每經(jing)AI快(kuai)訊(xun)，12月(yue)27日，中(zhong)信(xin)證(zheng)券(quan)研(yan)報指出，近(jin)期中(zhong)辦(ban)、國辦(ban)發布文(wen)件(jian)推動空(kong)(kong)(kong)管體制(zhi)&空(kong)(kong)(kong)域(yu)管理改(gai)革有助于優化(hua)空(kong)(kong)(kong)域(yu)資源配置、擴(kuo)大空(kong)(kong)(kong)域(yu)資源供給；汽車廠(chang)商(shang)紛(fen)紛(fen)布局飛(fei)行汽車有助于加快(kuai)飛(fei)行器(qi)產業鏈發展；地(di)(di)方國資成立低(di)空(kong)(kong)(kong)公(gong)司，有助于加快(kuai)低(di)空(kong)(kong)(kong)基(ji)建(jian)落地(di)(di)。我們認(ren)為2025年低(di)空(kong)(kong)(kong)經(jing)濟(ji)將迎來(lai)重大改(gai)變，應積(ji)極關注(zhu)政策對低(di)空(kong)(kong)(kong)經(jing)濟(ji)的支持力度及資金、項目落地(di)(di)情況以及億航(hang)智能(neng)運營(ying)(ying)證(zheng)OC的發放(fang)情況。從(cong)區域(yu)上我們建(jian)議(yi)積(ji)極關注(zhu)低(di)空(kong)(kong)(kong)經(jing)濟(ji)發展靠(kao)前的廣深、江蘇、合(he)肥等地(di)(di)區，從(cong)產業鏈上我們建(jian)議(yi)關注(zhu)三(san)條主線：1）eVTOL制(zhi)造商(shang)；2）基(ji)礎(chu)設施及運營(ying)(ying)商(shang)；3）產業鏈關鍵(jian)零部(bu)件(jian)廠(chang)商(shang)。