雄安新区专题研究：积极布局低空经济赛道，推动低空产业高质量发展

40% 30% 20% 10% 0% -10% -20% -30% 2024/01 2024/022024/03 000300.SH 886067.TI 投资要点      请阅读最后评级说明和重要声明 一、雄安新区积极布局低空经济产业，推动低空产业高质量发展3 二、产业政策持续发力，低空经济商业化有望加速5 1.低空经济是以低空飞行器为载体，辐射延伸出的新兴经济5 2.顶层政策密集出台，地方政府积极响应7 3.产业端新型飞行器成熟度提升，商业化有望加速10 三、低空经济应用场景丰富，市场空间广阔10 1.应用场景丰富多样，涵盖多领域、多行业10 2.低空飞行器具备多重优势，低空经济大有可为11 3.低空经济市场规模庞大，发展潜力巨大13 四、投资建议15 五、风险提示16 ...............................................................................................................................................3 ..............................................................................3 ...................................................................................................3 ....................................................................................................................................6 ......................................................................................................................................................6 ...................................................................................................................................................6 ..................................................................................................................9 ..................................................................................................................................11 ..........................................................................................12 ...................................................12 ...........................................................................................................13 ........................................................................................................14 ..............................................................................................................4 .........................................................................................................................7 .........................................................................................................................8 .............................................................................................................................................10 2            