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中信证券:低空经济发展,空管系统先行

Citic Sec: Low-altitude economic development, air traffic control system leading the way.

Breakings ·  Jun 20 08:28
CITIC Securities research report indicates that the air traffic control system is the core of ensuring the safe and efficient development of air traffic. Its industrial chain links are intensive, with upstream covering communication, navigation, monitoring, hardware facilities suppliers, and data service providers. After being processed and analyzed by air traffic control software integrators, the relevant information is provided to downstream aircraft and airport operation companies. Driven by low-altitude economic policies and technological updates, the demand for air traffic control systems is expected to further expand. The overall construction scale of the low-altitude air traffic control system is expected to reach 28-56 billion yuan by 2027. Currently, overseas companies in the air traffic control field have a broad range of business involvement, mature technologies, and are actively deploying unmanned aerial vehicle (UAV) air traffic control system construction. In the domestic market, LEISHI's market share is high, and many companies' businesses involve the upstream and downstream of the air traffic control industry chain, expanding the low-altitude market by applying their own advantages. It is recommended to focus on the development of low-altitude air traffic control area products and related investment opportunities of various companies.

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