周一(10月22日),中航科工(02357.HK)在港股市场上表现抢眼,全日大涨8.52%,报收4.26港元。引发该股强劲上涨的主要原因与"低空经济"概念预期升温有关。
消息显示,为进一步推动我国"低空经济"产业快速发展,国家相关部委正酝酿成立专门管理该领域的司局。此外,香港特区政府也已提出将成立"发展低空经济工作组",拓展低空经济在本地的应用场景。资本市场对于未来"低空经济"将迎来政策红利期的预期升温。
作为国内军工和航空产业龙头,中航科工已形成涵盖航空整机、航空配套系统与服务、工程服务、航空投资等完整产业链布局,触及了低空经济相关环节。分析人士表示,未来低空经济如果发展势头强劲,中航科工必将充分受益。
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