金吾财讯 | 亿航智能(EH)盘前涨约2%，截至发稿，报12.360美元。消息面上，西南证券表示，国家十五五规划建议加快航空航天、低空经济产业发展。国家战略聚焦低空经济新赛道，各地相继出台低空经济发展纲领性政策，国资央企密集成立低空经济公司。从应用场景来看，低空物流、低空文旅等应用场景先行。头部eVTOL主机厂订单陆续落地，海外拓展迅速，产业链规模化发展态势清晰。
此外，赛迪研究院表示，2025年，我国低空经济从概念蓝图加速走向体系化落地，呈现出规模增长、技术突破、应用深化与生态构建协同推进的良好态势。低空要素资源开发与利用持续优化，已在长三角、粤港澳大湾区、成渝地区等重点区域形成示范成效，为全国范围推广积累了实践经验。2026年预计我国低空经济仍将稳步增长，同时产业链关键环节仍面临场景落地、产业生态构建、安全与发展统筹等问题，建议从多方面发力，推进我国低空经济高质量发展。
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