计算机行业事件点评：低空经济政策催化密集，产业发展有望提速

Investment Rating - The report maintains a "Recommended" investment rating for the computer industry [1]. Core Insights - The low-altitude economy is expected to accelerate due to intensive policy catalysts, with a focus on high-quality development and innovation in low-altitude equipment and infrastructure [1][2]. - The Ministry of Industry and Information Technology emphasizes the importance of top-level planning and the cultivation of key enterprises within the low-altitude industry, aiming to foster a collaborative innovation environment among upstream and downstream companies [1]. - Local governments are actively implementing measures to support the low-altitude economy, with specific targets set for 2027, including the establishment of service platforms and the development of drone logistics applications [2]. Summary by Sections Recent Developments - The low-altitude economy is recognized as an emerging industry, with significant potential for high-quality development [1]. - Various regions are expected to see the commercial progress of low-altitude projects accelerate, with the overall market scale projected to reach trillions [2]. Investment Recommendations - The report suggests focusing on leading companies in the low-altitude economy, particularly in air traffic management and big data sectors [2]. - Specific companies highlighted for attention include Les Information (688631.SH) and Zhongke Xingtou (688568.SH) [2][3].