软件与服务：六大城市率先试点，低空经济有望腾飞

Investment Rating - The report maintains a "Positive" investment rating for the industry [5]. Core Insights - The Central Air Traffic Control Committee is set to launch eVTOL trials in six cities, marking a significant step for the low-altitude economy in China [5][6]. - The low-altitude economy has been recognized as a strategic emerging industry since its inclusion in the National Comprehensive Three-Dimensional Transportation Network Planning Outline in February 2021, with 27 provinces mentioning it in government work reports in 2024 [5][6]. - The establishment of a complete low-altitude economic industrial chain in China includes upstream raw materials and core components, midstream drones and aircraft, and downstream aviation management and information technology [7]. Summary by Sections Event Description - The six pilot cities for eVTOL have been preliminarily identified as Hefei, Hangzhou, Shenzhen, Suzhou, Chengdu, and Chongqing, with specific plans for routes and areas [5][6]. Event Commentary - The eVTOL trials represent a crucial advancement in urban air mobility, with the first demonstration flight of the eVTOL "Shengshi Long" occurring between Shenzhen and Zhuhai [6]. - The ongoing reforms in low-altitude airspace management are expected to enhance the safety, efficiency, and cost-effectiveness of high-density flights, supporting the commercial development of the low-altitude economy [6][7]. Industry Outlook - The report suggests focusing on the entire low-altitude economic industrial chain, particularly in the fields of aviation information technology and air traffic management [7].