空管系统：低空发展，空管系统先行—新质生产力专题丨证券计算机.note.note

Financial Data and Key Indicator Changes - The overall construction scale of low-altitude air traffic management systems is expected to reach 28-56 billion yuan by 2027, with an average annual construction scale of 7-14 billion yuan, indicating a significant increase in demand for domestic air traffic management platforms [1][23]. Business Line Data and Key Indicator Changes - The air traffic management system integrates ground infrastructure and aerial management, comprising communication, navigation, and surveillance (CNS) systems, along with air traffic management (ATM) systems, which are essential for ensuring flight safety and efficiency [5][7]. Market Data and Key Indicator Changes - The global air traffic management system market exceeds 8.5 billion USD, with significant growth potential driven by the booming low-altitude economy and technological innovations [2][20]. - As of 2023, China's low-altitude economy market is estimated to exceed 500 billion yuan, with projections to reach 2 trillion yuan by 2030 [18][19]. Company Strategy and Development Direction - Companies in the air traffic management sector are advised to focus on the development of low-altitude air traffic management products and technologies, as the demand for these systems is expected to grow alongside the expansion of low-altitude aviation activities [3][20]. - Key players in the domestic market include Lais Information, which holds over 40% market share, and other companies like New Morning Technology and Sichuan Jiuzhou, which are actively developing related products [2][3]. Management's Comments on Operating Environment and Future Outlook - The management emphasizes that the air traffic management system's importance will increase with the expansion of low-altitude aircraft types and numbers, leading to a growing demand for low-altitude airspace regulatory products [3][20]. - The industry faces risks such as technological development not meeting expectations, policy advancements lagging, and potential safety incidents negatively impacting growth [3]. Other Important Information - The air traffic management system industry is characterized by a concentrated supply chain, with upstream suppliers providing essential equipment and data services, midstream developers integrating systems, and downstream users including airlines and airport operators [11][12]. - The low-altitude economy is supported by various government policies aimed at promoting the development of air traffic management systems and related technologies [14][16]. Q&A Session Summary Question: What is the expected growth of the low-altitude economy? - The low-altitude economy is projected to exceed 500 billion yuan in 2023 and is expected to reach 2 trillion yuan by 2030, driven by government support and technological advancements [18][19]. Question: What are the key players in the domestic air traffic management market? - Key players include Lais Information, New Morning Technology, Sichuan Jiuzhou, and others, all of which are actively developing products for low-altitude air traffic management [2][3]. Question: What risks does the industry face? - The industry faces risks such as slower-than-expected technological advancements, policy implementation delays, and potential safety incidents that could negatively impact growth [3].