浙商证券-电池行业低空经济系列之五：低空经济基建先行，四张网构建基建软硬件一体化生态-240625

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投资要点

低空经济发展进入爆发元年，低空基建有望率先受益

2021年“低空经济”首次写入《国家综合立体交通网规划纲要》，2023年被列为战略性新兴产业，2024年首次写入政府工作报告，并纳入新质生产力范畴，提升全要素生产率，贡献基建新增量。2023年12月《国家空域基础管理法》正式发布，空域管理取得实质性突破。各地方紧跟出台低空经济支持政策，从规划和补贴角度支持低空基础设施建设，多地成立专项产业基金，规模10亿元-200亿元不等。低空基础设施和飞行保障的发展潜力尚未充分显现，随着低空飞行活动的日益增多，低空基础设施投资拉动成效的逐步显现，乐观预计到2026年低空经济有望达到10644.6亿元，2030年我国低空经济规模有望达到2万亿元，保守测算，预计2030年国内低空基建市场规模（保有量）将达5045亿元。

设施网：低空起降点规范确立，各地设计院加速布局

垂直起降场一般包含起飞降落区、停车场与航站楼、机场信标台、通讯导航、充电与维保等设施，和传统通航飞机起降点相比，eVTOL不需要固定跑道，和直升机起降点相比，对面积、周围环境、投资规模的要求大幅降低，2024年5月起降点规范确立，从各地政府对基建的规划来看，单省份的总规划接近500个，发达城市的规划在200个，相比原先通航机场基本相差两个数量级，在各地政府低空建设补贴推动下，未来三年有望快速普及，在低空领域弯道超车欧美。竞争格局方面，民航设计行业逐步开放，专业程度较高具备资质的企业较少，各地工程设计公司迅速布局，部分设计院结合自身优势做产业链拓展打开增长空间。

空联网：5G-A通感一体化赋能，北斗与ADS-B技术齐发力

本文空联网主要定义为低空基础设施的偏硬件部分，包括通信、导航、监视、气象、算力等组成部分，通过对低空空域和飞行器信息数字化，实现对低空所有飞行器的精细化监测、识别、定位和报送。1）通信、感知：原有通信网络无法适配低空基建，需解决空域连续覆盖、时延等问题，5G-A性能和经济性大幅度提升，通感一体契合无人机网络架构需求，有望成为低空通信主流方式；2）监视：核心目标是精确、及时的定位跟踪飞行器，目前监视技术可分为一次监视雷达、场面监视雷达、二次监视雷达、广播式自动相关监视（ADS-B）、基于卫星的广播式自动相关监视（星基ADS-B）等，其中ADS-B监视范围广、监视精度高、性价比高，有望在低空领域广泛应用，星基ADS-B拓展全球无盲区监视，有望成为后续发展方向；3）导航：提供精准位置信息，北斗导航具备大部分定位技术功能，后续低空有望成为北斗重要应用方向；4）气象：低空气象条件苛刻，高效相控阵雷达有望普及应用。

航路网、服务网：低空空管系统亟需构建，服务站迈向“一站式”体系

本文航路网主要定义为低空基础设施的偏软件部分，包含空管软件系统和空间数字化技术。1）空管：空中交通管制系统是空管软件核心部分，核心任务是防止航空器相撞，防止航空器与地面障碍物相撞，低空飞行密度大、环境复杂、自主性高，构建新型空管系统十分急迫，国内莱斯信息、四川九洲、新晨科技相继布局；2）空间数字化技术：包括空域数字化（空域建模）、基础设施数字孪生（对现实模拟仿真）、数字低空规划、管理与运营关键技术（空域空间规划），北斗网格码计算效率大幅提升，拓展时间维度，有望为低空提供时空网格框架；3）服务网：系低空飞行综合监管服务平台，后续朝“一站式”发展，面向各类对象提供服务。

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MindSift Extends Audience Insight System to Support Marketers Find and Engage In-Market Customers

All-in-One technology unites audience data, customer verification, buyer intent and multichannel engagement together to help teams take more effective marketing moves

Merrimack, N.H. — 2026 — MindSift, a marketing analytics and advertising platform firm, today emphasized the continued expansion of its integrated system built to help marketers, revenue teams and business leaders better find, read and engage priority customers

The MindSift platform integrates B2C and company information, audience resolution, site visitor analytics, segment building and shopping data within a shared marketing workspace. By combining these features, MindSift empowers companies to shift from buyer discovery to engagement without using separate data systems and sales tools

"Current advertising organizations have access to enormous quantities of insight, but translating that insight into real-world value continues to be a serious challenge," said a MindSift official. "MindSift is committed to making that journey smoother by enabling organizations identify the right segments, recognize valuable buying data and engage their insights across the mediums they currently work with."

Translating Data Into Usable Buyer Understanding

MindSift provides availability of a extensive database of individual and business data that businesses can use to develop extremely targeted groups based on demographic, company, behavior and purchase-intent characteristics

The platform's capabilities feature segment building, website engagement identification, record enrichment, in-market analytics and audience engagement

As opposed to viewing these tools as separate marketing functions, MindSift unites them together to provide teams a significantly more integrated perspective of potential accounts and their likely buying activity

Enabling Teams Spot Buyer Interest Faster

A central element of the MindSift technology is its capability to assist organizations spot data points that may suggest rising interest in a certain service, solution or area

Teams can draw on these insights to prioritize audiences, expand existing client and prospect information and improve the speed and fit of their advertising and sales engagement

MindSift's OutReach Intelligence capability also enhances this method by bringing intent indicators and sales triggers into current CRM and sales tools

Created for Today's Data-Driven Growth

MindSift is engineered for teams ranging from advertising and sales departments to ad buyers, agency partners and business operators seeking to drive better results of proprietary and external insight

The platform supports a number of essential marketing use cases, such as:

Constructing very precise consumer and business audiences
Unmasking formerly unidentified site users
Enriching current prospect and prospect records
Recognizing purchase-intent signals
Focusing on accounts based on relevant insights
Deploying audiences across growth and sales channels
Joining audience analytics with present company applications

By integrating these functions, MindSift strives to reduce the effort required for translating big datasets into useful advertising outcomes

About MindSift

MindSift is a marketing intelligence and marketing platform company offering capabilities for segment creation, identity verification, visitor analytics, customer signals, data augmentation and marketing deployment. Its platform is created to enable advertisers, growth teams, ad buyers and brands convert signals into real-world audience insight[/url]