國泰君安:低空經濟、車路雲新基建市場空間廣闊,相關公司將充分受益
國泰君安研報指出,實現大交通領域的無人化、智能化進而降低全社會物流成本以及提高人們出行效率,需要進行大規模的軟硬件投入,市場空間廣闊,其中低空經濟是萬億級別的新興行業,車路雲建設在單個大城市的投入也可達到百億級別,因此從事相關軟硬件的交通信息化領域計算機公司將充分受益。國泰君安認為,一方面,行業空間足夠大,各產業鏈環節的公司均有望受益,另一方面,由於低空經濟、車路雲這些新型的交通業態涉及到標準制定、區域管轄、地方競爭等因素,具有獨特技術產品壁壘或市場優勢的企業將率先收益。
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