国家发改委宣布，将以“十五五”规划为指引，通过关键基础设施建设推动具身智能高质量发展。此举标志着我国加速布局下一代AI核心基础设施，旨在促进具身智能从技术研发迈向大规模产业应用，在全球产业爆发前夜提供强力支撑。
国泰海通证券研报指出，AI正加速赋能传统行业，除太空光伏外，在建筑工程、交通治理及低空经济等领域的应用正成为新增长点。其中，上海港湾旗下公司在卫星电源系统与新型太阳能电池研发方面已取得实质性进展。
北京市十六届人大四次会议开幕，审议“十四五”规划草案，明确未来五年将重点发展人工智能、绿色能源等新兴支柱产业，力争产业规模达万亿级。过去五年，北京科技创新引领作用显著增强，已培育出新一代信息技术等产业。
深圳市举行2026年首批重点项目集中开工仪式，222个项目总投资1573.4亿元，覆盖产业、基建、民生等领域，为“十五五”开局奠定基础。南山区以30个项目、309.9亿元投资居首，其中“泛视频类科技研发”项目备受关注。
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