國家發改委宣佈，將以“十五五”規劃爲指引，通過關鍵基礎設施建設推動具身智能高質量發展。此舉標誌着我國加速佈局下一代AI核心基礎設施，旨在促進具身智能從技術研發邁向大規模產業應用，在全球產業爆發前夜提供強力支撐。
國泰海通證券研報指出，AI正加速賦能傳統行業，除太空光伏外，在建築工程、交通治理及低空經濟等領域的應用正成爲新增長點。其中，上海港灣旗下公司在衛星電源系統與新型太陽能電池研發方面已取得實質性進展。
北京市十六屆人大四次會議開幕，審議“十四五”規劃草案，明確未來五年將重點發展人工智能、綠色能源等新興支柱產業，力爭產業規模達萬億級。過去五年，北京科技創新引領作用顯著增強，已培育出新一代信息技術等產業。
深圳市舉行2026年首批重點項目集中開工儀式，222個項目總投資1573.4億元，覆蓋產業、基建、民生等領域，爲“十五五”開局奠定基礎。南山區以30個項目、309.9億元投資居首，其中“泛視頻類科技研發”項目備受關注。
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