Trillion-scale "new infrastructure" starts! Which industries will break out? How it will boost the economy →

The meeting of the Standing Committee of the Political Bureau of the CPC Central Committee on March 4 emphasized the need to speed up the progress of the "new infrastructure". Different from traditional infrastructure projects such as "railway, highway, airport". "New infrastructure" mainly includes "5G infrastructure, UHV, intercity high-speed railways and urban rail transit, new energy vehicle charging piles, big data centers, artificial intelligence, industrial Internet" and other fields.

Stable domestic demand started with trillion-scale new infrastructure

In Beijing Guomao's core business district, an unmanned delivery vehicle has just been put into trial operation. It is responsible for providing food delivery services to surrounding staff, and it is supported by a 5G network covering a large area.

Zhang Jing, a staff member of China Mobile Beijing Company, now plans to help enterprises resume work and production through 5G unattended distribution services in the CBD area. An average car can sell 60 meals.

At present, Beijing's 5G base stations have basically achieved universal coverage within the fifth ring. From a nationwide perspective, China Mobile alone will have to build more than 300,000 5G base stations by the end of 2020. The 5G network will cover cities above the national level.

Zhou Xin, Deputy Director of 5G Office of China Mobile Beijing: China Mobile's 5G-related investment in China will be about 100 billion yuan in 2020. It is necessary to build the world's largest 5G network and strive to achieve 5G independent networking and commercial use in the fourth quarter.

In addition, new infrastructure projects, including UHV, are also being launched. The reporter learned from the State Grid that in Shaanxi, Hebei and other places, six UHV projects are under construction, and seven UHV projects have already begun preliminary work.

Shang Quanhong, deputy director of the State Grid Development Planning Department: The total investment of UHV projects this year will reach 181.1 billion yuan, driving social investment to 360 billion yuan, and the total scale will reach 540 billion yuan. The construction of UHV can have a role in driving the economy in the near future. New energy from the west can be delivered to the east.

According to the 2020 major project investment plan released by 31 provinces, autonomous regions and municipalities in China, 25 provinces, autonomous regions and municipalities mentioned "new infrastructure", including "5G", "data center" and "new energy charging pile" as keywords.

Zhao Bowen, Research Director of Bluestone Asset Management: The proportion of new infrastructure in the entire infrastructure is about 10% to 15%. The scale of new infrastructure in 2020 is about 2 to 3 trillion.

Ren Zeping, President of the Evergrande Research Institute: At this time, the new infrastructure is used as a starting point to expand domestic demand, and consensus is gradually reached because the new infrastructure is developing high-tech and new industries. It is conducive to cultivating new growth points for the Chinese economy. Infrastructure is the simplest and most effective way to take into account both the short and long term.

New infrastructure construction drive capacity will exceed "iron public base"

Compared with traditional infrastructures such as railways, highways, and airports, what are the advantages of new infrastructures such as 5G and data centers? What is the driving effect?

In a large data center in Beijing, staff told reporters that due to the recent epidemic, the demand for online services and online video has increased rapidly, and their business volume has increased by nearly 50%.

Zhang Jianyu, a staff member of Qinhuai Data Group: Our listing rate is 100%. If there is a vacancy, it will be leased by customers immediately, which makes this high-performance data center basically difficult to find.

The reporter learned that the investment and construction of the data center has greatly promoted the upstream and downstream industries. The driving force is no longer reinforced concrete, but has become new energy, a new generation of energy storage and electronic components, and high-bandwidth network equipment.

Ju Jing, Founder and CEO of Qinhuai Data Group: As a capital-intensive industry, we usually achieve very large investments in a small area. In the past two years, we have invested more than 10 billion yuan in 100,000 square meters of land, which is about ten times the traditional amount.

In Karamay, Xinjiang, a production line is producing important raw materials for UHV projects. Due to the huge demand, the production scale of this base will reach 14,000 tons this year.

Li Shaohui, Director of the Technology Development Division of PetroChina Lubricants: We are currently planning the development of industrial raw materials related to new infrastructure, including 5G, UHV, and rail transit. Its requirements for industrial raw materials should be extended to long-term and environmental protection aspects, these requirements have also promoted the improvement and iteration of our entire technology.

According to the forecast of the China Academy of Information and Communication Technology, 5G network construction in the new infrastructure will require 1.2 trillion to 1.5 trillion yuan in 6 years. The output that can be directly pulled is 10.6 trillion yuan and the output that is indirectly pulled is 24.8 trillion .

Zhang Xiaoqiang, Executive Vice Chairman of the China International Economic Exchange Center: This pulling multiplier effect is significantly larger in terms of new infrastructure than traditional investment. Under certain conditions, a yuan investment of new infrastructure can generate 5 yuan. Pull action.

New Infrastructure "Small Steps and Fast Run" to Drive New Economy

The investment scale of the new infrastructure is large. Where does the investment benefit come from? The new infrastructure represents the future. What new consumer formats will it bring?

A charging station of Beijing State Grid has just completed the intelligent transformation of charging piles, that is, it can complete the entire charging process through one-button plug and charge, eliminating many intermediate links.

By June this year, the State Grid will complete the reconstruction of more than 40,000 public charging piles nationwide.

New energy vehicle owners: just plug the charging gun and plug and charge. I bought a 5,000-degree package, which cost about four cents less per kilowatt-hour.

The reporter learned that according to the plan, the transformation and construction of new energy charging piles will become the focus of new infrastructure this year. After the transformation and expansion, the new charging mode will be promoted throughout the country, driving the consumption and upgrading of new energy vehicles.

Sun Huifeng, President of CCID Consulting: The new infrastructure is to meet the requirements of rapid iteration and development of the new economy. Its cycle may be relatively short. We call it a small step and run to adapt to the fast-paced changes in the market.

In a smart wearable device company in Beijing, health data from users across the country was transmitted to the control center in real time. In just January to February, the data center has received and processed nearly 700 million pieces of data.

Wang Xueyu, co-founder of Beijing Xueyang Technology Co., Ltd .: For us, investments in basic fields such as big data centers and artificial intelligence are just like we used to drive on national highways. Now we can go directly to highways and make roads more Wider, faster, and more powerful.

Different from traditional industries, the new economy driven by new infrastructure is also rising against the trend. From January to February, the output of smart watches and smart bracelets increased by 119.7% and 45.1%, respectively.

Zhang Xiaoqiang, Executive Vice Chairman of China International Economic Exchange Center: New infrastructure construction drives a wide range of business applications. It can play a very good role in the current health care, culture, tourism, education, etc. This is because traditional facilities cannot completely Satisfied and resolved.

(Article source: CCTV Finance)