Recently, the National Development and Reform Commission for the first time clarified the scope of new infrastructure, mainly including three aspects: first, information infrastructure; second, integrated infrastructure; third, innovative infrastructure.
Why should we clarify the scope of "new infrastructure"? Where is the "new infrastructure" new? How to layout new power? On April 23, the CCTV Financial Review column invited Zhao Changwen, Minister of Industry and Economics of the Development Research Center of the State Council, and Liu Ge, a CCTV financial commentator, to deeply analyze the new driving force of the “new infrastructure” layout. "New Infrastructure" is the layout of the future Zhao Changwen: "New Infrastructure" lowers the threshold for industrial transformation and upgrading
Zhao Changwen, Minister of Industry and Economics of the Development Research Center of the State Council: "New infrastructure" is different from the traditional understanding of railway, highway, water conservancy and other infrastructure construction. It is mainly to serve new industries, new formats, and new business models, that is, The infrastructure needed for the development of the new economy. In the past, new infrastructure was relatively in a state of shortage. New infrastructure investment can more organically integrate government sector investment and market investment, attract more capital into the investment field of new infrastructure, thereby promoting the rapid development of new industries, new formats, and new business models, and reducing industry The threshold for transformation and upgrading.
For example, the Industrial Internet is a new type of infrastructure. It is based on the integration of information technology and traditional production and manufacturing processes. Through digitalization, networking and intelligent transformation, it has an industrial Internet in the petroleum and petrochemical industry, electrical and pharmaceutical industries. Applications. The quality and stability of products have been greatly improved, the cost has dropped significantly, and the market competitiveness has increased significantly. This is the huge role played by the new infrastructure.
Liu Ge: The layout of "new infrastructure" focuses on the long-term
CCTV Financial commentator Liu Ge: When it comes to traditional infrastructure, people can see roads, power plants, water conservancy facilities, etc. when they walk outside. However, the new infrastructure is different, some can be seen, some are invisible; some can see benefits in the short term, and some may not see obvious benefits in the short term.
For traditional infrastructure, such as the completion of a highway, it can be put into transportation when it is opened to traffic. The new infrastructure has a groping process in the layout process, and it needs to be matched with other industries. This process will take longer and may not immediately see the effect. But we have to look at the long-term, and to achieve higher-quality economic development, we need the development concept of higher technology and longer-term goals. Such a "new infrastructure" is what we want. "New Infrastructure" should be linked with the new concept synergy news:
Since the outbreak, online office has helped to resume work and production, cloud commerce and cloud services have facilitated social life, and smart manufacturing has accelerated development. These are inseparable from the strong support of the "new infrastructure". Some organizations estimate that by 2025, China's investment in 5G network construction will reach 1.2 trillion yuan. From 2020 to 2025, the total economic output directly driven by 5G commercial will reach 10.6 trillion yuan. With huge investment and demand on one end and an escalating consumer market on the other end, the "new infrastructure" provides an important support point for effectively responding to economic downward pressure. Zhao Changwen: "New Infrastructure" is to practice the new development concept
Zhao Changwen, Minister of Industry and Economics of the Development Research Center of the State Council: The spillover effect of the "new infrastructure" is very strong, which can help multiple industries, multiple formats, and multiple business models to allocate or reduce the cost of commercialization and marketization. The role must be viewed from a broader perspective. Especially in the context of the current downward pressure on the economy, "new infrastructure" not only meets the requirements of stable growth, but also implements the new development concept. It is not a simple flooding, but promotes the development of the new economy through new infrastructure And digital economy development.
Liu Ge: Let the new development concept become the scale of "new infrastructure"
CCTV Financial commentator Liu Ge: What I particularly want to emphasize is the "new infrastructure" empowerment, that is, the combination of the "new infrastructure" concept and application scenarios, so that the new development concept can become the "new infrastructure" scale.
In terms of the integrated infrastructure proposed by the National Development and Reform Commission, smart transportation infrastructure and smart energy infrastructure are mentioned. Taking the electric vehicle charging pile as an example, by combining with the Internet of Vehicles, electric vehicles and big data, you will find that if the electric vehicle charging pile can be networked across the country to make charging more convenient, this market size will be huge. It can also better serve people's lives.