"One industry leads to hundreds of industries", the prospect of new infrastructure is promising (Ruijing Finance · grasp epidemic prevention and promote development (60))
The executive meeting of the State Council recently held proposed to accelerate the construction of new types of infrastructure such as information networks in accordance with the deployment of the Party Central Committee and the State Council in order to "one industry leads all industries".
Analysts pointed out that under the new situation, new equipment, new products, new services, and new formats with digital, informational, and intelligent features are playing an important role in the economic and social operation. Increasing investment in the construction of new infrastructure will not only help boost demand suppressed by the epidemic, but also meet the inherent needs of high-quality economic development.
Strong driving force in three areas
What is "new infrastructure"? According to Wu Hao, director of the Innovation and High Technology Development Department of the National Development and Reform Commission, the new infrastructure is guided by new development concepts, driven by technological innovation, and based on information networks. It provides digital transformation and intelligence for high-quality development needs. Infrastructure systems for services such as upgrades, integration and innovation.
Specifically, the current new infrastructure mainly includes three aspects:
Information infrastructure. Mainly refers to the infrastructure generated based on the evolution of a new generation of information technology. For example, communication network infrastructure represented by 5G, Internet of Things, Industrial Internet, and satellite Internet, new technology infrastructure represented by artificial intelligence, cloud computing, blockchain, etc., represented by data centers and intelligent computing centers Computing power infrastructure, etc.
Converged infrastructure. Mainly refers to the in-depth application of Internet, big data, artificial intelligence and other technologies to support the transformation and upgrading of traditional infrastructure, and then form a converged infrastructure, such as intelligent transportation infrastructure, smart energy infrastructure, etc.
Innovative infrastructure. Mainly refers to the infrastructure with public welfare attributes that supports scientific research, technology development, and product development. For example, major scientific and technological infrastructure, science and education infrastructure, industrial technology innovation infrastructure, etc.
Zhou Minliang, a researcher at the Institute of Industrial Economics of the Chinese Academy of Social Sciences, pointed out in an interview with this reporter that the global economy is in a relatively difficult period due to the epidemic. In this regard, "new infrastructure" not only has the function of "compensating for shortcomings", but also helps to shape the country's new economic competitive advantages.
"Compared with the more mature traditional infrastructure construction, new infrastructure construction is more closely connected with cutting-edge technology. For example, the application of the industrial Internet helps reduce the rate of defective products, and intelligent visual management can help companies monitor inventory levels in real time, Regulate the production rhythm, etc. These are not only inseparable from innovation, but also in line with the internal needs of economic development to upgrade quality. "Zhou Minliang said.
Increased policy support
One industry is flourishing and all industries are prosperous. Facing the huge potential of the new infrastructure, policy support is constantly increasing.
At the end of April, the China Securities Regulatory Commission and the National Development and Reform Commission jointly issued the "Notice on Promoting the Relevant Work of Real Estate Investment Trust Funds (REITs) in the Infrastructure Sector", marking the official start of the pilot of publicly-funded REITs in the domestic infrastructure sector. The "Notice" encourages new types of infrastructure such as information networks, as well as national strategic emerging industrial clusters, high-tech industrial parks, and special industrial parks to carry out pilot projects. In the future, REITs will effectively revitalize existing assets, form a benign investment cycle, increase the proportion of direct financing, and reduce corporate leverage.
In Fujian, the local area is actively promoting the digital "new infrastructure", accelerating the application of 5G technology in production field control, production line and equipment inspection, product quality inspection and other fields, and laying out the construction of Fujian Industrial Internet Big Data Center; in Sichuan, China Telecom Chengdu Joy City Cloud VR store jointly built by Sichuan Company and Huawei was successfully launched. The "online + offline" shopping experience is smoother. Each product has a detailed product introduction and purchase link; in Shandong, various places have been online Multiple "blockchain + government" service systems, and the successful application of many scenarios have brought more and more conveniences to the citizens, and become a new engine to optimize the business environment.
"In the process of modernization, the new infrastructure will play an important role of" inheriting the future ". It can be said that accelerating the transformation of the economic development mode and making the real economy, especially the manufacturing industry, stronger and better, is to promote a batch of 5G, Internet of Things , Artificial intelligence, industrial Internet and other new infrastructure construction investments. "Zhou Minliang said that recent policies have given a lot of support to the new infrastructure, which is very necessary.
Stimulate economic endogenous power
According to data from the National Bureau of Statistics, affected by the epidemic in the first quarter of this year, the real economy has declined to a certain extent, but the demand for information such as e-commerce, home office, remote consultation, and online education has expanded rapidly. Among them, the added value of the information transmission, software and information technology service industries increased by 13.2% year-on-year, driving GDP growth by 0.6 percentage points, showing great potential.
The development of new infrastructure not only focuses on the present, but also benefits the long-term. Qiao Jian, senior vice president and chief marketing officer of Lenovo Group, believes that the new infrastructure will play a greater role in all walks of life in the future. "It is the right time to vigorously develop new infrastructure represented by 5G, artificial intelligence, big data, industrial Internet, etc. The new infrastructure is both advanced intelligent technology and infrastructure that empowers a smart economy. In terms of fighting the epidemic, Whether it is viral gene sequencing or vaccine research and development, technology plays a huge role; in terms of economics, the current online conferences, online education, and online retailing are all dependent on emerging economic forms. More importantly, the new infrastructure will bring A profound change in the entire industry. "Qiao Jian said.
Song Xujun, a global partner of Kearney Management Consulting, said that the scientific and technological achievements brought by China's "new infrastructure" will be shared by all humanity through inter-enterprise cooperation and global trade. While meeting the needs of world consumers, it will also help foreign countries Related industry development.
It is understood that at present, a number of Chinese platform companies such as Baidu, Huawei, and Ali have accumulated a solid technical foundation, rich application scenarios, and massive data. Under the new infrastructure, they will also create new competitive advantages for the Chinese economy.
Wang Junling