The State Council Executive Meeting Deployed New Infrastructure: Insisting On Focusing On Market Investment And "one Industry Leading All Industries"

"New infrastructure" has been frequently mentioned as a hot word in recent economic policies. On April 28, the State Council executive meeting made the latest deployment, with "one industry leading all industries", which will not only help industrial upgrading, cultivate new driving forces, but also promote entrepreneurship and employment, which will benefit the current and long-term benefits. semester.

Recently, the National Development and Reform Commission made it clear that preliminary studies believe that new infrastructure is guided by new development concepts, driven by technological innovation, based on information networks, and oriented to high-quality development needs, providing the following services: digital transformation, intelligent upgrade, integration Innovative infrastructure system.

Information infrastructure is an important part of "new infrastructure", mainly referring to communication network infrastructure represented by 5G, Internet of Things, Industrial Internet, and Satellite Internet, as well as new technologies represented by artificial intelligence, cloud computing, blockchain, etc. technology. Technical infrastructure, computing power infrastructure represented by data centers and intelligent computing centers, etc.

Who will participate in the construction of “new infrastructure”? What are the application scenarios of “new infrastructure”? The executive meeting of the State Council made arrangements for these issues:

First, we must combine development needs and industrial potential to promote the construction of new infrastructure such as information networks. Innovate the investment and construction model, adhere to market investment as the mainstay, support the participation of multiple entities in construction, and encourage financial institutions to innovate products and strengthen services. Strengthen government guidance and support to provide more convenience for investment and construction.

The second is to focus on domestic demand, be application-oriented, tap the huge potential of the Chinese market, and actively expand new infrastructure application scenarios. Aiming at industrial upgrading and intelligent manufacturing development, we will guide all parties to join hands in building the Industrial Internet. Adapt to the new digital consumption needs of the masses and promote applications such as online office, distance education, telemedicine, Internet of Vehicles, and smart cities.

The executive meeting of the State Council specifically proposed the need to promote two-way open cooperation between communications and related industries, eliminate industry application barriers, create a good environment for platform economic development and industrial openness and integration, and build a mutually beneficial and win-win development pattern. An ecosystem of platforms and their participants.

5G is the basic industry of "new infrastructure". According to the China Academy of Information and Communications Technology’s forecast, by 2025, my country’s cumulative investment in 5G network construction will reach 1.2 trillion yuan. In addition, 5G network construction will also drive investment in upstream and downstream applications and communications fields in the industry chain. every industry. It is expected to drive cumulative investment to more than 3.5 trillion yuan by 2025.

Who will participate in the construction of "new infrastructure" is a key issue in promoting "new infrastructure". Ren Zeping, chief economist of Evergrande Group, analyzed that the construction of “new infrastructure” should pay attention to the issue of “new subjects”.

Ren Zeping said that market access in the infrastructure field should be further liberalized, investment entities should be expanded, and private capital should be treated equally for projects with certain returns. In fact, Huawei, Tencent, Alibaba and other companies have invested heavily in new infrastructure. Government, market, and enterprises support each other and differentiate between infrastructure and commercial applications. The former involves the joint action of the government and the market, while the latter relies more on the market and enterprises. Let the market do as much as possible to do what can be done, which will be more efficient.

Jiang Xiaojuan, former deputy secretary-general of the State Council, also recently responded to this issue by saying that to promote the construction of "new infrastructure", the government and enterprises must divide their labor reasonably and put enterprises first. If the enterprise fails, the government will do it later. She suggested that first, government agencies should provide more industry public goods; second, the government should help companies expand overseas markets and create a better international business environment for companies. Third, the government should provide opportunities for the implementation of digital services.

Accelerating the construction of "new infrastructure" and how to integrate it with industrial applications are also key issues. Alibaba Group Chairman and CEO Zhang Yong recently published a signed article in the People's Daily, saying that accelerating the promotion of "new infrastructure" is not just infrastructure construction, but coordinated advancement with industrial applications, which can not only enhance the stability of infrastructure growth Traditional attributes can also promote innovation and expand new consumption, new manufacturing, and new services.

He said that during the epidemic, more and more people became accustomed to online consumption, prompting more traditional enterprises to transform online and look for new opportunities. Promoting the construction of digital infrastructure can further deepen digitalization and penetrate into various consumption scenarios. For college graduates, digital infrastructure will also access and create new job opportunities. Only by consolidating the foundation of digitalization and improving the intelligent development ecosystem can enterprises better play their role as innovation entities and help my country's economy cultivate new growth points and form new momentum.

Tang Daosheng, senior executive vice president of Tencent, said that traditional infrastructure solves the connection between things and people, and the construction of roads and airports has brought prosperous business to the region; while new digital infrastructure solves data connection, interaction and issues to deal with. 5G, big data, artificial intelligence, etc. will bring greater space for industrial upgrading and promote the formation of new products, new services, new production systems, and new business models. (Reporter Han Shengjiang)

标签： #Infrastructure #Applications #Facilities #Networking #General