First, from a global perspective, China has ushered in a major threshold for the strategic layout of new infrastructure
(1) New infrastructure is already playing a huge enabling role. At present, China's industrial economy is accelerating the development of digital economy, industrial society is gradually moving towards the information society, and the connotation of infrastructure is also undergoing major innovation. The wide popularization and deep penetration of digital technology has made the new infrastructure that is digital, intelligent, green and service-oriented increasingly prominent, and is playing an unexpected and huge role. For example, a "minions" automatic sorting robot in the express industry can sort more than 10,000 pieces of express mail in an hour, and a set of intelligent sorting equipment can handle 72,000 pieces of express mail parcels in an hour at the fastest, which can achieve much higher production efficiency than traditional manual methods; During the COVID-19 pandemic, the National Primary and secondary School Network Cloud Platform was urgently launched and covered all 31 provinces, providing a strong guarantee for more than 200 million primary and secondary school students across the country to suspend classes during the epidemic. Hangzhou launched the "Qinqing Online" digital platform, and paid 336 million yuan in policy subsidies for 114,000 enterprises and 371,000 employees within a week, helping the government efficiently deliver public services "precision drip irrigation" to enterprises and the masses. New infrastructure has become an important basic guarantee for improving the level of high-quality economic and social development, and a necessary prerequisite for the country's digital transformation. The scale of China's digital economy has reached the second in the world, the added value of the core industry accounted for 7.8% of GDP, and the overall growth rate of 9.7% under the impact of the epidemic is still high, which is inseparable from the leap-forward development of a number of new infrastructure such as information networks, data centers, industrial Internet, urban brain, car networking, and energy Internet throughout the country and various industries.
New infrastructure will also continue to amplify the innovation-driven "multiplier effect." At one end, the new infrastructure is connected with huge investment demand and rich industrial chain, which can drive a large range and large-scale digital production supply such as smart factories, digital supply chains, and shared manufacturing; at the other end, it takes the continuously upgraded strong consumer market, which can fully penetrate into the eating, wearing, housing, transportation, travel, entertainment, shopping and other aspects of the vast number of people, and accelerate consumption upgrading. Promote efficient linkage and overall upgrading of industrial chain and supply chain, resulting in a huge "multiplier effect" of "one industry with all industries". Taking 5G facilities as an example, according to the forecast of the China ICT Institute, it is expected that during the period from 2020 to 2025, China's 5G commercial use will directly drive the total economic output of 10.6 trillion yuan, directly create economic added value of 3.3 trillion yuan, indirectly drive the total economic output of about 24.8 trillion yuan, and indirectly drive the economic added value of 8.4 trillion yuan. At present, the number of Internet users in China has reached nearly 1 billion, and the number of online shopping users has reached 782 million. With the emergence of new applications and scenarios with large scale, wide scope and frequent changes in the digital era such as online shopping, online medical care, remote working, and life services, the "multiplier effect" of new infrastructure transformation and innovation supporting the comprehensive digital transformation of economy and society will continue to increase. At the same time, it brings huge and urgent new needs and new challenges for the development of new infrastructure.
(3) The "14th Five-Year Plan" period is at a major threshold for the scientific layout of new infrastructure. On the one hand, the "14th Five-Year Plan" period, China will shift from high-speed development to a new stage of high-quality development, by the global science and technology and industrial competition intensified, domestic resources and the environment and the aging population constraints of the double impact, industrial upgrading and consumption upgrading trend will be further accelerated, to support digital transformation, intelligent upgrading, integration and innovation of the new infrastructure will produce greater demand. On the other hand, although China has become a major infrastructure country from the total amount, but due to the wide land and large number of people, the per capita infrastructure stock, quality and developed countries there is still a significant gap, different regions, areas and urban and rural development imbalance, uncoordinated problems are still severe, the "14th Five-Year Plan" period has become an important historical pass of China's infrastructure "two-step upgrade". In the context of the global era of seizing the commanding heights of the digital development strategy, deepening the supply-side structural reform as the main line, doing a good job in the layout of the new infrastructure development system, and promoting the transformation of China from a traditional infrastructure country to a new infrastructure country and a strong country are the internal requirements of the "14th Five-Year Plan" period to support China's high-quality economic and social development.
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