Second, seek truth and be pragmatic, and avoid the development misunderstanding of "resource mismatch" and "hurry and act recklessly"
As a basic and public material engineering facility, the new infrastructure should be appropriately advanced and systematically deployed to maximize its effectiveness. However, in order to take the initiative to accelerate the pace of digital transformation, some industries and localities are anxious to "seize the opportunity" without scientific assessment of the application needs, investment costs, investment returns, development prospects, and technical risks of new infrastructure investment projects, which is also easy to cause problems such as excessive risk of investment projects, insufficient demand scenarios, poor construction results, and insufficient long-term operation power. Because the new infrastructure has the characteristics of fast update and iteration, high operation and maintenance costs, and strong dependence on energy and scene, if the supply and demand can not be matched in a forward-looking way, the planning and layout and investment and construction are unreasonable, it is easy to cause repeated construction and resource waste, and even bring a new round of overcapacity.
In the near future, some hot spots and key areas are emerging some signs that need to be vigilant. In terms of 5G, as of the end of June 2021, 961,000 5G base stations have been built and opened nationwide, and according to the goal of having more than 18 5G base stations per 10,000 people in 2023 proposed by the "5G Application" Action Plan (2021-2023) and the total population of 1.44 billion people in the country obtained by the seventh census, There are still 1.631 million 5G base stations to be built, but there have been cases of low utilization of base stations due to insufficient applications, and operators dormant 5G base stations in order to reduce power consumption costs. In terms of new energy vehicle charging piles, by the end of 2020, the total number of private and public charging piles in the country is 1.681 million units, and the total number of new energy vehicles is 4.92 million during the same period, and the number of new energy vehicles and charging piles is about 2.92:1, compared with 1: In the planning configuration of 1, the gap is still huge, but due to the separation of planning and actual needs, a large number of charging piles are idle. The utilization rate of charging facilities of all operators is generally lower than 15%; Before the implementation of the assessment and reward for the operation of public charging facilities in Beijing, the utilization rate of public charging facilities was only 4.63%, and it only increased to 7.26% after the implementation of the assessment and reward. In 2019, the charging utilization rate of narrow public charging piles, public special piles, community special piles, unit special piles, and logistics special piles was 1.47%, 7.54%, 2.80%, 1.33%, and 1.16%, respectively, far from reaching the break-even point. In terms of industrial Internet, since 2017, the "combination" of national policies has frequently attacked, and local governments have introduced supporting measures to form a "subsidy boom", which has brought about the blowout growth of industrial Internet platforms, but also caused enterprises to over-rely on government subsidies, and even 70%-80% of the revenue of some industrial Internet platforms is from government subsidies. Once the subsidies "decline" and "weaning", it is likely to cause a number of deformed development "sequelae" of platform collapse. In terms of urban brain, as of June 2020, nearly 500 cities have announced the construction of "urban brain", and many local governments blindly copy the digital experience of developed and advanced regions in the absence of scientific top-level design, professional teams and long-term operation foundation, unable to guarantee facilities and data infrastructure, and unable to solve local practical problems. A lot of "empty brain" systems represented by large screen display have been built.
In this regard, we must adhere to deepening supply-side reform, effectively oriented to application demand, and avoid taking the construction of new infrastructure as a face-saving and image project. We must not be greedy, blindly follow the trend, and work fast. We must take into account the dynamic balance between supply and demand, and promote a better combination of a successful government and an effective market. Guide various industries and localities to make reasonable arrangements according to factors such as the development foundation, economic strength, the carrying capacity of resources and the environment and the market capacity, and strengthen the load after completion and use, and the use effect are the key indicators to evaluate its economic and social benefits, so as to avoid the huge risks brought by the "resource misallocation" and "rush and recklessly" of the construction of new infrastructure.
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