The connotation, evolution and development significance of new infrastructure construction

On March 4, 2020, the Standing Committee of the Political Bureau of the CPC Central Committee held a meeting, stressing that "we should increase investment in public health services and emergency material support, and accelerate the construction of new infrastructure such as 5G networks and data centers." Here, the types of new infrastructure such as 5G networks and data centers are emphasized.

On March 6, 2020, the Ministry of Industry and Information Technology held a special meeting to accelerate the development of 5G, requiring the acceleration of the construction of new infrastructure. The importance of 5G is highlighted here.

On April 20, 2020, Wu Hao, Director of the Department of Innovation and High-tech Development of the National Development and Reform Commission, said at the press conference of the National Development and Reform Commission that the new infrastructure includes three aspects: information infrastructure, integration infrastructure and innovation infrastructure, and the specific content has been listed earlier.

In June 2020, the National Development and Reform Commission clarified the broad connotation of new infrastructure, including the goal of "taking the new development concept as the premise, driven by technological innovation, based on information networks, and facing the needs of high-quality development, to create an industrial upgrading, integration, and innovation infrastructure system". This passage can be interpreted as an official statement.

On August 6, 2020, the Ministry of Transport issued the Guiding Opinions on Promoting the Construction of New Infrastructure in the Field of Transportation, which set the goal of achieving remarkable results in the construction of new infrastructure in the field of transportation by 2035, and gradually applying intelligent trains, autonomous vehicles, and intelligent ships.

The Guidelines require deepening the application of highway electronic toll collection system (ETC) gantry, and enriching the application scenarios of vehicle-road collaboration. Development of intelligent high-speed EMUs. We will build infrastructure for geographical information mapping of waterways and meteorological and hydrological monitoring of navigational waters. Promote the interconnection and sharing of core data between airports and airlines, air traffic control, operation support and supervision units, and realize global aircraft tracking. We will build a big data center for postal services, and carry out pilot applications of new mailing address codes. We will guide the construction of ultra-fast charging and high-power electric vehicle charging facilities in key expressway service areas such as city clusters.

The guidelines also make it clear that collaborative applications such as the fifth generation mobile communication technology (5G), the Beidou System and remote sensing satellite industry should be promoted. Improve the high precision navigation and location service capabilities of the BDS in the transportation industry, and build high precision geographic information maps of the BDS in the industry.

The Ministry of Industry and Information Technology said it will accelerate the construction of new infrastructure such as 5G networks and data centers, and build a national industrial Internet big data center in December 2020.

2. Many places are actively planning blueprints for the construction of digital economy related to new infrastructure.

On May 7, 2020, the "Shanghai Action Plan to Promote New Infrastructure Construction (2020-2022)" was unveiled, and Shanghai initially sorted out the first batch of 48 major projects and engineering packages to be implemented in this field in the next three years, with a total investment of about 270 billion yuan, government investment at all levels of about 60 billion yuan, and the remaining 210 billion yuan is social investment.

The "Shanghai Industrial Green Loan Support Green New Infrastructure (Data center) development Guidance" was formulated and implemented, clearly providing accurate financial services for high-quality data center projects, and giving certain loan interest rates to data center projects using different advanced energy-saving technologies.

The "Three-year Action Plan for New Infrastructure Construction (2020-2022)" issued by Fujian Province proposes to prioritize the layout of large and super-large data centers by relying on digital Fujian (Changle and Anxi) industrial parks, and build data convergence nodes in northeast Fujian and Southwest Fujian collaborative development areas. By 2022, the total scale of data center racks in use in the province will reach 100,000. Zhejiang proposes to optimize the layout of cloud data centers, and by 2022, the province will build about 25 large and ultra-large cloud data centers, and the total number of servers will reach about 3 million. Deploy edge computing facilities in a centralized area where large amounts of data and high latency are required. Yunnan has proposed to build 10 industry-level data centers by 2022.

Businesses and their alliances are engaged in successive activities. On September 1, 2020, the China Institute of Electronic Technology Standardization held a special seminar on new infrastructure, and 20 units such as Yuntian Lifei, Baidu, Alibaba Cloud, Tencent attended the seminar and proposed to build a "New information infrastructure construction service Alliance".