National Development and Reform Commission: estimated investment 5g, rail transit over 700 billion

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 National Development and Reform Commission: estimated investment 5g, rail transit over 700 billion


New infrastructure of hot words proposed by the national development and Reform Commission

At the conference, the national development and Reform Commission raised the new infrastructure of hot words in March. Gao Gao, deputy secretary-general of the national development and Reform Commission, said that the central government should actively use all kinds of funds, including investment within the central budget, to strengthen new infrastructure construction, including 5g, data center and industrial Internet.

At present, the relevant work of the new infrastructure is steadily advancing. On March 21, Zheng Jian, deputy director of the Foundation Department of the national development and Reform Commission, said that the Central Committee for deep reform had considered and adopted the idea of promoting the high-quality development of infrastructure. For new infrastructure, the next step is to accelerate the promotion of high-quality development.

Aiming at the high-quality development of new infrastructure, Zheng Jian said: first, innovation and development, we should further strengthen the planning guidance of new infrastructure construction, improve the policy environment, innovate relevant systems and mechanisms, support the construction of diversified demonstration and application scenarios, strengthen forward-looking and guiding technology research and development and innovation, and consolidate the development foundation. Second, integrated development is to achieve comprehensive balance, cohesion and coordination, strengthen resource integration, co construction and sharing, promote collaborative integration, and improve the efficiency of resource element allocation.

This is mainly driven by new infrastructure to promote the optimization of traditional infrastructure services and improve efficiency. In the future, more projects such as intelligent transportation, smart grid and smart city will be promoted as a whole to build a infrastructure system that meets the development needs of intelligent economy and smart society. At the same time, we should speed up efforts to make up for the shortcomings in traditional infrastructure. At the meeting, Zheng Jian stressed the role of new infrastructure in promoting traditional infrastructure.

According to the Beijing News, the national development and Reform Commission talked about the new infrastructure four times in seven days from March 17 to March 23. On March 17, Liu Shihu, deputy director of the investment department of the national development and Reform Commission, said that we should speed up the construction of 5g network, data center and other new infrastructure, and pay more attention to mobilizing the enthusiasm of private investment. On March 18, when talking about new consumption, ha Zengyou, director of the division of employment income distribution and consumption of the national development and Reform Commission, said that he would focus on accelerating the construction of a new generation of information infrastructure focusing on 5g network and data center, and strive to promote the full coverage of information services. On March 21, at the same press conference with Zheng Jian, Ou Hong, director of the investment department of the national development and Reform Commission, also said that the construction of 5g network, data center and other new infrastructure should be scientifically demonstrated and promoted in an orderly manner without flooding.

As early as March 4, the meeting of the Standing Committee of the Political Bureau of the CPC Central Committee pointed out that we should increase investment in public health services, emergency material support, and speed up the construction of 5g network, data center and other new infrastructure. We should focus on mobilizing the enthusiasm of private investment. New infrastructure has attracted attention.

Whether its boosting the economy in the epidemic or the demand before the epidemic, its expected to increase the capital construction. Zhao Xijun, vice president of the school of Finance and finance of Renmin University of China, told the Beijing news that infrastructure construction has always been an important part of Chinas economic construction, and investment driven by infrastructure construction is also an important driving force for Chinas economic growth.

Organization: 5g, total investment in rail transit is about 700 billion

Li Jin, chief researcher of China Enterprise Research Institute, said that there are three parts. One is major projects and infrastructure construction that have been clearly planned by the state. For the seven major urban agglomerations, the space for road and bridge construction is still large in the long run, otherwise, it will restrict the economic and social development and bring serious problems such as traffic congestion and environmental pollution. Such a one belt, one road town such as Yunnan still takes government investment as the leading factor. Second, investment in public health services and emergency material security is an exposed problem. It is an urgent need. It also includes infrastructure in education, medical care, health care and other areas of peoples livelihood consumption upgrading, which is a long-term consumption. This is a special measure under special circumstances, which can recover the economy as soon as possible. Moreover, the epidemic situation reflects our existing shortcomings, and making up for them is a clear investment direction. Third, new investment areas mainly include: 5g infrastructure, UHV, intercity high-speed railway and intercity rail transit, new energy vehicle charging pile, big data center, artificial intelligence, industrial Internet, etc. These areas are the best combination of stimulating effective demand in the short term and increasing effective supply in the long term. Li Jin said.

Previously, according to the macro analysis of Guangfa, the estimated investment scale of 5g base station is about 240-300 billion. The estimated investment scale of intercity high-speed and urban rail transit is 540-640 billion. Top two in the new infrastructure segment.

As of March 10, government work reports of 25 provinces and cities have mentioned new infrastructure construction, among which 21 regions have expressed to promote 5g construction and layout and other related work, and 8 regions have clearly planned the number of new 5g base stations planned for the year, totaling about 276000. Considering the investment plan of China Unicom and Telecom for 5g base stations in the first three quarters of 2020 is 250000, and the mobile construction plan is 300000, it is conservatively estimated that in 2020, the construction volume of 5g base stations in China will be about 600000, the average cost of each base station will be about 400000-500000 yuan, and the total investment scale will be about 2400-300 billion yuan. Guo Lei, chief Macro Analyst at GF Securities, said.

In addition, according to the statistics of the development and Reform Commission of each region (as of March 10), the urban rail transit projects (Metro, tram) of 12 regions in 2019 have been approved by the national and provincial development and Reform Commission, involving about 59 urban rail transit lines, with a total investment of about 970 billion yuan. Among them, about 29 lines are under construction (2 lines are in trial operation period), and the remaining 30 lines are expected to be fully constructed in 2020. Considering that the construction cycle of urban rail transit is usually longer than one year, it is estimated that the investment scale in this year will be about 40% - 50% of the total investment, that is to say, the investment scale of urban rail transit in 2020 is expected to reach about 400-500 billion yuan. Guo said.

The number of 5g base stations in first tier cities is over 10000

The reporter of Beijing News found that in the 5g field, as a first-line City, beishangguangshen is in the forefront of the construction of 5g base station.

As of March 10, Beijing Municipal Communications Administration released information that 26000 5g base stations and nearly 800000 5g users had been opened in the city, including 8400 shared base stations of China Unicom and China Telecom. According to the latest news from Shanghai Municipal Commission of economic information technology, by the end of 2019, more than 16000 5g Hongji stations and 13000 5g indoor small stations have been built in Shanghai, realizing the full coverage of 5g network in key urban and suburban areas. In 2020, it is planned to invest 20 billion yuan to build 30000 5g Hongji stations and 50000 5g indoor small stations.

On March 16, Shenzhen held a video conference on major project promotion and economic work scheduling. It was pointed out that in 2019, there will be 15500 5g base stations in Shenzhen. According to the plan, 30000 5g base stations will be built this year, and 45000 will be built in total, striving to achieve full coverage of 5g network before the end of August. As a first tier city, Guangzhou is also in the forefront of 5g base station construction. Guangzhou Municipal Bureau of industry and information technology reported the development of the citys digital economy on November 26 last year, saying that more than 12000 5g base stations have been built.