For the first time, Chinese officials have defined the general scope and areas of new infrastructure.
At the press conference of the national development and Reform Commission on April 20, the national development and Reform Commission introduced that the new infrastructure mainly includes information infrastructure, integration infrastructure and innovation infrastructure.
Among them, information infrastructure includes communication network infrastructure represented by 5g, Internet of things, industrial Internet and satellite Internet, new technology infrastructure represented by artificial intelligence, cloud computing and blockchain, and computing infrastructure represented by data center and Intelligent Computing Center; integration infrastructure includes intelligent transportation infrastructure and intelligent energy base Infrastructure and other contents; and innovation infrastructure includes major science and technology, industrial technology innovation infrastructure and other fields.
According to the analysis of the industry, the construction of new capital should be based on social capital investment to avoid large-scale investment by the government; demand oriented and not flood irrigation; in implementation, we need to make overall plans for the long-term development roadmap and annual investment plan of the new infrastructure, so as to prevent rushing headlong into the rush and duplication of construction and avoid short-term investment bubbles.
It is worth noting that cloud computing, artificial intelligence, 5g, industrial Internet and blockchain are not only new technologies, but also new formats and applications. -Photo by Gan Jun
Covering three aspects and many fields
At the press conference on April 20, Wu Hao, director of the innovation and high technology development department of the national development and Reform Commission, introduced that the new infrastructure is an infrastructure system that takes the new development concept as the guide, technological innovation as the driving force, information network as the basis, and provides services such as digital transformation, intelligent upgrading, and integrated innovation for the needs of high-quality development.
He pointed out that at present, the new infrastructure mainly includes three aspects:
First, information infrastructure. It mainly refers to infrastructure generated based on the evolution of new generation information technology, such as communication network infrastructure represented by 5g, Internet of things, industrial Internet, Satellite Internet, new technology infrastructure represented by artificial intelligence, cloud computing, blockchain, and computing infrastructure represented by data center and Intelligent Computing Center.
Second, integrate infrastructure. It mainly refers to the integration infrastructure formed by deep application of Internet, big data, artificial intelligence and other technologies to support the transformation and upgrading of traditional infrastructure, such as intelligent transportation infrastructure, intelligent energy infrastructure, etc.
Third, innovate infrastructure. It mainly refers to the public welfare infrastructure supporting scientific research, technological development and product development, such as major scientific and technological infrastructure, scientific and educational infrastructure, industrial technological innovation infrastructure, etc.
With the technological revolution and industrial transformation, the connotation and extension of new infrastructure are not immutable. Wu Hao said.
Li Yiming, deputy director of Electronic Information Research Institute of CCID Research Institute, Ministry of industry and information technology, told 21st century economic reporter that just as new infrastructure is not limited to seven major fields, it is not necessary to understand the scope of new infrastructure too rigidly, and it is expected that all regions will choose and choose specific contents according to local economic characteristics in the future.
She believes that new infrastructure is a strategic and network infrastructure with multiplier effect, corresponding to the traditional iron public base, conforming to the new wave of scientific and technological revolution and industrial change, facing the national strategic needs, reflecting the future development direction and providing the underlying support.
She pointed out that the category of new infrastructure is different from that of the past. This category emphasizes the three areas supported by the bottom layer, such as information technology and communication network, intelligent industry and general technology.
It is worth noting that cloud computing, artificial intelligence, 5g, industrial Internet, blockchain are not only new technologies, but also new formats and applications. There are many people involved in the upstream and downstream industrial chains. As the new infrastructure, what they point to is a puzzle for many related enterprises.
Li Yiming pointed out that new technology is a continuous process from germination to development of scene application, and then to growth into industry form and industry. As a new infrastructure, these technologies certainly do not point to the industry form, but to the basic support link at the bottom of the industry form.
Infrastructure, she said, often has externalities and therefore needs to be subsidized by the government. Government subsidy refers to the bottom basic link that will not produce market benefits, rather than the business type that will generate profits. For example, in the field of cloud computing, new infrastructure will not subsidize specific cloud computing products on a large scale, but will support the construction of cloud computing servers and data centers.
In addition, she said that the choice of new infrastructure should also consider the driving role of these links in a wide range of economic volumes.
Wu Hao said that in recent years, the supporting role of Chinas new infrastructure construction for high-quality development is accelerating to release. With the rapid development of information infrastructure, high-speed optical fiber has covered all cities, towns and over 99% of the administrative villages in the country, with more than 1.2 billion 4G network users. In the integration of infrastructure, the construction path of smart city is more clear. Among the innovative infrastructure, the national development and Reform Commission has constructed 55 major national science and technology infrastructure, supporting science and technology research.
Four major issues
Wu pointed out that in the next step, the national development and Reform Commission will work with relevant departments to focus on four aspects.
First, strengthen the top-level design. To study and issue guidance on promoting the development of new infrastructure.
Second, optimize the policy environment. Focus on improving the quality and efficiency of long-term supply of new infrastructure, and revise and improve the access rules conducive to the sustainable and healthy development of emerging industries.
Third, do a good job in project construction. Accelerate the deployment of 5g network, promote the optimization and upgrading of optical broadband network, and accelerate the construction of national integrated big data center. Steadily promote the digital + and intelligent + upgrading of traditional infrastructure. At the same time, we should deploy innovative infrastructure ahead of time.
Fourth, do a good job in overall planning and coordination. Accelerate industrial maturity and facility improvement through pilot demonstration and compliance guidance. Promote the cooperation between government and enterprises, and stimulate the investment enthusiasm of all kinds of subjects.
The white paper on the development of new infrastructure obtained from CCID think tank of the Ministry of industry and information technology of the peoples Republic of China in the 21st century economic report points out that in the future, the construction of new infrastructure needs to focus on four major issues.
First, in terms of investors, we should focus on social capital investment, give full play to the role of government financial funds in guiding and filling vacancies, avoid large-scale government investment, mobilize the enthusiasm of social capital investment, and maximize the role of investment.
Two, on the basis of strategic planning and market application needs, we should make overall plans for the long-term development roadmap and annual investment plan of the new infrastructure so as to prevent rushing headlong into the rush and duplication of construction and avoid short-term investment bubbles.
Third, in terms of regional and industrial layout, we should be demand-oriented, not flood prone, and take the lead in promoting the pilot demonstration application of new infrastructure in key regions and industries, so as to ensure the full play of investment benefits of new infrastructure.
Fourth, in terms of network security, it is necessary to simultaneously plan and formulate security technical measures for digital new infrastructure, and improve the systems for digital new infrastructure security assessment, risk assessment, security audit, confidentiality review, daily monitoring, etc.
Taking data center as an example, as the largest neutral third-party data center operator in China, Huang Wei, chairman and CEO of Wanda data, pointed out in an interview with the 21st century economic report that not all regions are suitable for building data centers, and their market demand is mainly concentrated in the economically developed regions such as North, Shanghai, Guangzhou and Shenzhen. At present, there is a large supply-demand gap in these regions.
He believes that as a heavy asset industry, data center has a long return cycle and a high technical threshold. Under the background of new infrastructure construction, all localities should follow the market rules, consider their own endowments and medium and long-term technological trends, and avoid blindly mounting horses and repeatedly investing, resulting in a new round of resource waste.
Li Yiming pointed out that unlike the traditional infrastructure, which focuses on government investment, social capital is active in many fields of new infrastructure, and venture capital and angel funds are concentrated. We should actively mobilize and guide the investment participation of social capital, and enlarge the role of investment.
At the same time, Li Yiming also pointed out that in some hot spots such as virtual reality, integrated circuits, photovoltaic and other hot spots, some local governments had been rushing headlong into action and duplicated construction. This is because many places will give too favourable conditions when competing for related projects, so that many other industries begin to rush into these industries and bring a certain bubble.
She suggested that all localities should keep a moderate rationality in this regard, and choose the areas that focus on development according to their own economic and industrial basis and development needs, and the upcoming top-level design may guide and regulate these aspects.
Source: responsible editor of 21st century economic report: Qiao JunJing, nbj11279