Huang Qifan: accelerating new infrastructure construction will promote and lead the fourth industrial revolution

category:Finance
 Huang Qifan: accelerating new infrastructure construction will promote and lead the fourth industrial revolution


Huang Qifan pointed out that the industrial Internet is a blue ocean. According to the calculation, if digital support is introduced in the five fields of aviation, electricity, health care, railway and oil and gas, assuming only 1% improvement in efficiency, an average of 20 billion US dollars can be generated each year. In 15 years, nearly $300 billion is expected to be saved. If digital transformation can expand 10% of the industrial value space, it can create more than 200 billion dollars of value every year.

If Chinas consumer Internet market can only accommodate a few trillion yuan level enterprises at present, it is possible to accommodate dozens of innovation enterprises of the same scale in the field of industrial Internet, he said.

It mainly includes: first, information infrastructure. Including 5g network, big data, artificial intelligence, Internet of things, cloud computing, blockchain, etc. The second is the integration of infrastructure, which is to use the above technologies to enable and enhance the efficiency of traditional infrastructure, such as intelligent transportation. Third, innovate infrastructure. For example, large scientific devices and large experimental platforms supporting major scientific research and technological development.

Huang Qifan pointed out that the development of new infrastructure is a powerful weapon to cope with the economic downturn.

Compared with the old infrastructure, the new infrastructure is more aimed at information flow and capital flow. It not only provides people with point-to-point instant information services, but also facilitates the cross regional flow of capital through the financial payment tools based on the Internet and the Internet of things, and also provides great convenience for the network-based service trade. From the perspective of investment economy. The old infrastructure investment is large, the recovery is slow, and the scale of new infrastructure investment is different, but in general, the return period is relatively short. From the perspective of investors. The old infrastructure is generally invested by the government, which often needs to cover the bottom. The new infrastructure construction is generally invested by the market entities themselves, with their own profits and losses. From the economic and social benefits of investment. The old infrastructure investment has formed a number of transportation hubs, while the new infrastructure investment has laid the foundation for the development of future human civilization, such as digital economy, intelligent economy and life economy.

The new infrastructure will boost the industrialization of digital economy and form a trillion level self-contained digital platform. According to the estimation of relevant institutions of the Ministry of industry and information technology, in 2018, Chinas information and communication industry specifically includes electronic information manufacturing industry, telecommunication industry, software and information technology service industry, Internet industry, etc., with a scale of 6.4 trillion yuan, accounting for 7.1% of the GDP. It is estimated that during 2020-2025, Chinas 5g business will directly drive the total economic output of 10.6 trillion yuan, and directly create an economic added value of 33000 yuan Billion yuan.

The new infrastructure will boost the digitalization of traditional industries and form an industry internet with subversive significance.

The so-called industrial Internet is to use digital technology to digitize and network all elements and links of the industry, promote the restructuring and reform of business process production mode, and then form a new industrial cooperation, resource allocation and value creation system.

Huang Qifan believes that compared with the United States, Chinas industrial Internet is still in the early stage of development, and the domestic consumer Internet has entered a slow growth period since 2014, in fact, it has been close to the ceiling, and now it has gradually entered the turning point. At present, there are no industrial Internet enterprises emerging in China. The 5g era will form the industrial Internet era, and the unicorn in the future will mainly come from the industrial Internet system.

At present, Chinas basic research capacity needs to be further improved, there are still many shortcomings in the innovation system, and the new national system under the market economy needs to be explored. Accelerating the construction of new infrastructure, especially the layout of innovative infrastructure represented by a number of large-scale scientific devices and large-scale experimental platforms, while serving the deepening of the reform of scientific and technological innovation system, will help to build a collaborative innovation system of basic research, regional innovation, open innovation, cutting-edge innovation and deep integration, help to further stimulate global innovation momentum, and help China participate in it Even leading the fourth industrial revolution.

Source: interface news Author: Hao Xinyao editor in charge: Wang Xiaowu_ NF