The scope of new infrastructure construction first delineates the investment horizon of trillion yuan this year

The National Development and Reform Commission "delineated" the scope of new infrastructure for the first time. On April 20, Wu Hao, Director of the Department of Innovation and High Technology Development of the National Development and Reform Commission, said at a regular press conference that, at present, the new infrastructure mainly includes information infrastructure, integration infrastructure and innovation infrastructure. According to industry experts, the investment in new infrastructure this year may be around 1 trillion yuan.
Information, integration and innovation form a new infrastructure
"All sectors of the society pay close attention to the construction of new infrastructure, which is a hot topic at present. With regard to the concept of new infrastructure, we carefully study the spirit and requirements of the relevant documents of the central government, systematically comb the development status at home and abroad, and preliminary research shows that the new infrastructure is to provide digital transformation and intelligence for high-quality development needs, led by new development concepts, driven by technological innovation, based on information networks The infrastructure system for upgrading and integrating innovation and other services. " Wu Hao said.
Information infrastructure mainly refers to the infrastructure based on the evolution of new generation information technology. For example, 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.
Convergence infrastructure mainly refers to the integration infrastructure formed by deeply applying Internet, big data, artificial intelligence and other technologies to support the transformation and upgrading of traditional infrastructure. For example, intelligent transportation infrastructure, intelligent energy infrastructure, etc.
Innovation infrastructure mainly refers to the public welfare infrastructure supporting scientific research, technology development and product development. Such as major science and technology infrastructure, science and education infrastructure, industrial technology innovation infrastructure, etc.
"Of course, with the technological revolution and industrial transformation, the connotation and extension of new infrastructure are not unchanging, and we will continue to follow up and study." Wu Hao said.
Study and issue guidance on new infrastructure development
The new infrastructure is becoming a major engine for China's multi pronged efforts to promote development. Since March this year, including the National Development and Reform Commission, the Ministry of Industry and Information Technology and other departments have repeatedly mentioned the need to accelerate the construction of 5G and other new infrastructure.
How to promote the development of new infrastructure in the next step, Wu Hao revealed a series of "combination boxing". The first is to strengthen top-level design and study and issue relevant guidance to promote the development of new infrastructure.
"Considering that the new infrastructure involves the division of responsibilities of multiple industries and departments, as well as the division of powers between the central and local authorities, the preparation of the new infrastructure development plan is conducive to forming consensus and joint efforts." Wu Yaping, a researcher at the Investment Research Institute of the Chinese Academy of Macroeconomics, said.
Wu Yaping believes that the planning related to the development of new infrastructure should highlight the goal orientation and problem orientation, clarify the basic ideas and development roadmap for the development of new infrastructure, clarify the goals, tasks and priorities for the development of new infrastructure, propose major innovation projects, major construction projects and major reform initiatives, and propose policies and measures related to investment, finance and taxation, finance, and talent.
The second is to optimize the policy environment. "Focusing on improving the long-term supply quality and efficiency of new infrastructure, we will revise and improve the access rules conducive to the sustainable and healthy development of emerging industries." Wu Hao said.
In addition, we need to make overall planning and coordination, focus on project construction, including accelerating the deployment of 5G networks, promoting the optimization and upgrading of optical broadband networks, and accelerating the construction of a national integrated big data center. Steadily promote the "digital+" and "intelligent+" upgrading of traditional infrastructure. At the same time, we will deploy innovative infrastructure in advance.
Enterprises from all walks of life invest heavily in new infrastructure
What is the investment scale of new infrastructure? Wu Yaping judged that the new infrastructure investment this year may be about 1 trillion yuan.
"New infrastructure construction has the characteristics of emerging industries and high-tech industries, and it is more appropriate to invest in new infrastructure construction according to the path and ideas of high-tech industrialization development. In principle, new infrastructure construction should focus on the independent investment model of enterprises, mainly based on market-oriented financing, and the government can provide appropriate resources, funds and policy support as needed." Wu Yaping said.
It is understood that various enterprises have actively planned to invest in new infrastructure. China Mobile said that it will significantly increase 5G capital expenditure to about 100 billion yuan in 2020, a significant increase compared with the 24 billion yuan invested in 5G in 2019.
In addition, Alibaba Cloud announced on the 20th that it will add new infrastructure and invest another 200 billion yuan in three years to tackle major core technology research and development challenges such as cloud operating systems, servers, chips, and networks, and to build future oriented data centers.