For example, China AMC CSI 5G Communications Theme ETF Link A, Cathay CSI All-Inclusive Communications Equipment ETF Link A, etc. Both of these are index types. If you want to subscribe for stock types, you can check out various fund sales platforms.
The so-called new infrastructure mainly includes seven major areas. That is, 5G base station construction, UHV, intercity high-speed railway and urban rail transit, new energy vehicle charging piles, big data centers, industrial Internet and artificial intelligence.
New infrastructure is the implementation of new development concepts in the era of smart economy, absorbing the achievements of the new scientific and technological revolution, realizing the country's ecological, digital, intelligent, high-speed, new and old kinetic energy conversion and economic structure symmetry, and establishing a modern economic system national capital construction and infrastructure construction.
New infrastructure construction mainly includes seven major areas: 5G base station construction, UHV, intercity high-speed railway and urban rail transit, new energy vehicle charging piles, big data centers, artificial intelligence, and industrial Internet. Many industrial chains are infrastructure systems that take new development as the concept, are driven by technological innovation, are based on information networks, and are oriented to the needs of high-quality development and provide services such as digital transformation, intelligent upgrades, and integrated innovation.
"New infrastructure" will build a basic network that supports the new driving forces of China's economy, bring huge acceleration to China's new economy, and will also drive the formation of short-term and long-term economic growth points. The reasons are as follows.
First of all, "new infrastructure" is currently in its infancy and has huge investment space. In the 5G field, the country is launching a comprehensive independent 5G basic network construction. The three major operators plan to build 600,000 base stations in 2020; in the data center field, due to the widespread application of big data and artificial intelligence, the demand for computing power has increased significantly. , leading Internet companies are scrambling to build ultra-large-scale data centers, and cities such as Wuhan, Chongqing, and Nanjing have set off a new round of urban competition for computing power.
In the field of industrial Internet, many large industrial enterprises are accelerating the construction of industrial Internet platforms and deploying edge computing networks interconnected with mechanical equipment; in the field of artificial intelligence, Baidu, Megvii, and Yitu Other companies are building artificial intelligence open platforms to support ecological development in fields such as autonomous driving, facial recognition, and medical reading.
Secondly, "new infrastructure" will give birth to a large number of new business formats. Just as the popularization of the Internet has brought about the era of e-commerce dominated by Taobao and JD.com; the popularization of mobile Internet has brought about the era of social and sharing economy dominated by WeChat, Didi and others; the popularization of 4G networks has brought about the era of wireless The era of broadband applications. As "new infrastructure" becomes a reality, the "network effect" of "new infrastructure" will bring about exponential growth and a large number of new high-growth businesses that are currently unpredictable.
"New infrastructure" will accelerate the arrival of the "fully online" era of China's economy. As "new infrastructure" becomes a reality, not only the native digital industry will develop more vigorously, but many traditional service industries and manufacturing industries will also become online industries. China's industrial digitalization level and Internet technology level will also be further improved. What this will bring is more transparent information transmission on the overall economic operation, fewer intermediate links, and a more efficient resource organization method. "New infrastructure" may be the key to supporting the new momentum of China's economic development.