A new infrastructure intention
New infrastructure construction, or "new infrastructure", is a relative concept in infrastructure construction. In the past, infrastructure construction mainly referred to railroads, highways, airports, ports, water conservancy facilities and other construction projects, and therefore also known as the "iron and public infrastructure", which played an important role in the process of China's economic development. Compared with the traditional infrastructure, the new infrastructure construction focusing on high-quality development is undoubtedly receiving more attention today.
With the deep integration of digital technology and network technology, data is growing exponentially, and the digital economy, marked by the industrialization and application of a new generation of information technology such as big data, cloud computing, artificial intelligence, the Internet of Things, blockchain, etc., needs a complete set of digital infrastructure as support.
For example, the digital transformation of China's traditional manufacturing industry and the development of intelligent manufacturing requires industrial Internet support; the application of intelligent technologies such as drones and unmanned drones requires the support of the Internet of Vehicles and intelligent transportation infrastructure; and the digitalization and intelligent transformation of urban public **** infrastructure such as water, electricity, and gas services, comprehensive pipeline corridors, and so forth, requires the support of the Internet of things in the city and so on. Thus, the concept of new infrastructure construction was born.
In December 2018, at the Central Economic Work Conference, the decision makers emphasized that it is necessary to play a key role in investment, increase the technological transformation of the manufacturing industry and the renewal of equipment, accelerate the pace of the commercialization of 5G, strengthen the construction of new types of infrastructure, such as artificial intelligence, industrial Internet, Internet of Things, and increase investment in intercity transportation, logistics, municipal infrastructure, etc., and make up for the short boards of the construction of rural infrastructure and public **** service facilities, and strengthening capacity building for natural disaster prevention and control. Thus, the new infrastructure construction, as a new term, began to appear in the national level documents.
According to the April regular press conference held by the National Development and Reform Commission (NDRC), the new infrastructure is an infrastructure system that is led by the new development concept, driven by technological innovation, and based on the information network, and is oriented to the needs of high-quality development to provide services such as digital transformation, intelligent upgrading, and integration and innovation.
Wu Hao, director of the Department of Innovation and High Technology Development of the National Development and Reform Commission, said that at present the new type of infrastructure mainly consists of three aspects:
One is information infrastructure. It mainly refers to the infrastructure generated based on the evolution of a new generation of information technology, for example, the communication network infrastructure represented by 5G, Internet of Things, industrial Internet, satellite Internet, the new technology infrastructure represented by artificial intelligence, cloud computing, blockchain, etc., and the arithmetic infrastructure represented by data centers and intelligent computing centers.
The second is convergence infrastructure. It mainly refers to the deep application of the Internet, big data, artificial intelligence and other technologies to support the transformation and upgrading of traditional infrastructure, and thus the formation of convergence infrastructure, for example, intelligent transportation infrastructure, intelligent energy infrastructure, etc.
Third, innovation infrastructure. Mainly refers to the support of scientific research, technology development, product development infrastructure with public welfare attributes, for example, major scientific and technological infrastructure, science and education infrastructure, industrial technology innovation infrastructure.
In fact, China's focus on the development of major emerging industries, such as the industrial Internet, the Internet of cars, enterprises in the cloud, artificial intelligence, telemedicine, etc., all need to 5G as the industrial support; and the upstream and downstream industry chain of 5G itself is also very extensive, and even extends directly to the field of consumer.
5G network has the characteristics of high data transmission rate, low latency, energy saving, and support for large-scale networking. 5G, as a major change in the field of mobile communications, is the leading field of the current "new infrastructure", and 5G has also been emphasized by the senior management as a "new impetus for economic development. The 5G has also been emphasized as "the new driving force of economic development" by the top management. Whether it is from the future scale of the industry, or the technical role of emerging industries, 5G is the most expected.
Second, the construction industry's outlook on 5G technology
The construction industry, for example. The transformation and upgrading of information technology in the construction industry, energy saving and emission reduction, cost reduction and efficiency is imminent. BIM technology plays a leading role in the innovative application of the whole industrial chain of planning, design, construction and operation and maintenance, which in turn promotes the integration and innovative development of digital technologies such as BIM technology, big data, cloud computing, Internet of Things, mobile Internet and China's construction industry.
The perfect combination of BIM technology and assembly building is a perfect opportunity for the transformation of the construction industry, the construction industry to re-plasticize and innovate a new mode of development, and the BIM + assembly + EPC construction mode will lead the construction industry to a higher, faster and better construction of the new world, and become a new growth point and create more space for innovative enterprises and private enterprises.
With the vigorous promotion and development of new infrastructure, the demand for high-tech jobs and talents in the construction industry will further increase, and BIM application engineers and assembly engineers in the construction industry will become the meat and potatoes of the new infrastructure era.
From the current development of emerging industries, big data, cloud computing, Internet of Things, Internet of cars, VR/AR, etc., it can be clearly found that each rely on 5G technology, high transmission rate, low-latency features, and thus can be said that the digital economy era of production and manufacturing and 5G is closely related. As a huge industry with an annual output value of more than 20 trillion yuan, the construction industry can be expected to have great demand for 5G technology, which will be mainly used in the following future scenarios:
Wisdom construction
Using BIM and information technology such as cloud computing, big data, Internet of Things, mobile Internet, artificial intelligence and other information technology to lead the transformation and upgrading of industry's business strategy, integrating people, processes, data, technology and business systems, realizing the whole project construction. and business systems to realize the monitoring and management of the whole process of project construction.
Intelligent construction site
In the 5G era, remote automated control of construction sites will be realized, and remote control of construction machinery and equipment will be realized through 5G network, which will effectively solve the problems of difficult to protect personnel safety and high enterprise costs in the field of construction machinery.
The whole industry chain Internet platform
Different from the current construction Internet e-commerce platform, the application of 5G technology will open up all aspects of the construction industry, so that the building materials industry, construction machinery, labor dispatch and all aspects of the construction of the project, which are currently isolated from each other, are integrated into one.
Three, "new infrastructure" to create new momentum
5G as the representative of the "new generation of infrastructure" will pull a new generation of information technology, equipment, talent and other elements of the inputs, the investment and operation mode of the requirements of a higher, broader coverage, the main body involved is also more, for the investment and operation mode of the higher, the coverage is more The new generation infrastructure, represented by 5G, will drive the investment of new generation information technology, equipment, talents and other factors, which will have higher requirements for investment and operation mode, wider coverage, more participating subjects and more obvious effect on industrial development.
At the same time, the management of the "new infrastructure" involves municipal, transportation, security, environment, information technology and other departments, based on the integrated management of the digital platform, is bound to bring about a huge change in the government's public **** infrastructure management model.
It can be predicted that the "new infrastructure" represented by the information infrastructure will not only reduce costs, improve efficiency, and innovate business models, but will also stimulate the research and development of new materials, new devices, new processes and new technologies, and promote the technological transformation of the manufacturing industry and the updating of equipment, as well as provide a new platform for the development of new technologies and the formation and large-scale commercialization of new industries, new models and new business models. It will provide the necessary support for the development of new technologies, the formation and large-scale commercialization of new industries, new modes and new business forms. This is crucial to optimizing China's economic structure, supporting new service industries and the new economy, boosting China's economic transformation and upgrading, and meeting greater challenges.
In choosing the direction of investment in new infrastructure, we should reflect the national will, top-level design, and overall layout. Both to make up for shortcomings, "pay back the old debt", but also to accelerate the 5G and other information technology as the representative of the "new infrastructure"; both to "use the money on the knife edge", investment to better growth, higher efficiency, greater industry-driven effect, anti-dumping, and more efficient. Not only do we need to "put our money to good use" and invest in industries with better growth, higher efficiency, greater industry-driven effect, and stronger risk-resistance to solve the pressing problems in development, but we also need to lay the foundation for the country's future development, pay more attention to strategic emerging industries, and cultivate new industries and economic growth points. Only in this way is it possible to stabilize the tide in the new round of scientific and technological revolution and industrial change, and occupy a dominant position in the future economic competition and even the competition for comprehensive national power.
Four, 2020, new infrastructure construction will explode?
Entering 2020, the "new infrastructure" unprecedentedly into the high-level layout.
To see the point in time:
January 3, the State Council executive meeting: vigorously develop advanced manufacturing industry, the introduction of information networks and other new infrastructure investment support policies to promote intelligent, green manufacturing;
February 14, the Central Committee for Comprehensively Deepening the Reform of the twelfth meeting of the Committee: the infrastructure is an important support for economic and social development, to optimize the whole, Synergistic integration-oriented, integrated stock and incremental, traditional and new infrastructure development, to create a modernized infrastructure system that is intensive, efficient, economically applicable, smart and green, safe and reliable.
On February 21, the Political Bureau of the Central Committee meeting: to increase the reagents, drugs, vaccine research and development support, to promote biomedicine, medical equipment, 5G network, industrial Internet and other accelerated development.
February 23, the central coordinated to promote the prevention and control of the new crown pneumonia epidemic and economic and social development work deployment meeting: some traditional industries are affected by the impact of the larger, and intelligent manufacturing, unmanned distribution, online consumption, health care and other emerging industries show strong growth potential; to take this opportunity to transform and upgrade the traditional industries, cultivate and strengthen the emerging industries.
March 4, the Standing Committee of the Political Bureau of the Central Committee meeting: to increase the public **** health services, emergency materials to protect the field of investment, to accelerate the progress of the construction of 5G networks, data centers and other new infrastructure.
The string of meetings has greatly emphasized the importance of new infrastructure construction, and greatly enriched the new connotation of new infrastructure construction - among them, in the March 4 meeting, the top management for the first time in the "new infrastructure" mentioned data centers, although this is not surprising.
It is worth mentioning that, according to the 21st Century Business Herald, as of March 1, 13 provinces and municipalities, including Beijing, Shanghai, Jiangsu, Fujian, Henan and Chongqing, released a list of key project investment plans for 2020, including 10,326 projects, of which eight provinces announced the total amount of planned investment, *** counting 33.83 trillion yuan! -- Among them, infrastructure investment is an important part of the investment plans of various regions, and the planned investment amount of infrastructure in some regions even accounts for more than half of the total investment amount.
Figure from the 21st Century Business Herald