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First, the concept of new infrastructure

New infrastructure construction, or "new infrastructure", is a relative concept in infrastructure construction. In the past, infrastructure construction mainly refers to railway, highway, airport, port, water conservancy facilities and other construction projects, so it is also known as "Iron Gong Ji", which has played an important basic role in the economic development of China. Compared with the traditional infrastructure, the new infrastructure construction focusing on high-quality development has undoubtedly attracted more attention today.

With the deep integration of digital technology and network technology, the data is growing exponentially. The digital economy marked by the industrialized application of next-generation information technologies such as big data, cloud computing, artificial intelligence, Internet of Things and blockchain needs a set of digital infrastructure as support.

For example, the digital transformation of China's traditional manufacturing industry and the development of intelligent manufacturing need the support of industrial Internet; The application of intelligent technologies such as unmanned aerial vehicles and unmanned driving needs the support of vehicle networking and intelligent transportation infrastructure; Digital and intelligent transformation of hydropower services, public infrastructure in cities such as Gonggou need the support of urban Internet of Things, and so on. Therefore, the concept of new infrastructure construction came into being.

From February 2065438 to February 2008, at the Central Economic Work Conference, the decision-makers emphasized that we should give full play to the key role of investment, intensify the technological transformation and equipment renewal of manufacturing industry, accelerate the pace of 5G commercialization, strengthen the construction of new infrastructure such as artificial intelligence, industrial Internet and Internet of Things, increase the investment in intercity transportation, logistics and municipal infrastructure, fill the shortcomings of rural infrastructure and public service facilities, and strengthen the prevention and control of natural disasters. As a result, new infrastructure construction, as a new term, began to appear in national documents.

According to the regular press conference held by the National Development and Reform Commission in April recently, the new infrastructure is an infrastructure system that is guided by new development concepts, driven by scientific and technological innovation, based on information networks, and provides services such as digital transformation, intelligent upgrading, integration and innovation for high-quality development needs.

Wu Hao, director of the Innovation and High-tech Development Department of the National Development and Reform Commission, said that at present, the new infrastructure mainly includes three aspects:

The first is information infrastructure. It mainly refers to the infrastructure based on the evolution of a new generation of information technology, such as 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 centers and intelligent computing centers.

The second is to integrate infrastructure. It mainly refers to the deep application of Internet, big data, artificial intelligence and other technologies, supporting the transformation and upgrading of traditional infrastructure, and then forming integrated infrastructure, such as intelligent transportation infrastructure and smart energy infrastructure.

The third is to innovate infrastructure. Mainly refers to the public infrastructure that supports scientific research, technology development and product development, such as major scientific and technological infrastructure, science and education infrastructure, industrial technology innovation infrastructure, etc.

In fact, key emerging industries in China, such as industrial Internet, car networking, enterprise cloud, artificial intelligence, telemedicine and so on. , all need 5G as industrial support; The upstream and downstream industrial chain of 5G itself is also very extensive, and even directly extends to the consumer field.

5G network has the characteristics of high data transmission rate, low delay, energy saving, and supporting large-scale networking. As a major change point in the field of mobile communication, 5G is the leading field of current "new infrastructure". Previously, 5G was also designated as "new kinetic energy for economic development" by the top management. No matter from the future industrial scale or the technical role played in emerging industries, 5G is the most anticipated.

Second, the prospects of the construction industry for 5G technology

Take the construction industry as an example. It is extremely urgent to realize energy saving, emission reduction, cost reduction and efficiency improvement in the information transformation and upgrading of the construction industry. BIM technology has played a leading role in innovative applications such as planning, design, construction, operation and maintenance of the whole industrial chain, and further promoted the innovative development of digital technologies such as BIM technology, big data, cloud computing, Internet of Things, mobile Internet and China construction industry.

The perfect combination of BIM technology and prefabricated buildings brings infinite opportunities for the reform, plasticity and innovative development of new models of the construction industry. BIM+ assembly +EPC construction mode will also lead the construction industry to build a new world higher, faster and better, 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 beacons in the new infrastructure era.

From the current development of emerging industries such as big data, cloud computing, Internet of Things, Internet of Vehicles and VR/AR. It can be clearly found that each item depends on the characteristics of high transmission rate and low delay of 5G technology, so it can be said that the manufacturing industry in the digital economy era is closely related to 5G. As a huge industry with an annual output value of more than 20 trillion yuan, it is foreseeable that the construction industry also has great demand for 5G technology, which is mainly used in the following future scenarios:

Intelligent building

Use BIM and cloud computing, big data, Internet of Things, mobile Internet, artificial intelligence and other information technologies to lead the business strategy of industrial transformation and upgrading, and integrate personnel, processes, data, technology and business systems to realize the monitoring and management of the whole process of project construction.

Intelligent construction site

In the 5G era, the remote automatic control of the construction site will be realized. The remote control of construction machinery and equipment through the 5G network will effectively solve the problems that the safety of personnel in the field of construction machinery is difficult to guarantee and the cost of enterprises remains high.

Internet platform of the whole industry chain

Different from the current building Internet e-commerce platform, the application of 5G technology will open up all links in the construction industry and integrate the building materials industry, construction machinery, labor dispatch and engineering construction that were originally isolated from each other.

Third, "new infrastructure" creates new kinetic energy.

The "new generation infrastructure" represented by 5G will stimulate the investment of a new generation of information technology, equipment, talents and other elements, with higher requirements for investment and operation mode, wider coverage and more participants, which will promote industrial development more obviously.

At the same time, the management of "new infrastructure" involves many departments such as municipal administration, transportation, safety, environment and informatization. The integrated management based on digital platform will bring great changes to the management mode of government public infrastructure.

It can be predicted that the "new infrastructure" represented by information infrastructure will not only reduce costs, improve efficiency and innovate business models, but also stimulate the research and development and application of new materials, new devices, new processes and new technologies, promote the technological transformation and equipment renewal of manufacturing industries, and provide necessary support for the development of new technologies, the formation of new industries, new models and new formats and large-scale commercialization. This is very important for China to optimize its economic structure, support new service industries and new economy, boost China's economic transformation and upgrading, and meet greater challenges.

In the choice of new infrastructure investment direction, we should reflect the national will, top-level design and overall layout. It is necessary to make up the shortcomings, "pay back the old accounts" and accelerate the "new infrastructure" represented by information technology such as 5G; It is necessary to "spend money on the cutting edge", invest in industries with better growth, higher efficiency, greater industrial driving effect and stronger risk resistance, solve the urgent problems in current development, lay a foundation for the future development of the country, pay more attention to strategic emerging industries, and cultivate new industries and economic growth points. Only in this way can we be steady and steady in the new round of scientific and technological revolution and industrial transformation, and occupy a leading position in future economic competition and even comprehensive national strength competition.

Will new infrastructure construction break out in 2020?

In 2020, "new infrastructure" entered the layout of high-rise buildings as never before.

As far as time is concerned:

65438+ 10 3 the State Council Executive Meeting: Vigorously develop advanced manufacturing industries, introduce new infrastructure investment support policies such as information networks, and promote intelligent and green manufacturing;

February 14 Twelfth meeting of the Central Leading Group for Comprehensively Deepening Reform: Infrastructure is an important support for economic and social development, and it is necessary to make overall plans for the development of existing and incremental, traditional and new infrastructure, and build a modern infrastructure system that is intensive, efficient, intelligent, green, safe and reliable.

February 2 1, the Political Bureau of the Communist Party of China (CPC) Central Committee Conference: Increase the support for research and development of reagents, drugs and vaccines, and accelerate the development of biomedicine, medical devices, 5G networks and industrial Internet.

On February 23rd, the central government promoted the deployment meeting of epidemic prevention and control and economic and social development in COVID-19 as a whole: some traditional industries were hit hard, and emerging industries such as intelligent manufacturing, unmanned distribution, online consumption and medical health showed strong growth potential; We should take this opportunity to transform and upgrade traditional industries and cultivate and expand emerging industries.

On March 4th, Standing Committee of the Political Bureau of the Communist Party of China Central Committee meeting of the Communist Party of China: We should increase investment in public health services and emergency supplies, and speed up the construction of new infrastructure such as 5G networks and data centers.

A series of meetings have greatly emphasized the importance of new infrastructure construction and greatly enriched the new connotation of new infrastructure construction. Among them, in the meeting on March 4, senior officials mentioned the data center for the first time in the "new infrastructure", although this is not surprising.

It is worth mentioning that according to the statistics of 2 1 Century Business Herald, as of March, 1, 13 provinces and cities include Beijing, Shanghai, Jiangsu, Fujian, Henan and Chongqing. The list of investment plans for key projects in 2020 has been published, including 10326 projects, of which 8 provinces have been published. A total of 33.83 trillion yuan-of which, infrastructure investment is an important part of local investment plans, and some areas even account for more than half of the total investment.

The picture comes from "2 1 Century Business Herald"