1. Trillion new infrastructure construction During the COVID-19 epidemic at the beginning of 2020, China’s infrastructure capabilities once again refreshed the world’s understanding.
As the epidemic situation gradually becomes clearer, stimulating economic recovery is the top priority, and "new infrastructure" has become a new policy focus.
In the past nearly 2 years, "new infrastructure" has evolved from a concept to a top-level national design, and has now entered the deployment stage in full swing.
As of March 5, 24 provinces and municipalities across the country have issued large investment orders totaling more than 48 trillion yuan.
Among the 7 major areas covered by the new infrastructure, intelligent transportation and autonomous driving span 5 sectors of "5G, new energy vehicle charging piles, big data centers, artificial intelligence, and industrial Internet" and have become the key to the implementation of the new infrastructure.
Application direction.
With trillions of investments, the new infrastructure is not only a boost for the post-epidemic reconstruction of the intelligent transportation and automobile industries, but also provides an excellent opportunity for China's intelligent transportation and automobile industries to overtake in corners.
New infrastructure is a huge opportunity for China's technology leaders. Companies like Baidu and Apollo, which are deeply involved in intelligent transportation and autonomous driving, are typical representatives of the new infrastructure.
2. The impact of new infrastructure. The concept of new infrastructure was first proposed at the Central Economic Work Conference held at the end of 2018. At the meeting, the positioning of "new infrastructure construction" such as 5G, artificial intelligence, and industrial Internet was clarified.
In March this year, the Standing Committee of the Political Bureau of the Central Committee of the Communist Party of China held a meeting, at which it emphasized the need to accelerate the construction of new infrastructure such as 5G networks and data centers.
As of March 5, according to the future key investment project plans announced by 24 provinces and municipalities across the country, including Beijing, Shanghai, Guangdong, Jiangsu, etc., the total planned investment related to "new infrastructure" reached 48.6 billion yuan.
trillion yuan, the total amount exceeds half of China's GDP in recent years.
Taking 5G infrastructure as an example, China Unicom, China Telecom and China Mobile plan to build more than 550,000 base stations this year. With strong policy support this year, China's IDC (data center) market may reach 2000.
With the popularity of new energy vehicles, the scale of China's new energy charging pile market is also at the level of 100 billion yuan every year.
What value does the trillion-dollar new infrastructure bring?
Baidu CEO Robin Li compares new infrastructure to the fuel tank that accelerates China's future economy. "In the next ten years, the smart economy will become the new label of China's economy. And new infrastructure is the fuel tank that accelerates the launch of the smart economy rocket."
3. Benchmark application of intelligent transportation In the implementation direction closely related to new infrastructure, intelligent transportation and autonomous driving are undoubtedly the leading applications.
Intelligent transportation is the artery of the city, and autonomous driving is the ultimate answer to optimizing future travel and logistics.
The total annual logistics costs in China can account for about 15% of the total GDP, and the cumulative cost of logistics and travel exceeds 20% of the GDP.
Smart cities have been implemented in various parts of the country, and smart transportation is the key application that has been implemented first.
Taking Changsha City as an example, Changsha has been preparing to compile the "Changsha New Smart City Top-level Design" since 2018, and has successively signed strategic cooperation with technology giants such as Baidu to create a smart city demonstration city.
By September 2019, Changsha cooperated with Baidu Apollo to launch China's first autonomous driving city.
Changsha has opened an autonomous driving open road with a total length of 135 kilometers and a demonstration area of ??70 square kilometers. Baidu Apollo has jointly built it with Changsha *** through the accumulation of technologies in the two directions of autonomous driving and vehicle-road collaboration.
It is the smart driving demonstration area with the longest road mileage, the largest area, the most complex coverage scenarios, and the most advanced vehicle-road collaboration infrastructure in China.
On September 26 last year, 45 driverless taxis jointly developed by Baidu Apollo and Hongqi took to the streets. Robotaxi became Changsha’s new business card for building a smart city.
4.?The threshold of new smart transportation infrastructure. Smart cities and smart transportation construction are both huge systems, in which the various sections of the new infrastructure are highly integrated. You have me in you, and you have me in you.
Therefore, only a few industrial giants like Baidu are able to integrate the needs of smart city and smart transportation development.
In the direction of intelligent transportation, there are only a few companies that can meet the multi-end integration capabilities of vehicle terminals, road sections, cloud and high-precision maps.
In addition to Baidu, among China's technology giants, Tencent, Alibaba, and Huawei all have plans for intelligent transportation and autonomous driving. Baidu is among them with the earliest investment and the most complete system construction. It is currently contracted for urban projects in the direction of intelligent transportation and autonomous driving.
It is also the most.
In 2019, Baidu Apollo announced that it had carried out autonomous driving tests in 23 cities across the country, with a test mileage of more than 3 million kilometers, ranking first in the country in terms of number and scale.