what is new infrastructure? What does new infrastructure mean? Let's take a look with the financial manager. The focus of new infrastructure is no longer real estate, but "intercity transportation, logistics, municipal infrastructure, and new infrastructure construction such as 5G, artificial intelligence and industrial Internet".
we can regard this new infrastructure as an information infrastructure under a broad definition, which mainly includes a new round of network construction, such as fiber-optic broadband, narrowband Internet of Things (NB-IoT), 5G, IPv6, Beidou, etc., data information related services, such as big data center, cloud computing center, etc., and information and network security. This year, some provinces and cities have also put forward their own information infrastructure construction plans, and the national information infrastructure is expected to be launched quickly.
therefore, the construction of information infrastructure will be the focus of the new round of infrastructure construction in China. From the current policy support, local planning and the future development space of emerging industries, it is suggested to pay attention to 5G, Beidou, big data center and network security.
This round of infrastructure construction will be "new infrastructure", which will be the core theme in 219. The "new infrastructure" has the following directions:
First, the construction of 5G base stations; Judging from the scale of industries to be undertaken in the future, 5G will be the most anticipated direction of new technologies. China's key emerging industries, such as industrial internet, car networking, enterprise cloud access, artificial intelligence, telemedicine, etc., all need 5G as industrial support. Under the global environment of accelerating the deployment of 5G, the speed of domestic 5G construction is expected to be ahead of schedule. Relevant targets: Guangxun Technology, ZTE, Dongshan Precision, Shennan Circuit and Hudian.
2: UHV; In terms of news, the State Grid started the mixed reform in ten fields, and the UHV field was opened for the first time. Including continuing to promote the overall listing of equipment manufacturing enterprises in different sectors; Accelerate the reform of mixed ownership of electric vehicle companies; Carry out the reform of mixed ownership of information and communication industry; Introducing social capital in the field of UHVDC project; Promote the reform of mixed ownership of navigation business; Deepen the reform of mixed ownership of financial business; Accelerating the pilot reform of incremental power distribution has achieved results; Actively promote the shareholding system reform of trading institutions; Increase open cooperation in the field of comprehensive energy services. The opening of UHV construction by State Grid to social capital has opened up the market's imagination space for the industry prospect. UHV transmission refers to long-distance transmission with AC 1 kV and above and DC plus or minus 8 kV and above. The advantage of UHV transmission is high efficiency. UHV is an original and world-leading major power grid innovation technology in China, and its successful research and development has made China stand on the commanding heights in the cutting-edge technology field of power grid for the first time. For UHV projects, high technical level, strong ability of optimal allocation of resources, stable operation and income, and large investment amount are its remarkable characteristics.
three: intercity high-speed railway and urban rail transit; In the past month, the National Development and Reform Commission has approved the urban rail and railway construction plans of eight cities and regions (including new ones), including rail transit in Chongqing, Jinan, Hangzhou, Shanghai and Changchun, railway construction in Guangxi Beibu Gulf Economic Zone, newly-built Xi 'an-Yan 'an and urban agglomerations along the Yangtze River in Jiangsu Province, with a total investment of about 86 billion yuan. Among them, the relevant planning investments in Shanghai and Jiangsu are about 298.348 billion yuan and 218 billion yuan respectively < P > In January p>219, nearly 15 billion urban rail projects in Wuhan were approved, and today the Beijing Municipal Transportation Commission said that three rail lines will be opened in Beijing in the next three years. Urban rail projects have sprung up one after another! Urban rail construction will start the construction year!
1) Large-scale infrastructure central enterprises have many advantages, such as low valuation, leading advantages, central-led investment, expectations of national reform, and so on: China Railway Construction, China Railway, China Jiaotong Construction, etc.
2) Yunnan, Guizhou, Zhejiang, Sichuan, Guangdong, Hubei and Shandong are the leading infrastructure projects in high-potential areas, and the growth rate in the southwest region has rebounded significantly since the second half of the year, and it is also a major poverty alleviation town: Sichuan Road and Bridge, Shandong Road and Bridge, Chengdu Road and Bridge, Xinjiang Jiaojian, etc.
3) infrastructure design leaders: Suzhou Communications Department, China National Construction Corporation, and China Research Institute.
4)PPP private enterprise leader: Longyuan Construction, etc.
fourth: big data center; Big data centers and network security that bring investment opportunities due to the necessary needs born in the data age. The construction of big data center brings convenience to the storage and application of increasing digital information, and benefits from Baoxin software. Network security incidents occur frequently, and how to create a secure network environment has once again become the focus of attention. Relevant policies and network construction are expected to accelerate. Related stocks: Shenxin, Sino-Singapore Seck, Zhongfu Information, and Meiya Baike.
five: charging piles for new energy vehicles;
six: artificial intelligence;
seven: industrial internet.