According to Sina Financial News, many parties are stepping up to draw a new round of "new infrastructure" planning map. The Ministry of Industry and Information Technology, the National Development and Reform Commission and other departments have made it clear that they will appropriately deploy new infrastructure construction such as 5G and data centers in advance. According to incomplete statistics from the reporter of the "Economic Information Daily", more than 20 provinces (autonomous regions and municipalities) including Shanghai, Fujian, Sichuan, Hunan, and Anhui have clarified the construction plans for 5G and data centers in 2022, and proposed to further give full play to the scale effect and driving role of "new infrastructure" such as 5G to create an important engine for economic growth.
a new round of deployments is intensively released
Recently, the local two sessions are being held one after another, and "new infrastructure" has become a "hot word" in the work reports of many places.
Shanghai proposes to fully complete the three-year action plan for the construction of new infrastructure in 2022, promote the deep coverage of 5G networks, and build a number of new infrastructures such as ultra-large-scale open computing platforms. Anhui proposes to implement the "new infrastructure +" action, create a national Internet backbone direct connection point, a national integrated computing power network national hub node cluster, and build more than 25,000 new 5G base stations. In 2022, Sichuan will promote the large-scale deployment of 5G, industrial Internet, and the Internet of Things, implement the national "Eastern Data and Western Computing" project, start the construction of a provincial big data resource center, and build a national Tianfu data center cluster.
According to incomplete statistics from the reporter of the "Economic Information Daily", more than 20 provinces (autonomous regions and municipalities) have clarified the construction plans for 5G base stations, industrial Internet, and data centers in 2022, and will take "new infrastructure" as an important force to stabilize investment and promote the development of the digital economy.
Liu Xiangdong, deputy director of the Economic Research Department of the China Center for International Economic Exchanges, told the "Economic Information Daily" reporter that the Central Economic Work Conference proposed that when deploying the economic work in 2022, the policy force should be appropriately advanced, and infrastructure investment should be carried out moderately ahead of schedule to ensure that the goal of stable investment and stable growth is achieved as scheduled. Compared with traditional infrastructure, "new infrastructure" has the characteristics of involving many fields, covering a wide range of areas, and having a strong economic driving role, which is an important support for expanding effective investment. At the same time, by improving the construction of information infrastructure, in order to stimulate the vitality of the digital economy, cultivate new industry(41.550, 0.45, 1.09%) Enhance the stamina of economic development.
A series of medium- and long-term deployments will be further strengthened. The Ministry of Industry and Information Technology recently released the "14th Five-Year Plan for the Development of the Information and Communication Industry", proposing to basically build a new digital infrastructure of high-speed ubiquitous, integrated interconnection, intelligent and green, safe and reliable by 2025, and clarifying a number of quantitative goals around key areas such as 5G network construction, gigabit optical fiber networks, and data centers, such as setting an expected target of 26 5G base stations per 10,000 people by 2025.
The relevant person in charge of the National Development and Reform Commission said that it is necessary to appropriately deploy new infrastructure construction in advance. We will improve the construction of information infrastructure, promote the expansion and acceleration of optical fiber networks, the commercial deployment and large-scale application of 5G, build an integrated big data center system, and pay close attention to the construction of about 10 data center clusters across the country.
Accelerate 5G coverage to counties and towns
5G is an important area of "new infrastructure", and at present, many parties are accelerating the release of policy dividends, promoting the construction of 5G networks at a "moderately advanced" pace, and accelerating the coverage of 5G to counties and towns.
"2022 is a critical year for the large-scale development of 5G applications, and we will continue to improve 5G network coverage and accelerate the deep integration of 5G and vertical industries." Zhao Zhiguo, spokesman of the Ministry of Industry and Information Technology and director of the Information and Communications Administration, said at a press conference of the State Council Information Office a few days ago that the construction of 5G networks will be solidly promoted, 5G network construction will be carried out moderately ahead of schedule, deepen co-construction and sharing, continue to expand the breadth of coverage in counties and towns, and improve the depth coverage of 5G networks in high-speed rail, transportation hubs, shopping malls and other densely populated areas, as well as in key industries such as industry and medical care.
The Cyberspace Administration of China and 10 other departments recently issued the "Action Plan for Digital Rural Development (2022-2025)", which clearly implements digital infrastructure upgrading actions, continues to implement universal telecommunications services, carries out the construction of 4G base stations in rural areas to supplement blindness, and gradually promotes the extension of 5G and gigabit optical fiber networks to villages with conditions and needs.
Telecom central enterprises will also focus on accelerating the construction of 5G networks in central urban areas, cities, counties, townships and other "sinking" markets. For example, China Mobile proposed that by the end of 2022, the 5G network will basically achieve continuous 5G coverage above townships and towns across the country, as well as effective coverage of important parks, hotspot areas, and developed rural areas.
According to data from the Ministry of Industry and Information Technology, by the end of 2021, the number of 5G base stations in the country exceeded 1.4 million, of which more than 800,000 were jointly built and shared, and the 5G network has covered all prefecture-level cities, more than 98% of counties and 80% of towns and towns, and the breadth and depth of network coverage have been continuously improved.
Continue to strengthen the momentum of investment and development
From the perspective of the industry, in view of the triple pressure faced by China's economic development, it is necessary to further optimize the investment and development environment of "new infrastructure", so that "new infrastructure" can play a greater role in stimulating economic growth and expanding effective investment, and at the same time, it is also necessary to take into account the relationship between "advanced" and "moderate".
"Compared with traditional infrastructure, 'new infrastructure' needs to grasp new demand and create new mechanisms in order to truly transform into new momentum and effectively stimulate investment potential." Wang Juan, secretary-general of the Digital Economy Committee of the Beijing Computer Federation, told the "Economic Information Daily" reporter that the "new infrastructure" should not only have government guidance, but also social capital investment, and at the same time increase the investment in government special bonds, it is also necessary to promote the construction of a supporting market-oriented operation mechanism related to the "new infrastructure" to improve investment efficiency.
At the same time, Wang Juan said that enterprises are the main body of "new infrastructure" investment, and there must be the participation of information enterprises, industrial enterprises and consumer service enterprises. It is necessary to promote the "new infrastructure" to create a wide range of social value, empower the transformation and upgrading of traditional industries, promote the joint participation of enterprises in various fields of energy, construction and consumption, explore and practice real and feasible application scenarios, and enhance the motivation and stamina of enterprise investment.
Liu Xiangdong also said that the next step is to encourage and support all localities to increase investment in "new infrastructure", moderately increase the layout and coverage in advance, and improve the connectivity between facilities. Improve the policy support system for "new infrastructure", coordinate the coordination and linkage of digital infrastructure investment and industrial investment, and take effective measures to stimulate the vitality of market entities in the field of digital economy. At the same time, we will open up diversified investment channels, attract more social capital to participate in investment, and strive to break down various barriers and barriers that hinder private investment from entering the "new infrastructure" through policy innovation, so as to leverage social capital in an orderly manner.
In addition, it is also necessary to further balance the relationship between "advanced" and "moderate". Wang Juan said that all localities should combine their own actual conditions to explore characteristic scenarios for "new infrastructure". Taking 5G as an example, since the official commercial use of 5G, the construction principle of "moderate advancement" has laid the foundation for its application development, but "moderate advancement" includes both "advancement" and "moderation", "advancement" should consider the long-term development of the future, and "moderate" emphasizes that multiple factors such as investment effectiveness, investment cycle, and capital turnover need to be considered in combination with future application scenarios, so as to form a virtuous circle of industrial ecology, attract internal and external capital inflows, and deeply stimulate effective investment potential.