In 2020, "new infrastructure" has become a hot word in China's economic field, frequently appearing in newspapers and the Internet.
In fact, as early as two years ago, China has begun to clearly propose to accelerate the pace of new infrastructure development. By 2020, a series of policies for "new infrastructure" have been introduced and officially entered the layout, so 2020 is also known as the "first year of new infrastructure".
(The picture shows the Jiazi think tank sorting out the "new infrastructure" policy context, invading and deleting)
At a time when the epidemic is impacting the global economy, the "China's 'new infrastructure'" under favorable policies has attracted much attention from top to bottom and has become a major hot spot in the economic field. It can be predicted that with the continuous investment in new infrastructure in the future, it will become the key "pulse" of China's economic development in the future, which will not only continue to drive economic development, but more importantly, improve people's livelihood and welfare.
However, regarding the concept and development prospects of new infrastructure, the views of various companies are different and controversial, "How much economic value can new infrastructure bring to enterprises?" How much employment can new infrastructure ultimately boost? What will the new infrastructure eventually look like as a smart city? These questions are still being explored.
However, one thing that can be determined is that as a new generation of information infrastructure construction, it is different from infrastructure construction in the traditional sense and has the new value of the times of its existence. Now if we want to participate in the construction, we must first understand it and understand its significance for China's economic development.
Nearly 34 trillion yuan of new infrastructure has been smashed, covering three major aspects and seven major areas
China's economic infrastructure construction has changed and upgraded with the development of the times.
Infrastructure construction in the traditional sense refers to railways, highways, airports, etc., which have brought irreproductible significance to the development of China's economy in the past 20 years, but with the development of the times, the old infrastructure is indeed unable to meet the current "information highway" period of China, so the new infrastructure came into being.
Regarding the scope and direction of new infrastructure, there are different understandings in the industry. However, no matter how the new infrastructure is defined, one thing is certain, compared with the "old infrastructure" to narrow the physical distance between people, the new infrastructure is the use of digitalization, intelligence and other technologies to transform and upgrade the traditional infrastructure, the new infrastructure represented by high and new technology will significantly accelerate the speed of intelligent information flow. This will be a whole new era.
At present, the new infrastructure mainly includes three major aspects and seven major areas. Among them, there are three major aspects: information infrastructure, convergence infrastructure, and innovation infrastructure. Seven segments: 5G infrastructure, UHV infrastructure, intercity high-speed railway and intercity rail transit infrastructure, new energy vehicle charging pile infrastructure, big data center infrastructure, artificial intelligence infrastructure, and industrial Internet.
In 2020, many provinces and cities released new infrastructure investment plans for their provinces and cities at the beginning of the year, and another eight provinces publicly released a total planned investment of up to 33.83 trillion yuan.
Nearly 34 trillion yuan of investment, the determination of the country can be seen. Provinces and cities have been on standby to carry out layout planning according to regional priorities. China's new infrastructure era has arrived.
In the era of new infrastructure, first-tier cities have started to rush to run
Beijing, Shanghai, Guangzhou, Shenzhen and Hangzhou are currently the first-tier cities with the most giant Internet companies and various types of high-tech companies in China, all of which have performed well in the vigorous wave of entrepreneurship a few years ago, done enough new economic path exploration, and accumulated enough lessons. Nowadays, new infrastructure has naturally become a dividend for big cities.
(1) Industrial Internet: North to Shenzhen hangzhou to become the top four
If the information that everyone holds in their hands is regarded as a "node", without digitization and no network, then this information is an island and cannot produce broader value.
The value of the industrial Internet lies in the integration of these data information, with the help of high-tech technology to finally make it produce value, all nodes form a system, so as to have a powerful and complete "living body".
Germany is the first country to highly practice digital factories, in the 100,000 square meters of delivery room, the staff only needs nearly a thousand people, it is unimaginable, but this is the SIEMENS known for its excellent quality, every million products, about 15 defective products, reliability reached 99%.
Under the east wind of China's new infrastructure, the importance of the industrial Internet has also deepened again. According to the data, in 2019, the economic scale of China's industry exceeded two trillion yuan, and there are hundreds of large-scale industrial Internet platforms under construction.
Up to now, more than 10 provinces in the country have issued more than 20 industrial Internet plans. Among them, Beijing, Shanghai, Hangzhou and Shenzhen became the top four. Hangzhou has an e-commerce factory sitting in town, the advantages in the data industry are not small, its Tao factory platform is to bring together most of the domestic supply chain; Shenzhen and Dongguan R & D plus manufacturing linkage; and Beijing as the capital, to attack the construction of the industrial Internet is its future top priority, the next step, Beijing's goal will be to build a top industrial Internet industry cluster.
(2) Artificial intelligence: Beijing has most enterprises
In 2016, the Hangzhou Municipal Government and enterprises jointly launched the "Hangzhou City Data Brain" project, a city's artificial intelligence hub. Although artificial intelligence is no longer an unfamiliar word to the technology community, the first city brain really landed in China, which is also a feat that can be recorded in the annals of world history.
Today, Hangzhou can deal with the current traffic congestion problem very quickly according to the daily morning, middle and evening tide phenomenon, on the other hand, its data center can already think about and deal with more complex problems, such as the current epidemic prevention and control. Zhejiang Province's rapid response to the epidemic in 2020 is inseparable from the assistance of the city brain. At present, it can already cover 11 major areas including cultural tourism and transportation.
At the national level, the 2017 development plan was issued, and the importance of artificial intelligence is self-evident. Since then, a total of more than 20 provinces and cities across the country have issued dozens of artificial intelligence, from the perspective of the frequency and support of industrial policies, first-tier provinces and cities including Beijing, Shanghai, Guangzhou, and Zhejiang can be classified as the first echelon, and the artificial industry in these areas has developed rapidly, gathering more than 70% of artificial intelligence enterprises.
Among the more than 70% of the artificial intelligence enterprises, Beijing's proportion is much higher than that of other provinces and cities, according to It Orange data, the screening label for artificial intelligence companies, Shanghai and Shenzhen are more than 400, Nearly 300 in Zhejiang, and More than 800 in Beijing. It can be seen that in the field of artificial intelligence, there is currently a dominant situation in Beijing.
(3) Intercity rail transit: The Greater Bay Area and the Yangtze River Delta absorb most of the investment
According to the data, by the end of 2019, the number of urban rail transit operation lines opened in Chinese mainland reached more than 6,000 kilometers, covering 40 cities.
Intercity rail transit can be understood from a large rail transportation system, compared with the traditional infrastructure in the high-speed rail, it is highly integrated with the use of application technologies such as 5G, big data, etc., focusing on the deep integration of modern information technology in all areas of transportation, in order to achieve people's more convenient, smooth and safe travel purposes.
In intercity rail transit, the 800 billion yuan of investment in the national new infrastructure, of which 400 billion yuan is allocated to the Yangtze River Delta and 110 billion yuan is allocated to the Greater Bay Area, accounting for 63% of the national investment, and the investment dividend is fully absorbed by the Yangtze River Delta and the Greater Bay Area.
Riding on the new infrastructure dividend, this also means that the two metropolitan agglomerations are greatly integrated in their respective regions, and in the future, the short-term commuting between urban white-collar workers across cities will be realized.
(4) 5G: Shenzhen and Beijing are leading by a large margin
5G is the first to bear the brunt of new infrastructure construction, providing technical support for our digital intelligence era. 5 years later will be the outbreak period of 5G social applications, and it is expected that the indirect investment will exceed 5 trillion yuan.
In the construction of 5G, Shenzhen and Beijing are not far behind, and they are significantly ahead. Beijing intends to plan and deploy a 5G pilot network and scale it up to demonstrate the application of 5G in scenarios including autonomous driving and health care, while Shanghai will promote the integration of 5G applications and apply 5G and ultra-high-definition video to various industry application scenarios (such as smart medical, smart security, smart education, urban fine management, etc.).
New infrastructure is developing rapidly, and companies are participating
At the end of 2018, the top level made it clear that it would accelerate the construction of new infrastructure, and then officially entered the planning. The time of China's new infrastructure infrastructure construction is 2019-2023, and the new infrastructure in various industries is planned in 2022-2030.
In addition to the above-mentioned big data, artificial intelligence, 5G, and blockchain, the underlying technologies required for new infrastructure also need to be supported by technologies such as cloud computing, Internet of Things, and information security. In terms of application scenarios, it can include almost all current industries, including education, entertainment, finance, insurance, transportation, medical care, industry, e-commerce, agriculture, logistics, and trade. In other words, new infrastructure can benefit most industries in the future.
2020 is the first year of China's "new infrastructure" construction, and the giants have long been gearing up and planning to do a lot of work. The promotion of new infrastructure has also injected new vitality into the digital transformation of Chinese enterprises.
For example, some giants have invested 500 billion yuan in new infrastructure, including vigorously laying out Internet data centers (IDCs), including investing in the construction of large-scale (million-level servers) large-scale data centers nationwide.
(1) JD.com: The leader of the industrial Internet
At present, the pain point of the industrial product industry is that the specification parameters are complex and the categories are complex, while the description information on industrial data does not have a unified standard. For example, the same product, brand owners, channel providers and corporate customers have different descriptions, and the three parties will often set up a system according to their own needs, which leads to very high subsequent communication costs.
In other words, the digitization of the upstream, middle and lower reaches of the industry is still essentially an independent information island with no interaction. If the industrial Internet wants to get rid of the shackles of development, it must build a unified digital commodity standard library.
In this case, in September, Jingdong "Industrial Products" launched a standard commodity library of industrial products called Mercator, so that "industrial products" can be described as standardized and standardized as possible. Behind it, big data, artificial intelligence technology and brand experience are condensed, building a knowledge graph of industrial products.
What can the Industrial Standard Commodity Library do today? Specifically, the problems of inconsistent parameters and incomplete information in the product system can be efficiently solved, so that a more complete set of accurate classification and commodity systems can be built, which can lay the data cornerstone for the interconnection of enterprises on each link in the industrial product supply chain.
On the other hand, for enterprises, the standard commodity library of industrial products can help them to screen industrial product information and other aspects more efficiently, and there is no need to waste a lot of manpower as before. When the specifications of the desired product are entered, the system will automatically select the product accurately, from the past person-finding mode to the system to find the goods. The "Jingdong Industrial Products" under the Industrial Internet can be described as a further upgrade of the industry.
In fact, JD Technology has also invested a lot in new infrastructure. In 2020, Nantong City, Jiangsu Province, established the country's first modern command center for urban governance, becoming a national model city with scientific government decision-making, accurate urban governance, and efficient public services, and behind this, it is precisely because of the strong technical support of JD Technology.
JD Technology's "Smart City Operating System" aggregates, governs and shares nearly 1 billion data in Nantong
(2) Huawei: Helping "Smart Government"
Under the wave of new infrastructure, digital intelligence has gradually become the mainstream of industry development, which includes government services.
Huawei is also helping to build a smarter government and government affairs. Huawei IdeaHub went public in June, giving full play to its information industry and technology advantages. Remote two-way collaboration, professional video conferencing, Huawei IdeaHub are not a problem, only a screen of smart devices such as mobile phones or computers can be remotely commanded, so that all localities can efficiently carry out collaborative management, which has played a key role in comprehensively improving the government's urban management, emergency command and other capabilities.
There is a huge talent gap for the future development of new infrastructure
The talent market in 2020 has also been affected by new infrastructure to a certain extent.
The white paper shows that after the state encouraged the acceleration of construction, the number of related positions released by enterprises showed a straight upward trend, and the number of resumes submitted also continued to grow. According to Lagou Recruitment, at the beginning of 2020, the number of people who delivered new infrastructure-related positions in a single month exceeded 70% of the total number of job releases in that month. By the end of 2020, the talent gap in the new infrastructure direction will exceed 4 million people.
In 2020, the total scale of Investment in Key Areas of New Infrastructure in China is huge, and from the perspective of various subdivisions, the investment scale in data centers, 5G construction, industrial Internet, and artificial intelligence is about 52%, 27%, 11%, and 10% respectively.
In addition to the investment share of large data centers accounting for more than 50%, the investment scale of 5G infrastructure is also very large, followed by it.
At present, most cities in China have attached great importance to 5G construction, taking Tianjin as a municipality directly under the central government, its plan is to promote the comprehensive coverage of 5G networks in indoor scenarios including important transportation hubs, as well as schools, enterprises, etc., and build an interconnected smart factory network system. This also means that thousands of new jobs in the field of 5G will be created in the future.
In fact, even in the two years when 5G construction is in its infancy, by 2020, 5G infrastructure will drive investment of up to 900 billion yuan in China, creating more than 500,000 new jobs. By 2030, the linkage output of 5G will reach 10 trillion yuan, creating tens of millions of new jobs.
Authoritative data show that the GDP growth rate of high-tech aspects, including information technology service industry, has ranked first in various industries for more than four consecutive years, coupled with the strong promotion of new infrastructure by provinces, municipalities and enterprises mentioned above, it is expected that China's demand for new infrastructure talents will be more intense, and the talent gap will further expand.
In the post-epidemic era, some people believe that new infrastructure is a good medicine for China to hedge the epidemic and economic downturn in 2020.
In the short term, in addition to expanding domestic demand and stable growth, it is more important to promote the development of domestic employment, and in the long run, it can enhance the competitiveness of China's economy in the world.
In the 1990s, when China carried out large-scale construction of traditional infrastructure, there were still mature foreign models to learn from, and now to promote the development of new infrastructure, countries around the world are still groping, but this is also where the potential lies.
Technological innovation allows us to see the brilliant sea of stars and the infinite possibilities of the future, which is extremely exciting. Because of this, the future of China's new infrastructure is more worth looking forward to.
#新基建 #
This article belongs to the original of Jingdong Technology New Media, please indicate the source when reprinting.