Many parties are stepping up to draw a new round of "new infrastructure" planning maps. Many departments, including the Ministry of Industry and Information Technology and the National Development and Reform Commission, have made it clear that they will deploy new infrastructure such as 5G and data centers in advance. Judging from the local two sessions held one after another, "new infrastructure" has become an important starting point for many places to consolidate the foundation for the development of the digital economy and expand effective investment. More than 20 provinces (autonomous regions and municipalities) have clarified the construction plans for 5G and data centers in 2022, and proposed to further leverage the scale effect and driving role of "new infrastructure" such as 5G to create an important engine for economic growth.

A new round of deployment intensively released

Recently, local two sessions are being held one after another, and "new infrastructure" has become a "hot word" in government work reports in many places.

Shanghai proposes to fully complete the three-year action plan for the construction of new infrastructure in 2022, promote the in-depth coverage of 5G networks, and build a batch of new infrastructure such as a super-large-scale open computing power platform. Anhui proposed to implement the "new infrastructure +" action, create a national Internet backbone direct connection point, a national hub node cluster of a national integrated computing power network, and build more than 25,000 5G base stations. Sichuan has set a goal of accelerating the construction and development of digital information infrastructure. In 2022, it will promote the large-scale deployment of 5G, industrial Internet, and the Internet of Things, implement the national "East Digital and Western Computing" project, start the construction of a provincial big data resource center, and build a national-level big data resource center. Tianfu data center cluster.

According to incomplete statistics by reporters from the "Economic Information Daily", more than 20 provinces (autonomous regions and municipalities) have clarified construction plans for 5G base stations, industrial Internet, data centers, etc. in 2022, and regard "new infrastructure" as a stable investment and digital promotion an important driving force for economic development.

Liu Xiangdong, deputy director of the Economic Research Department of the China International Economic Exchange Center, told the "Economic Information Daily" reporter that the Central Economic Work Conference proposed that policy efforts should be appropriately advanced when deploying economic work in 2022, and infrastructure investment should be appropriately advanced to ensure stable investment. , The goal of stable growth was achieved as scheduled. Compared with traditional infrastructure, "new infrastructure" has the characteristics of many fields, wide coverage, and strong economic driving effect, which is an important support for expanding effective investment. At the same time, by improving the construction of information infrastructure, it will lay a solid foundation for stimulating the vitality of the digital economy, cultivating new industries, new formats and new models, and enhancing the stamina of economic development.

A series of mid- and long-term deployments will further develop. The "14th Five-Year Plan for the Information and Communication Industry Development" issued by the Ministry of Industry and Information Technology recently proposed that it will be basically completed by 2025. Many departments, including the Ministry of Industry and Information Technology and the National Development and Reform Commission, have made it clear that they will deploy new infrastructure such as 5G and data centers in advance. High-speed ubiquitous, integrated interconnection, intelligent green, safe and reliable new digital infrastructure, and clarified a number of quantitative targets around key areas such as 5G network construction, gigabit fiber networks, and data centers. The expected goal of having 26 5G base stations.

The relevant person in charge of the National Development and Reform Commission said that it is necessary to appropriately advance the deployment of new infrastructure construction. 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 promptly build about 10 data center clusters across the country.

Accelerate 5G coverage to counties and towns

5G is an important area of ​​"new infrastructure". Currently, many parties are accelerating the release of policy dividends, promoting 5G network construction at a "moderately advanced" pace, and accelerating 5G coverage to counties and towns.

"2022 is a critical year for the large-scale development of 5G applications. We will continue to improve 5G network coverage and accelerate the in-depth integration of 5G and vertical industries." Zhao Zhiguo, spokesperson of the Ministry of Industry and Information Technology and director of the Information and Communications Administration, recently made a press release from the State Council Information Office It was stated at the press conference that it will solidly promote the construction of 5G networks, carry out 5G network construction moderately ahead of schedule, deepen joint construction and sharing, continue to expand the coverage of counties and townships, and improve the use of 5G networks in high-speed rail, transportation hubs, shopping centers and other densely populated areas and in In-depth coverage of key industries such as industry and medical care.

10 departments including the Central Cyberspace Administration recently issued the "Digital Rural Development Action Plan (2022-2025)", clearly implementing digital infrastructure upgrade actions, continuing to implement universal telecommunications services, carrying out the construction of 4G base stations in rural areas, and gradually promoting 5G and The gigabit optical fiber network extends to rural areas with conditions and needs.

Telecom central enterprises will also focus on accelerating 5G network construction in central urban areas, cities, counties, towns and other "sinking" markets. For example, China Mobile proposed that by the end of 2022, the 5G network will basically achieve continuous coverage of 5G in villages and towns nationwide, as well as effective coverage in 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 has exceeded 1.4 million, of which more than 800,000 5G base stations have been jointly built and shared. In 80% of townships and towns, the breadth and depth of network coverage have been continuously improved.

Continue to strengthen investment and development momentum

From the perspective of the industry, in view of the triple pressures faced by my country'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. The relationship between "advance" and "moderation".

"Compared with traditional infrastructure, "new infrastructure" needs to grasp new needs and create new mechanisms in order to truly transform into new kinetic energy and effectively stimulate investment potential." Wang Juan, secretary general of the Digital Economy Committee of the Beijing Computer Society, told the Economic Information Daily. "The reporter said that "new infrastructure" requires both government guidance and social capital investment. While increasing government special debt investment, it is also necessary to promote the construction of a supporting market-oriented operation mechanism related to "new infrastructure" to improve investment efficiency. .

Wang Juan also said that enterprises are the main body of "new infrastructure" investment, which requires the participation of not only information enterprises, but also industrial enterprises and consumer service enterprises. It is necessary to promote "new infrastructure" to create a wide range of social value, empower the transformation and upgrading of traditional industries, promote the 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 local governments to increase investment in "new infrastructure", increase the layout and coverage moderately ahead of time, and improve the connectivity between facilities. Improve the policy support system for "new infrastructure", coordinate the coordination of digital infrastructure investment and industrial investment, and take effective measures to stimulate the vitality of market players in the digital economy. At the same time, it will open up diversified investment channels, attract more social capital to participate in investment, and strive to break down various barriers and barriers that prevent 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 take into account the relationship between "advanced" and "moderate". Wang Juan said that localities should explore characteristic scenarios for the "new infrastructure" based on their own actual conditions. Taking 5G as an example, since the official commercial use of 5G, the "moderately advanced" construction principle has paved the way for its application development, but "moderately advanced" includes both "advanced" and "moderate", and "advanced" should consider the long-term future development. "Moderate" emphasizes that in combination with future application scenarios, multiple factors such as investment effectiveness, investment cycle, and capital turnover need to be considered, so as to form a virtuous circle of industrial ecology, attract internal and external capital inflows, and deeply stimulate effective investment potential.