Original title: "New Infrastructure" Creates a New Era of Digital Economy Empowers High-quality Development in Society
Author: Zhang Hong (Western Digital Economy Research Institute)
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At present, "new infrastructure" has become a consensus for development. It is an effective means to deal with epidemics and economic downturns, and meets the requirements of industrial upgrading. It not only represents the future direction of high-quality economic development, but also a new engine for the development of the digital economy.
The "new infrastructure" is mainly on the technology side, and it is a "digital infrastructure" represented by 5G, the Internet, and intelligence. Traditional infrastructure mainly refers to large buildings such as railways, highways, bridges, and water conservancy projects, and "new infrastructure" refers to infrastructure construction based on technology. It mainly includes seven major areas: 5G infrastructure, UHV, intercity high-speed railways, and cities. Rail transit, new energy vehicle charging piles, big data centers, artificial intelligence, industrial Internet.
The "new infrastructure" can be divided into four levels. The core layer provides infrastructure for digital technologies represented by 5G technology, big data, artificial intelligence, cloud computing, blockchain, and the Internet of Things, such as 5G base station construction and IDC data centers; the second layer is intelligent software The hardware foundation can intelligently transform the existing traditional facilities infrastructure, such as artificial intelligence and industrial Internet; the third layer is supporting facilities for new energy and new materials, such as new energy vehicle charging piles; the outermost layer is more It is a short-term infrastructure, such as the construction of UHV, intercity high-speed railway and urban rail transit. "New infrastructure" is a digital infrastructure that enables high-quality development after the epidemic and creates a new era for the digital economy.
"New infrastructure" develops steadily, opening a new era of digital economy
Consumption and export are unlikely to have a strong performance, and the importance of infrastructure investment has gradually become more prominent. Economics regards investment, consumption, and exports as the "troika" that drives economic growth. Affected by the new crown pneumonia epidemic, the demand of the consumer industry with a strong concentration of transportation, accommodation, catering, tourism, and resident services has plummeted, and business activity indexes have fallen below 20%. It is difficult to achieve economic growth in a short period of time due to consumption-driven growth . In this special period, infrastructure investment is a powerful tool for stimulating economic growth. The investment and construction of pillar industries of the new economy represented by 5G, industrial Internet, artificial intelligence, etc., will become the main channel for stabilizing investment.
"New infrastructure" builds a new structural force and helps the development of the digital economy. Digital technologies represented by 5G, big data, cloud computing, the Internet, and artificial intelligence are converging, developing, and infiltrating widely. Digital resources have become important production factors in society and have become the "gold" and "oil" of the digital economy era. In the era of industrial economy, the main “roads” of production factors flow, including railways, highways, waterways, waterways, etc .; in the era of the digital economy, the factors of production will mainly flow on the “networks”, including the Internet and the Internet of Things. The "new infrastructure" construction focuses on 5G, big data centers, artificial intelligence, industrial Internet, Internet of Things and other technology-based facilities. It is guided by a new round of technological revolution and industrial transformation, and uses digitalization and intelligence to support transportation. , Energy, water conservancy, municipal administration and other traditional infrastructure to transform, build a new structural force in the digital age, provide the information era in the digital era, and provide the facilities and technology foundation for the development of the digital economy.
The "new infrastructure" complements the shortcomings of digital social governance and opens the age of a network power. The epidemic is a big test of China's social governance, and digital governance issues such as data silos still exist. The epidemic situation revealed that we still have room for further improvement in areas such as social governance, public health facilities, emergency capacity building, and material reserve systems. The “new infrastructure” is obviously different from the traditional infrastructure in the past. The focus area tends to be 5G, artificial intelligence, and big data equal to the new generation of digital technologies. It is more focused on “new” and has richer scientific and technological connotations. It also meets the needs of future industrial upgrading; it can not only improve the level of digital governance in China, but also meet the development trend of a network power.
"New Infrastructure" stabilizes economy and empowers high-quality development
First of all, the focus of new infrastructure construction is on "new", and it is necessary to avoid smoking and repeated construction in every village. The new infrastructure is different from the large-scale facilities of the traditional infrastructure. It cannot simply repeat the methods and methods of the traditional infrastructure, otherwise it will cause excess resources. According to the demographic characteristics of different regions, formulate lean investments, and focus on increasing the construction of new infrastructure such as 5G, intelligence, rail transit, and new energy. Secondly, the "new infrastructure" is mainly private investment, which requires fiscal and monetary policies to form a policy synergy to safeguard China Airlines for private capital. At present, most of China's industrial enterprises have a relatively low level of informatization. However, the development of the Industrial Internet requires large-scale informatization and intelligent investment. Governments also need corresponding policy incentives.
The direction of the new infrastructure should focus on building a high-level digital economy industrial chain, accelerating the pace of digital and intelligent transformation, and promoting the modernization of national governance capabilities. The new infrastructure should focus on the digital foundation and take 5G construction as the starting point to build a new generation of high-speed, mobile, secure, and ubiquitous information infrastructure, expand network coverage, improve network supply capabilities, and strive to form the Internet of Everything and human-computer interaction. , Heaven and earth network space.
"New infrastructure" is also a digital infrastructure, which is not only a supplementary lesson for the inadequate building of smart cities, rural revitalization, and social governance capabilities, but also the digital era of the development of a network power, a digital village, and a smart society. Digital infrastructure construction to digital industry applications, network + digital + intelligent + converged industries. In the future, 5G, cloud computing, AI, Internet of Things, and blockchain will become the basic production tools of society like water and air.