On April 28, Premier Li Keqiang chaired the State Council Executive Meeting and stressed the need to deploy and accelerate the construction of new types of infrastructure such as information networks to promote the upgrading of industries and consumption with "one industry leading to all industries".
The meeting also requires application-oriented, tapping the huge potential of the Chinese market, actively expanding the application scenarios, and guiding all parties to work together to build the industrial Internet; promoting online office, remote education, telemedicine, car networking, smart city and other applications.
Experts pointed out that as the cornerstone of the digital economy, the new infrastructure will not only become a new economic growth point, but also lay the foundation for the upgrading of many industries. At present, information technology is accelerating integration with other industries. The advancement of new infrastructure will break barriers between many industries and accelerate the integration of IT and OT. This is also the future direction of China's industrial upgrading.
New infrastructure boosts industrial upgrading
The meeting pointed out that it is necessary to promote the construction of new infrastructure such as information networks in accordance with development needs and industrial potential. Innovate the investment and construction model, insist on focusing on market investment, support multiple entities to participate in the construction, and encourage financial institutions to innovate and strengthen services. Strengthen government guidance and support to provide more convenience for investment and construction.
An Hui, deputy chief engineer of the CCID Research Institute of the Ministry of Industry and Information Technology, told the 21st Century Business Herald that the recent central government has frequently released signals to speed up the new infrastructure because of the increasing downward pressure on the economy this year. The new infrastructure will become a new social and economic development while complementing the shortcomings. Engines, 5G, industrial Internet and other fields will generate long-term, large-scale investment needs, and the multiplier effect is obvious, which is expected to become a new growth point.
"More importantly, as the cornerstone of the development of the digital economy, the new infrastructure is in line with the future economic and social development trends and the needs of China's economic transformation. This is a key element for China to seek high-quality development and promote industrial upgrading."
An Hui believes that the National Standing Committee clearly focuses on market investment because the new infrastructure involves many fields and the investment scale is huge. It should focus on social capital investment, play the role of government financial funds to guide and fill vacancies, and mobilize the enthusiasm of social capital investment. Play a leading role in investment.
He believes that the main body of the new infrastructure cannot be "one size fits all" and needs to clarify the division of labor in different links. For example, in non-competitive and non-exclusive areas such as 5G base stations and rail transit, the government or central enterprises still need to lead, but in artificial intelligence, New energy and other highly competitive areas should protect the investment status of enterprises.
Li Yiming, deputy director of the Institute of Electronics of the CCID Research Institute of the Ministry of Industry and Information Technology, told the 21st Century Business Herald that unlike traditional infrastructure, which mainly relies on government investment, social capital is active in many areas of new infrastructure. Venture capital and angel fund gathering should be actively mobilized and guided. The participation of these social capital investments.
At the same time, she said that in hot areas such as virtual reality and photovoltaic, some local governments have rushed and repeated construction, which has caused a certain bubble. It is recommended that all localities maintain reasonable rationality in this regard, and choose key areas for development according to their own economic and industrial foundation and development needs.
The meeting pointed out that it is necessary to promote two-way openness and cooperation in communications and related industries, eliminate industry application barriers, create a good environment for platform economic development and industry opening and integration, and build an ecosystem where platforms and their participants promote mutual benefit. Protect personal privacy and network and data security.
An Hui said that the communication industry used to be a self-contained industry, but now the boundary between the communication industry and other industries is blurring. This requires eliminating barriers to integration and accelerating the integration of technologies such as IT and OT.
Work together to build an industrial Internet
The meeting demanded that, focusing on domestic demand, we should be application-oriented, tap the huge potential of the Chinese market, and actively expand new infrastructure application scenarios. Aim at industrial upgrading and intelligent manufacturing development, and guide all parties to work together to build an industrial Internet. Adapt to the new digital consumption needs of the masses, and promote applications such as online office, remote education, telemedicine, Internet of Vehicles, and smart cities.
"Be sure to keep up with market demand. Locals must avoid blindly launching and flooding, causing waste of resources." An Hui said that the application of the new infrastructure reflects the principle of marketization.
In a previous interview with 21st Century Business Herald, Huang Wei, Chairman and CEO of IWC, also pointed out that not all areas are suitable for building data centers. Its market demand is mainly concentrated in economically developed areas such as North, Shanghai, Guangzhou and Shenzhen, as a long period of investment return. The asset industry must consider the market demand and avoid "a swarm of bees."
Cloud computing, AI, 5G, industrial Internet, etc. are not only new technologies, but also new formats and new applications. The upstream and downstream industrial chains cover a wide range of areas, and which areas and links in the new infrastructure are confusion for many companies.
Li Yiming believes that government subsidies mainly point to the underlying basic links that do not generate market benefits. For example, in the field of cloud computing, the new infrastructure will not subsidize specific cloud computing products on a large scale, but will support the construction of cloud computing servers and data centers.
An Hui believes that the new infrastructure cannot be changed into a big one. It should have its own "addition and subtraction", and not all concepts and fields can be put here.
An Hui said that the Industrial Internet involves multiple links such as network construction, application software development, and solution provision, which all parties need to jointly promote. During the epidemic, China ’s online office and distance education applications have exploded, initially cultivating and popularizing consumer habits, but after the epidemic, can they take this opportunity to become a normalized consumption scenario. Policy guidance is required to work together with all parties.
The meeting also called for deepening international open cooperation in all areas of the new infrastructure and promoting mutual benefit and common development.
An expert from the Cybersecurity Institute of the CCID Research Institute of the Ministry of Industry and Information Technology told the 21st Century Business Herald that the new infrastructure should be independently controllable in the areas of core networks, key equipment, basic software and hardware, improve the level of product localization, and enhance supply chain risk monitoring Coping ability, strengthen network security, and master development initiative. At the same time, it is also necessary to be fair and impartial to the internal and external aspects of products, services and ecological construction, in order to attract the accumulation of domestic and foreign resources as much as possible.
