Introduction: Previously, the media mentioned 5G, ultra-high voltage and other "new infrastructure" seven areas are only a list, not all, the official for the first time to clarify the scope of the "new infrastructure".

April 20, the National Development and Reform Commission press conference, officials for the first time clear the scope of the "new infrastructure", which includes information infrastructure, convergence infrastructure, innovation infrastructure three aspects.

The information infrastructure includes communication network infrastructure represented by 5G, Internet of Things, industrial Internet, satellite Internet, new technology infrastructure represented by artificial intelligence, cloud computing, blockchain, etc., and arithmetic infrastructure represented by data centers and smart computing centers, etc.; the convergence infrastructure includes smart transportation infrastructure, smart energy infrastructure, etc.; and innovation infrastructure includes major science and technology infrastructure, science and education infrastructure, and industrial technology innovation infrastructure.

The NDRC pointed out that the connotation and extension of new infrastructure are not static, and the top-level design will be strengthened in the future. The study issued to promote the development of new infrastructure of the relevant guiding opinions, while accelerating the construction of 5G network, etc., ahead of the deployment of innovation infrastructure.

The Ministry of Industry and Information Technology Saidi think tank recently released the "new infrastructure" development white paper, pointed out that the new infrastructure construction of a wide range of content, investment space is huge, but the "new infrastructure" construction need to pay attention to the main social capital investment, to avoid the government to avoid large-scale investment. Large-scale investment, demand-oriented, do not engage in flooding; in the implementation of the new infrastructure according to the strategic planning and market application needs, integrated planning of long-term development roadmap and annual investment plan, to prevent "a rush" and duplication of construction, to avoid short-term investment bubble.

Covering three major areas, the investment space is huge

Since the outbreak of the new coronary pneumonia epidemic, China's top management has attached significant importance to the new infrastructure. on March 4, the Standing Committee of the Political Bureau of the Central Committee of the *** Central Committee convened a meeting to explicitly emphasize the acceleration of the progress of the construction of the 5G network, data centers, and other new infrastructure.

Since then, CCTV has listed seven major areas of "new infrastructure": 5G infrastructure, ultra-high voltage, intercity high-speed railroads and urban rail transit, charging piles for new energy vehicles, big data centers, artificial intelligence, and industrial Internet.

At a press conference on April 20, Wu Hao, director of the Department of Innovation and High Technology Development of the Development and Reform Commission (DRC), introduced that the new infrastructure is an infrastructure system that is led by the new development concept, driven by technological innovation, based on information networks, and oriented to the needs of high-quality development to provide services for digital transformation, intelligent upgrading, and convergence and innovation.

He pointed out that, at present, the new infrastructure mainly includes three aspects:

One is information infrastructure. It mainly refers to the infrastructure generated based on the evolution of a new generation of information technology, such as the communication network infrastructure represented by 5G, Internet of Things, industrial Internet, satellite Internet, the new technology infrastructure represented by artificial intelligence, cloud computing, blockchain, etc., and the arithmetic infrastructure represented by data centers and intelligent computing centers.

The second is convergence infrastructure. It mainly refers to the in-depth application of the Internet, big data, artificial intelligence and other technologies to support the transformation and upgrading of traditional infrastructure, and thus the formation of convergence infrastructure, for example, intelligent transportation infrastructure, smart energy infrastructure and so on.

Third, innovation infrastructure. Mainly refers to the support of scientific research, technology development, product development infrastructure with public welfare attributes, for example, major scientific and technological infrastructure, science and education infrastructure, industrial technology innovation infrastructure.

"Along with the technological revolution and industrial change, the connotation and extension of the new type of infrastructure are not static, and we will continue to track the research." Wu Hao said.

He said that in recent years, China's new type of infrastructure construction has achieved obvious results, and its supporting role for high-quality development is being released at an accelerated pace.

From the perspective of information infrastructure, high-speed optical fiber has covered all cities, towns and more than 99 percent of administrative villages nationwide, and there are more than 1.2 billion 4G network users, with leapfrog development and progress in this regard.

From the perspective of convergence infrastructure, the path of smart city construction has become clearer, and information technology is actively empowering the city's refined management and boosting the role of transformation and upgrading.

From the perspective of innovation infrastructure, the National Development and Reform Commission (NDRC) has laid out and constructed 55 national major scientific and technological infrastructures, which have played a leading role in scientific and technological innovation and economic development, and strongly supported scientific and technological research.

The 21st Century Business Herald's White Paper on the Development of "New Infrastructure" obtained from the Ministry of Industry and Information Technology (MIIT)'s Saidi Intelligence Center points out that "new infrastructure" is the opposite of the traditional "iron and public infrastructure". According to the White Paper, "New Infrastructure" is a strategic, network-type infrastructure with multiplier effect that combines the characteristics of the new round of scientific and technological revolution and industrial change, and is oriented to the strategic needs of the country to provide the underlying support for the economic and social development in the fields of innovation, coordination, greenness, openness, and **** enjoyment.

The white paper points out that seven major areas listed by the central media is one of the important contents of the "new infrastructure", and analyzes in detail the "new infrastructure" in the seven areas of the construction content and investment space.

Top design will be introduced, the need to focus on four major issues

Wu Hao pointed out that the next step, the National Development and Reform Commission will be jointly related departments, deepen the study, strengthen the coordination, improve the system, focusing on four aspects of work.

One is to strengthen the top-level design. To study and issue relevant guiding opinions to promote the development of new infrastructure.

The second is to optimize the policy environment. Focusing on improving the quality and efficiency of the long-term supply of new types of infrastructure, we will revise and improve the access rules that are conducive to the sustained and healthy development of the emerging industry.

Thirdly, we will focus on project construction. Accelerating the deployment of 5G networks, promoting the optimization and upgrading of fiber optic broadband networks, and accelerating the construction of national integrated big data centers. Steadily promote the "digital+" and "smart+" upgrading of traditional infrastructure. At the same time, we are ahead of schedule in deploying innovative infrastructure.

Fourth, do a good job of coordination. Strengthen departmental coordination, accelerate industrial maturity and facility improvement through pilot demonstration and compliance guidelines. Promote government and enterprise synergy, stimulate the investment enthusiasm of all kinds of subjects, and promote the mutual promotion of technological innovation, deployment and construction and integration of applications.

The white paper emphasizes that the future construction of "new infrastructure" should focus on four major issues.

One is in the main body of the investment, to social capital investment, play the role of the government financial funds to guide and fill vacancies, to avoid large-scale investment by the government, mobilize the enthusiasm of social capital investment, and maximize the role of investment drive.

The second is in the implementation of progress, according to the strategic planning and market demand for applications, integrated planning for the long-term development of new infrastructure roadmap and annual investment plan, to prevent the "rush" and duplication of construction, to avoid short-term investment bubble.

Third, in the regional and industry layout, to be demand-oriented, do not engage in flooding, for key regions and key industries, take the lead in promoting the pilot demonstration of new infrastructure applications to ensure that the benefits of new infrastructure investment.

Fourth, on the network security, in accordance with the "Network Security Law", "Password Law" and other regulatory requirements, synchronized planning and development of digital new infrastructure security technology safeguards, improve the digital new infrastructure-oriented security assessment, risk assessment, security audits, confidentiality review, daily monitoring and other systems.

The white paper suggests that a top-level design for the new infrastructure should be formulated as soon as possible, with a clear medium- and long-term strategic plan and a short-term action plan, and at the same time, the regional and industrial layout of the new infrastructure should be coordinated according to the regional characteristics and industry needs.

The White Paper believes that in order to prevent "new infrastructure" projects from "swarming" and duplication of construction, "new infrastructure" in the top-level design and other planning must be clear about its regional layout. Layout. And this needs to take into account four factors:

One is the national strategy and the layout of major projects, the regional layout of the new infrastructure should deal with the relationship between the local construction goals and national economic and social goals, based on a better service "One Belt, One Road" construction, Beijing-Tianjin-Hebei coordinated development, the Yangtze River Economic Belt development, the Yangtze River Delta integration, Guangdong, Hong Kong and Macao Bay Area construction and other national strategies.

The second is the current situation of population distribution and urbanization pattern, from the point of view of population flow, the urbanization of the population will be more gathered to the city cluster, the metropolitan area, will certainly put forward higher requirements for the new regional infrastructure. 5G infrastructure, high-speed rail transit, new energy facilities, etc., should focus on the relationship between the population flow and the potential for urbanization into the spatial layout of the scope of consideration.

Third is the development of regional industry and the Internet, good manufacturing agglomeration, manufacturing and Internet integration and development of the foundation is the base of the construction of new infrastructure projects, the regional layout can focus on the consideration of industry and the Internet foundation of the region, such as the industrial Internet to promote industrial agglomeration of the industry as a whole on the cloud as the hand to carry out the construction.

Fourth is the carrying capacity of regional resources and environment, data infrastructure, with the commercial promotion of 5G, "Western Digital East" vision is expected to be realized, then a large number of data centers can be considered to be built in the central and western regions of the climate advantage is obvious, lower energy prices. The construction of ultra-high voltage, should take into full account the renewable energy resources and consumption conditions, to the end of the load center for point-to-point regional layout.

The country's first "new infrastructure" industrial policy has been released

March 29, Guangzhou Huangpu District, Guangzhou Development District, Guangzhou High-tech Zone (hereinafter referred to as "Guangzhou Development District") in the Guangzhou Huangpu District Guangzhou Development Zone Guangzhou High-tech Zone to speed up the "new infrastructure" to help the development of the digital economy ten (hereinafter referred to as "new infrastructure 10"), aimed at new infrastructure construction as a hand, efforts to create a new model for the development of the digital economy.

On the same day, the Guangzhou Development District held the first quarter of 2020 major projects to put test production and comprehensively accelerate the promotion of new infrastructure activities. The 24 key projects, mainly new infrastructure, biomedical and advanced manufacturing projects, were put into trial production at the same time through the 5G cloud live broadcast, and are expected to reach a production value (operating income) of 117.2 billion yuan.

Single project incentives totaling up to 500 million yuan

Guangzhou Development Zone, Director of the Political Research Office of the Li Yao Yao, said at a news conference, "New Infrastructure 10" is the country's first district and county level "new infrastructure " industrial policy.

As the "industrial brother" of Guangzhou, the Guangzhou Development District will focus on combining its own characteristics to promote the development of its own digital economy through the digitalization of the manufacturing industry by awarding the digitalization of the manufacturing industry to create a new model of the digital economy, and to effectively promote the transformation and upgrading of the manufacturing industry and the development of new industries and new modes of development.

According to the 21st Century Business Herald, there are four major highlights of the "New Infrastructure 10":

One is to emphasize the "New Infrastructure" high-end projects and talents. "New infrastructure 10" focus on the world's top digital economy technology, the value chain at the top, with the whole industry chain appeal and international influence of the digital economy leading enterprises in the high-end projects to the district settlement to give the most attentive service and the most forceful support, to encourage the existing enterprises to grow bigger and stronger, and rewards for the digital economy. Talents.

For example, for the newly introduced top global digital technology enterprises, the maximum of 15% of the total investment in completed fixed assets will be rewarded in phases, and the total reward for a single project will be up to 500 million yuan.

The second is to strengthen the "new infrastructure" underlying technical support. "New Infrastructure 10" puts forward a three-year investment of 100 million yuan to cultivate a number of operating systems, databases, middleware, CPU chips, AI chips, streaming version of the signing of the software, network security software and hardware leading enterprises, to build a complete information technology application of the innovation ecosystem, and to strive to create the first national Guangdong, Hong Kong and Macao Bay Area. The first national-level information technology application innovation base in Guangdong, Hong Kong and Macao Bay Area.

Third, the development of "new infrastructure" new business model. "New infrastructure 10" proposed to accelerate the digitalization of the manufacturing industry, renewing the vitality of manufacturing. Encourage the development of e-sports, digital health, air Internet, digital agriculture and other new forms of new models.

For example, the selection of e-sports game software projects that are officially online and have a significant impact will be funded at a maximum of 12 million yuan according to their investment in software development.

Fourth, explore the "new infrastructure" system innovation. In addition to the "hard" support for the "new infrastructure" in terms of capital, talent and technology, the Guangzhou Development District also focuses on "soft" support through institutional innovation. The Guangzhou Development Zone also focuses on giving "soft" support through institutional innovation, clarifying data property rights, encouraging the use of blockchain technology to build a scientific and standardized digital security system, promoting the gradual opening up of public **** data, and strengthening the security protection of key new infrastructures. At the same time, to encourage the standardization of the digital economy, the leading (including participation) in the development of international standards, revision of business units, respectively, to give the highest 1 million yuan, 500,000 yuan reward.

Planning "four regions of new infrastructure"

Guangzhou Development Zone, relying on its own industrial base, regional positioning and resource advantages, planning the layout of the "four regions of new infrastructure", namely: Fish bead area planning artificial intelligence and digital economy test area; science city to create industrial Internet integration development demonstration area; knowledge city to build communication network international digital hub; bio-island construction biosafety wisdom island.

Yuzhu Area focuses on the layout of "artificial intelligence" new infrastructure, to create a pilot area of artificial intelligence and digital economy in Guangzhou. Coordinated planning of 25 square kilometers, with China's software CBD as the core of the region, focusing on creating "a district" (featuring blockchain as the software district) and "a town" (with the Pan-Zhejiang University Industrial Innovation Park as the core of the artificial intelligence town (Hengsha)). Accelerate the construction of major strategic platforms such as the national information technology application innovation base, China Telematics Operation Center, General Hardware and Software (Guangzhou) Adaptation Test Center, layout of the Guangdong Provincial Machinery Research Institute Intelligent Equipment Industrial Park, Xinsong International Robotics Industrial Park, National Machinery Intelligent Park and a number of other AI industrial parks, to create a new high ground for the digital economy with the integration and development of key technologies such as blockchain and artificial intelligence.

Photo from Guangzhou Development District

Science City gathers industrial Internet "new infrastructure" to build a demonstration zone for the integrated development of industrial Internet. Relying on the vast hinterland of 145 square kilometers of Science City and the strong foundation of advanced manufacturing clusters, Guangzhou Development District and Guangzhou Hi-tech Zone have comprehensively promoted the intelligentization of manufacturing equipment and digitalization of production, and created a new benchmark for the digital development of industries. Focus on building a number of national industrial Internet platforms such as Aerospace Cloud Network, Ali Flying Dragon Industrial Internet Platform, China Ship "Ship Sea Intelligence Cloud", around the circuit boards, new materials, medical and pharmaceutical industries such as key advantages of the construction of the industrial Internet identity resolution secondary nodes, Ming Luo "virtual manufacturing factory The "Virtual Manufacturing Factory" of Mingluo has been shortlisted as a key demonstration project of the national industrial Internet.

Photo from Guangzhou Development District

Knowledge City strengthens the international gene of "new infrastructure" and builds an international digital hub for new-generation communication networks. It will promote a number of international "new infrastructures" such as national blockchain top nodes, and take the lead in building an international digital hub operation center. The key projects of the Knowledge City's "new infrastructure" focus on four major areas: big data, industrial internet, 5G and artificial intelligence.

Photo from Guangzhou Development District

Biological island to create a "new infrastructure" covering the whole area, the construction of biosafety intelligent island. The use of 5G, artificial intelligence and other information technology means to promote biotechnology, transportation facilities and other digital intelligent upgrading, to create a leading demonstration of the integration of digital technology and urban security applications. The key projects of the "new infrastructure" of the bio-island focus on two major areas: artificial intelligence and big data center.

Photo from the Guangzhou Development District

Aliyumu is raising the stakes in the new infrastructure: investing another 200 billion in three years

April 20, Aliyumu announced that it will invest another 200 billion in the next three years in the research and development of cloud operating systems, servers, chips, networks, and other major core technologies, as well as the construction of future-oriented data centers.

Recently, Google, the United States and other successive closure or contraction of cloud computing business. In the current economic situation, will AliCloud shrink its investment? Zhang Jianfeng, president of AliCloud Intelligence, said in an interview, "We have confidence in the future and confidence in the digital economy. Cloud intelligence is one of Alibaba's core strategies, we have insisted on investing for 11 years, and will not reduce investment because of the epidemic, but rather to increase investment. In the next three years, Aliyun invested another 200 billion dollars to engage in new technologies and new infrastructure."

It is reported that the latest research results of the Dharma Institute XG Laboratory, Flathead, etc. will be the first to be applied in the next generation of Ali Cloud data centers. Feitian cloud operating system, containing light 800 chip, Shenlong server, self-developed cloud switch, high-performance low-latency network, large computing system clusters and other core self-developed technologies, will be deployed in the cloud data center on a large scale.

Public information shows that AliCloud has deployed hundreds of cloud data centers in 21 regions around the world, and has widely adopted energy-saving technologies such as liquid cooling, water cooling and wind energy to reduce energy consumption. At present, the scale of the server managed by AliCloud Flying Operating System is in the millions of units, and the investment of another 200 billion yuan in three years means that the scale of AliCloud's data centers and servers will triple again, sprinting to the world's largest cloud infrastructure.

48 trillion investment map coming! New infrastructure built highlights