new infrastructure includes industries: 5G infrastructure, UHV, intercity high-speed railway and intercity rail transit, new energy vehicle charging piles, big data centers, artificial intelligence, and industrial internet.
1. 5G infrastructure
application scope: industrial internet, car internet, internet of things, enterprise cloud access, artificial intelligence, telemedicine, etc.
related industrial chain: network planning; Wireless master equipment and transmission equipment: small base station, antenna, iron tower, base station RF, filter, SDN/NFV, optical fiber cable, optical module and optical fiber communication equipment; Terminal equipment: terminal antenna, filter and terminal RF material; Operator.
second, ultra-high voltage
application scope: power and other energy industries;
Related industrial chain: DC UHV: converter valve, control protection, converter transformer, transformer, DC circuit breaker, high-voltage reactor, capacitor, high-voltage combination, circuit breaker, lightning arrester, etc. Ac UHV: GIS, UHV transformer, UHV voltage stabilizer, 551kv combined electrical appliances, transformers, circuit breakers, disconnectors, capacitors, lightning arresters, substation monitoring, etc.
III. Intercity high-speed railway and intercity rail transit
Application scope: transportation industry
Related industrial chains: upstream: rails, railway fittings, track engineering, etc. Construction machinery (excavators, pump trucks, etc.), infrastructure, civil engineering, bridges, roads, tunnels, viaducts, project undertaking, etc.; Midstream: locomotive body, parts, auxiliary equipment, etc. Traction power supply project, communication, substation, transformer station, etc.; Downstream: urban rail operation; Logistics, passenger and freight transportation; Aviation, highways, ports.
IV. Charging piles for new energy vehicles
Application scope: new energy vehicles.
related industrial chain: upstream: shell, base, plug and socket, cable, charging module or charger, etc. Midstream: charging piles, charging stations and charging platforms; Downstream: new energy vehicle enterprise.
v. big data center
application scope: finance, security, energy, business areas, that is, all aspects of personal life (including rudiments, shopping, sports, financial management, etc.).
related industrial chain: infrastructure: IT equipment, power supply equipment, refrigeration equipment, oil engine, moving ring monitoring, etc. IDC professional services: IDC integration services, IDC operation and maintenance services; Cloud service providers: operators, cloud computing vendors, third-party service providers, etc. Application vendors: Internet industry, financial industry, traditional industries (such as energy), software industry, etc.
VI. Artificial intelligence
Application scope: smart home, service robot, mobile device /UAV, autonomous driving; Other industry applications: intensification, finance, security, medical care, corporate services, education, customer service, video/entertainment, retail/e-commerce, construction, law, news and information, recruitment, etc.
Related industrial chain: AI chip: cloud training, cloud reasoning, device-side reasoning; Visual sensors: lidar, millimeter wave radar, surveillance camera, autopilot camera, 3D somatosensory; Computer vision: face recognition, voice recognition, visual recognition; Cloud platform /OS/ big data service: big data service, cloud computing service, OS, Internet of Things platform, etc.
VII. Industrial Internet
Application scope: intelligent production within enterprises, networked collaboration between enterprises, personalized customization of enterprises and users, and service extension of enterprises and products.
related industrial chain: upstream: intelligent hardware; Midstream: edge layer, IaaS layer, PaaS layer, SaaS layer; Downstream: high energy consumption equipment, general power equipment, new energy equipment, high-value equipment, instrumentation and other special equipment.