Shulou(Shulou.com)06/03 Report--

The "new infrastructure" mainly includes seven areas: 5G infrastructure, UHV, inter-city high-speed railway and inter-city rail transit, new energy vehicle charging piles, big data center, artificial intelligence and industrial Internet. Since the central government emphasized speeding up the construction of new infrastructure such as 5G network and data center in early March, the Ministry of Industry and Information Technology, the National Development and Reform Commission and other departments have made specific arrangements many times. Local new infrastructure investment is at full capacity, as the "vanguard" of new infrastructure, 5G construction is showing a state of full acceleration. While grabbing the construction schedule of 5G communications infrastructure, various localities and three major operators are stepping up efforts to refine the 5G commercial "script". Among them, 5G news business has entered the countdown, industrial Internet, vehicle networking and other areas are ready to start.

Among the areas involved in the new infrastructure, some are oriented to the consumer demand side of residents, such as charging piles and intercity high-speed rail, while some projects are used in the middle tier to improve the overall efficiency of the market, such as big data Center, 5G, artificial Intelligence and so on. All have a wide range of application scenarios. For the manufacturing industry, it is UHV and the industrial Internet, especially the latter plays an important role in the whole new infrastructure field, which can be called the prerequisite for the expansion and application of other new infrastructure projects.

The "new infrastructure" represented by 5G and new energy plays a more obvious role in promoting economic growth, especially for the growth of digital economy, intelligent economy, new generation information technology and so on. Many institutions have proposed that the growth rate of investment in "new infrastructure" may pick up moderately in 2020, and the development of "new infrastructure" represented by 5G and new energy will usher in a policy tuyere.

First of all, the construction of 5G in many places press the "fast-forward button" to lead the upsurge of "new infrastructure". In 2020, many provinces and cities clearly want to speed up the construction of 5G network, and the target of 5G base station construction has increased greatly. According to incomplete statistics, as of January 17, the government work reports of 19 provinces and cities have listed "promoting the construction of 5G communication network" as the key work in 2020, among which 6 provinces and cities have clearly planned the number of new 5G base stations in 2020, totaling more than 178000. By the end of 2019, the total number of 5G base stations in the country has exceeded 130000.

Some institutions optimistically predict that the number of new base stations in China will reach 700000 in 2020. Wang Qing, chief macro analyst of Oriental Jincheng, interpreted as: first, after years of development of traditional infrastructure, the marginal investment income has declined, and the space for a substantial increase in investment in the short term is relatively limited. Second, the "new infrastructure" represents the direction of economic transformation and upgrading, and the market potential is huge, and the appropriate advanced layout will help to cultivate new momentum of economic growth.

Second, the policy warm wind frequently blowing fire "new infrastructure", 5G, artificial intelligence and so on into the uplink channel. The prosperity of the communications industry will continue to rise in the next 3 years. With operators and equipment manufacturers starting centralized procurement on a large scale, the future related hardware industry chain and 5G application field are expected to gradually enter the performance cash period.

It is generally believed that 2020 will be the first year of the outbreak of 5G base station construction in China, and all parties in the industrial chain have accelerated the layout. China Mobile has launched a new round of centralized procurement of 5G equipment, which is estimated to be as large as 145700. In addition, a number of listed companies in the industrial chain have announced that they will add 5G. For example, ZTE's 13 billion yuan fixed increase plan has been approved by the Securities Regulatory Commission, while FiberHome completed the issuance and listing of about 3.088 billion yuan of convertible corporate bonds last month. With the large-scale start-up of 5G commercial, the industrial chain is ushering in a new round of golden development cycle.

Third, the local two sessions and local economic work conferences focus on "new infrastructure", sending out positive signals for the development of "5G", "digital economy" and "block chain".

Combined with big data, Internet of things, cloud computing and artificial intelligence, 5G will produce an aggregation effect far beyond the 5G technology itself, which will bring new momentum and new engine to the country's economic growth. A number of industry insiders said that 5G commercial, in addition to the pull of the mobile phone industry chain and communications industry chain, as the basis for connecting everything, 5G releases huge data potential and ignites the digital economy.

Chengdu Huashu Communication Technology Co., Ltd. will also pay close attention to the research and design of related 5G products and industrial Internet of things equipment, to provide the public with high-quality and convenient industrial data communication products. For more product-level specifications, you can consult in the product center or contact customer service personnel. Huashu Communication, 15 years of professional industrial switches, optical fiber transceivers, network extenders, Internet of things gateways, 4G routers, protocol converter manufacturers, independent research and development brand, welcome to come to understand and exchange.

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