In 2022, the construction of new infrastructure will be further accelerated. According to the reporter's review, as of February 10, in addition to Tianjin, 30 provinces (autonomous regions and municipalities) across the country have held local two sessions one after another. Moderately advanced layout", and some clearly "speed up". Among them, 13 provinces proposed 5G base station construction plans in 2022, with a total of 425,000 constructions.
Experts interviewed by the "Securities Daily" reporter believed that the acceleration of infrastructure investment is becoming an important starting point for stable growth in various regions, and accelerating the construction of new infrastructure will help promote economic transformation and upgrading. It is estimated that during the "14th Five-Year Plan" period, the scale of new infrastructure investment will exceed 15 trillion yuan.
Infrastructure investment accelerates
An important starting point for stable growth
Tang Chuan, an expert in the expert database of the Ministry of Finance and investment director of 360 Government and Enterprise Security Group, told the Securities Daily reporter that at present, the investment volume of new infrastructure projects is generally small, but it can bring new momentum and effective increments to regional economic development. Therefore, many places have laid out new infrastructure construction and vigorously supported the development of digital-related industries.
Specifically, Guizhou Province proposes to moderately advance the construction of new infrastructure in 2022, speed up the construction of national (Guizhou) hub nodes of the national integrated computing power network, promote the pilot of "East and West Calculation", and speed up data centers such as JD.com and China Southern Power Grid. Construction, 25,000 new 5G base stations; Yunnan Province has made it clear that it will speed up the layout of new infrastructure, build China's digital hub for South Asia and Southeast Asia, improve the service capabilities of Kunming International Communications Entry and Exit Bureau and Internet of Things access capabilities, and continue to expand Gigabit optical networks Covering area, 20,000 new 5G base stations will be built to promote the innovative application of 5G integration; Anhui Province proposes to implement the "New Infrastructure +" action to create a national Internet backbone direct connection point, a national hub node cluster for a national integrated computing power network, and build a new 5G base station More than 25,000 seats; Shanghai proposed to fully complete the three-year action plan for new infrastructure construction, promote the in-depth coverage of 5G networks, and build a batch of new infrastructure such as a super-large-scale open computing power platform.
Wang Qing, chief macro analyst of Dongfang Jincheng, told the "Securities Daily" reporter that the economy will face certain downward pressure in the first half of 2022, and macro policies need to be appropriately advanced. The acceleration of infrastructure investment is becoming an important starting point for stable growth in various regions. Compared with traditional infrastructure, new infrastructure has three outstanding advantages: first, new infrastructure can take into account both short-term stability of the macroeconomic market and medium- and long-term economic transformation and upgrading; second, accelerating new infrastructure construction is in line with policy orientation and is conducive to obtaining financial services such as special bonds. Financial resources support; third, the new infrastructure investment and financing mechanism is more flexible and market-oriented, which is more attractive to social capital.
The scale may exceed 15 trillion yuan
The "14th Five-Year Plan" and the outline of the 2035 long-term goals clearly put forward "accelerating the construction of new infrastructure", requiring "focusing on strengthening digital transformation, intelligent upgrading, integration and innovation support, layout and construction of information infrastructure, integration infrastructure, innovation infrastructure, etc. new infrastructure".
"This means that for a period of time in the future, both in terms of project approval and fund raising, new infrastructure will be subject to policy bias. During the '14th Five-Year Plan' period, my country's new infrastructure investment is expected to experience a stable and rapid growth stage." Wang Qing said .
In fact, since last year, the "14th Five-Year" new infrastructure plan has been intensively issued in many places, and the construction coverage and application popularization of 5G and other new information infrastructure have been accelerated in an all-round way. According to the latest statistics from the Ministry of Industry and Information Technology, by the end of 2021, a total of 1.425 million 5G base stations have been built and opened in my country, building the world's largest 5G network. The annual 5G investment was 184.9 billion yuan, accounting for 45.6% of the telecom fixed asset investment ratio.
Feng Lin, a senior analyst at Dongfang Jincheng, told the "Securities Daily" reporter that in the next four years, investment in new infrastructure, including artificial intelligence, industrial Internet, big data centers, 5G base stations and charging piles for new energy vehicles, will maintain an overall annual growth rate. A growth rate of about 17%.
Tang Chuan believes that the current industrial development model of "industry + big data + cloud computing + artificial intelligence" has entered the stage of "qualitative change", and the development of various regions and various industrial projects urgently needs the coordination of new infrastructure projects. It is estimated that during the "14th Five-Year Plan" period, the overall investment in new infrastructure will exceed 15 trillion yuan.
In Wang Qing's view, in the process of investing in new infrastructure construction, it is necessary to further lower the entry threshold, attract the full participation of social capital, and encourage market competition. project. The essence of policy support is to improve the business environment, reduce institutional costs, strengthen the protection of property rights, especially intellectual property rights, and at the same time forge a “long board” of competitiveness based on local resource endowments, and amplify existing advantages.
"New infrastructure is not an independent service system, its development foundation needs to be built on the digital foundation of traditional infrastructure, traditional public services and traditional commercial services, and the higher the degree of digitalization, the stronger the synergy effect that new infrastructure can play. Vigorously promoting digital development will more effectively promote the growth of the new infrastructure industry." Tang Chuan said.
In Tang Chuan's view, the investment and construction of projects in the new infrastructure field and the stable operation in the whole life cycle, in addition to the continuous investment of capital and technical resources by asset holders, require the state to introduce corresponding financial support measures to guide financial institutions to fully intervene in the new infrastructure. The related business in the field of infrastructure can solve the worries of some enterprises in terms of funds, thereby promoting the healthy and long-term development of new infrastructure projects.
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