5G accelerates new infrastructure, how can battery manufacturers participate in this wave of opportunities?
On March 17, the Development and Reform Commission reported that it will speed up the construction of new infrastructure such as 5G networks and data centers, and pay more attention to mobilizing enthusiasm for private investment. What is the construction of new infrastructure?
New infrastructure refers to the adjustment of investment fields. On the basis of complementing traditional infrastructure such as railways, highways, and rail transit, vigorously develop 5G, UHV, artificial intelligence, industrial Internet, smart cities, intercity high-speed railways, and intercity rail transit. , Large data centers, new energy vehicle charging piles and other new smart infrastructure.
In fact, as early as the 2018 Central Economic Work Conference, 5G, artificial intelligence, industrial Internet, the Internet of Things and other related infrastructures were defined as "new infrastructure construction".
On March 4, the Standing Committee of the Political Bureau of the Central Committee of the Communist Party of China held a meeting to study the current key tasks of the prevention and control of the new crown pneumonia epidemic and the stabilization of economic and social operations. The meeting emphasized the need to increase investment in public health services and emergency material security, and accelerate the construction of new infrastructure such as 5G networks and data centers. In the context of the current prevention and control of the new crown pneumonia epidemic, why does the policy emphasize "new infrastructure" again, and what is the significance?
Why does the policy value “new infrastructure” investment?
National policy formulation is based on national conditions. Judging from the current situation, the global pandemic has caused double suppression on the supply side and demand side of China's economy. On the supply side, manufacturing and service workers have left their jobs, factories or service establishments have been closed or partially closed, and the supply of manufactured goods or services has declined. On the demand side, the demand for consumer goods and epidemic prevention materials has increased sharply, and CPI has risen sharply under the suppression of supply; at the same time, the status quo caused by the epidemic will suppress the demand for industrial raw materials and manufactured goods, leading to industrial producers The ex-factory price (PPI) has fallen.
In terms of overseas markets, at present, the domestic epidemic situation is stable, but during the outbreak of foreign epidemics, exports are affected to a certain degree, and domestic consumption recovery takes some time, so more attention should be paid to infrastructure investment, especially "new infrastructure" investment to our economy Pull action.