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The "new infrastructure" is completely on fire. Seven sub-segments are determined. Industrial robots and other automation and intelligent technologies will have great potential.

Entering 2020, the “new infrastructure” has entered the high-level layout like never before.

From the point of time:

On January 3, the State Council executive meeting: vigorously develop advanced manufacturing, introduce new infrastructure investment support policies such as information networks, and promote intelligent and green manufacturing;

On February 14, the twelfth meeting of the Central Committee of Comprehensive and Deepening Reform: Infrastructure is an important support for economic and social development. It should be guided by overall optimization and coordination and integration, coordinating the development of stocks and increments, the development of traditional and new infrastructure, and building Intensive, efficient, economical, intelligent, green, safe and reliable modern infrastructure system.

On February 21, the Political Bureau of the Central Committee increased the support for the research and development of reagents, drugs and vaccines, and accelerated the development of biomedicine, medical equipment, 5G networks, and industrial Internet.

On February 23, the central government co-ordinated the advancement of the new crown pneumonia epidemic prevention and control and economic and social development work deployment meeting: Some traditional industries were greatly affected, while emerging industries such as intelligent manufacturing, unmanned distribution, online consumption, and medical and health showed strong growth potential It is necessary to take this as an opportunity to transform and upgrade traditional industries and cultivate and expand emerging industries.

On March 4th, the Standing Committee of the Political Bureau of the Central Committee: It is necessary 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.

A series of meetings greatly emphasized the importance of new infrastructure construction, and also greatly enriched the new connotation of new infrastructure construction. Among them, during the March 4th meeting, the high-level And data centers, though this is not surprising.

It is worth mentioning that according to the “21st Century Business Herald” statistics, as of March 1, 13 provinces and municipalities, including Beijing, Shanghai, Jiangsu, Fujian, Henan, and Chongqing, issued investment plans for key projects in 2020. The list includes 10326 projects, of which 8 provinces announced total planned investment, totaling 33.83 trillion yuan-of which, infrastructure investment is an important part of local investment plans, and the investment in infrastructure plans in some regions even accounts for the total More than half of the amount.

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