A brief understanding of the seven major areas of new infrastructure

1. Real estate epidemic, "double black swans" have peaked, and new infrastructure has become a new driving force for economic growth.

2. Traditional infrastructure refers to large-scale buildings such as railways, highways, bridges, and water conservancy projects.

3. New infrastructure refers to technological infrastructure, which mainly refers to seven major areas.

4.5G infrastructure, ultra-high voltage, intercity high-speed railway and intercity rail transit, new energy vehicle charging piles, big data center, artificial intelligence, industrial Internet.

The first is 5G infrastructure.

1. Definition.

Leading new infrastructure and new driving force for economic development.

2. Vision.

Connect the entire society and make the entire society digital and intelligent.

3.5G transitions from network construction to terminal and application innovation, and is optimistic about the three main lines of digital economy, Internet of Things terminal innovation and automobile intelligence.

4. Communication companies are deploying new energy businesses, and carbon neutrality has become the second growth pole of the market segment.

Second, ultra-high voltage.

1. Ultra-high voltage refers to voltage levels of 1000KV AC and 800KV DC and above. It is an "electric highway" and is mainly responsible for long-distance low-loss power transmission.

Third, new energy vehicle charging piles.

1. Trend analysis.

1) For charging.

Fast charging is an important solution to improve consumers’ charging experience, and high-power single piles are a major trend in the development of charging piles.

First, 5G infrastructure.

1. Set the tone:

Lead the new infrastructure and create new driving forces for economic development.

2. Vision:

Connect the whole society and make the whole society a digital and intelligent society.

3. 5G transitions from network construction to terminal and application innovation, and is optimistic about the three main lines of digital economy, IOT terminal innovation and automobile intelligence.

4. Communication companies are deploying new energy businesses, and carbon neutrality has become the second growth pole of the sector.

Second, ultra-high voltage.

1. Ultra-high voltage refers to voltage levels of 1000KV AC and 800KV DC and above. It is an "electric highway" and is mainly responsible for long-distance low-loss power transmission.

Third, new energy vehicle charging piles.

1. Trend analysis:

1) For charging:

Fast charging is an important solution to improve consumers’ charging experience, and single pile high power is The development of charging piles is the general trend.

The electrical platform of electric vehicles is developing towards high voltage.

2) For battery swapping:

The B-side application scenario is clear and is expected to be implemented quickly and continue to advance.

The C-side is a differentiated service for car companies.

Fourth, big data center.

1. The full implementation of the "Eastern Digital and Western Counting" project will help improve the national data center industry and drive investment in the upstream and downstream of the industrial chain.

2. Industrial chain:

IDC platform provider—mechanical and electrical equipment manufacturer—temperature control manufacturer—ICT manufacturer—and data service provider.