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Sheknows: 34 trillion! Explore the \

日期:2020-08-05 19:39 作者:admin 点击数:
It has become an unprecedented consensus to build a \ The background of the new infrastructure %What is the background of the new infrastructure? Chen Dafei: in my opinion, there are the following main background of macro. As a matter of fact, the first two years of the central inter city rail, smart rail and smart rail were the first two years of planning, such as the central high-speed railway, smart rail, and so on Hou picked out the concept. In addition, because of the infrastructure construction, they are to enable other technological innovations in the future. From the perspective of technology long wave, theoretical research is light. It is believed that around 2020, a large number of technological innovations will enter the diffusion stage. Interestingly, from invention to innovation, there will be not only one idea, but also new products, new service models, new organization models and new market displays. Therefore, major countries are formulating new industrialization strategies, such as made in China 2025, German industry 4.0 (or 2030 station strategy), etc. Among these innovative industries, there is one-sided infrastructure in which the authorities must play a certain role;

the second is that in China, the old infrastructure has been saturated or even surplus, so it is impossible to invest any more. At present, fixed asset investment is mainly divided into manufacturing, real estate and infrastructure construction, accounting for 75-80% of the total. Compared with the past two years, the main reason for the rapid decline of GDP is that the investment in infrastructure construction has fallen sharply. Naturally, there are various constraints, such as the debt problem of local authorities. Then, this year, affected by the new crown lung fever, the real estate industry still insists on the factors of housing speculation and short-term economic stimulation. The manufacturing industry is still suffering from a slow decline. The most promising aspect of the anti cyclical policy of the authorities is infrastructure construction. The old infrastructure will mainly depend on the population fluctuation. Then, the new infrastructure will be more extensive.

2. Compared with the traditional infrastructure, what are the highlights of the new infrastructure? Chen Dafei: human beings have experienced five scientific and technological revolutions, and the sixth is coming. Infrastructure innovation to build social infrastructure is generally around eight areas: energy, power, transportation, communication, electronics (first in the third scientific and technological revolution), chemistry, steel and manufacturing (means of production). In terms of energy, before the industrial revolution, charcoal was the main energy source. The industrial revolution first converted to coal, and then went through the iterations of oil, electricity, nuclear energy and hydrogen fusion; in terms of rigid power (or engine), it was the transition from horsepower to steam engine, internal combustion engine, electric motor, jet engine and superconductor; transportation means, communication preface, electronic equipment, chemical origin Materials, steelmaking technology and manufacturing industry have all experienced the same iteration.

From the seven surrounding areas of the new infrastructure, we can see that they will become the infrastructure of new generation news and communication technology, digital economy, new energy and artificial intelligence. In my opinion, although the news age was the first one since the 1980s (the first computer was built in 1981), it is far from the end of foreign countries. Just like the automobile industry, which was the pillar industry in the third scientific and technological revolution, it was first before the first World War. However, it still exists so far. It is just constantly updating technology and absorbing new technology. In other days, news will become more and more important, data will become more and more important, and the ability to analyze and calculate data will become more and more important.

In my opinion, the two main features of the new infrastructure will be: digital and intelligent Betta lottery, which complement each other. Ren Zhengfei thinks that the betta lottery, the future era of Betta lottery, is called the \ 3. Why is the launch of new infrastructure so concerned? Chen Dafei: from a pragmatic point of view, this is not only a process of creation, but also a process of extinction. Traditional giants who keep pace with the pace of technological improvement in foreign countries will become light. The new infrastructure construction will bring about a turning point of the new \ 4. The opportunities and challenges brought about by the new infrastructure construction, how can all parties choose the front layout and grasp the historic opportunities? Chen Dafei: just now, we talked about the three paths of technological revolution to shape the industrial pattern: creation, transformation and extinction. These are the paths that can be. Those who will go out of business with new technology must be avoided. For example, from my own experience, in the near future, the traditional printing industry will gradually shrink, because people will become more and more suitable for digital technology and digital products. A typical example of transformation is the new energy vehicle. There are many ways to invest in a promising business, such as industrial funds, ETFs, circulating shares of listed companies related to the industrial chain, or, if it is a private equity investment fund, it can also invest in this start-up. 5. In line with the background that macro is not pleasant to the eyes, can China take this opportunity to overtake on curved roads in the context of the global economic downturn? Chen Dafei: This is also very important, and it is applicable to young people, enterprises and countries.

for example, with the help of new technologies and new platforms, youI can build IP and harvest wealth. A typical example is the current \   Opportunities of blockchain in new infrastructure construction %The new infrastructure includes 5g, UHV power transmission, intercity high-speed railway and intercity rail transit, charging pile, data center, AI Artificial Intelligence and industrial Internet, but the blockchain that the industry expects to see more is not included in it, because what is it? Yang Yaodong: we are not happy to observe the new infrastructure here. Most of them are engineering projects. Compared with other items in the column, blockchain is not too basic and not \

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