459.8万个5G基站之后，新基建如何再进阶

Core Insights - The construction of new infrastructure in China has made significant progress during the "14th Five-Year Plan" period, with 4.598 million 5G base stations and 30.532 million gigabit ports established, alongside over 20,000 "5G + industrial internet" projects [1][6] - The focus for the upcoming "15th Five-Year Plan" will likely shift towards artificial intelligence (AI), computing power, and 5G technologies, which are seen as critical for industrial structure transformation and sustainable economic development [8][9] New Infrastructure Framework - The new infrastructure framework consists of three main components: information infrastructure, integrated infrastructure, and innovative infrastructure [3][4] - Information infrastructure includes advanced technologies such as 5G, IoT, data centers, AI, satellite communication, and blockchain [3] - Integrated infrastructure refers to the intelligent transformation of traditional infrastructure using new technologies, exemplified by industrial internet and smart city facilities [3] Policy and Development Trends - Numerous policy documents have been released since the "14th Five-Year Plan," emphasizing the importance of digital infrastructure in China's overall development strategy [4][10] - Local governments, including those in Jiangsu, Sichuan, and Beijing, have introduced specific plans to advance new infrastructure construction [4][5] Computing Power and AI - China's computing power is ranked second globally, with 10.85 million standard racks and an intelligent computing capacity of 788 EFLOPS [6] - The "15th Five-Year Plan" is expected to emphasize the balanced distribution of intelligent computing centers across the country, addressing the underutilization of computing resources in the western regions [2][9] Future Directions - The integration of AI with infrastructure is anticipated to be a key focus, with applications in smart transportation, healthcare, and manufacturing [9][11] - The development of a nationwide high-quality computing network and the enhancement of network support for AI applications are critical objectives for the "15th Five-Year Plan" [10][12]