459.8万个5G基站之后，新基建如何再进阶丨四中全会预热

Core Insights - The article emphasizes the significant progress made in the construction of new infrastructure in China during the "14th Five-Year Plan" period, highlighting the importance of this development for industrial structure upgrades and sustainable economic growth [1][5][10]. Infrastructure Development - As of July 2023, China has built 4.598 million 5G base stations and 30.532 million gigabit ports, with over 20,000 "5G + industrial internet" projects initiated [5]. - The total computing power in China ranks second globally, with 10.85 million standard racks and an intelligent computing power of 788 EFLOPS [5]. Policy Framework - The "14th Five-Year Plan" has led to a series of policy documents aimed at promoting new infrastructure, including the "Digital China Construction Overall Layout Plan" and local government initiatives in provinces like Jiangsu and Sichuan [4][10]. - The focus on new infrastructure includes information infrastructure, integrated infrastructure, and innovative infrastructure, which are essential for digital transformation and intelligent upgrades [3][4]. Future Directions - The "15th Five-Year Plan" is expected to prioritize artificial intelligence-related infrastructure, including intelligent computing facilities and data centers [1][7]. - The need for a balanced distribution of intelligent computing centers across regions, particularly addressing the underutilization of computing resources in the western regions, is highlighted [2][8]. Regional Competitiveness - According to the "China New Infrastructure Competitiveness Index (2024)," Beijing ranks first in new infrastructure competitiveness, particularly in information infrastructure, while Jiangsu and Guangdong excel in integrated infrastructure [6]. Technological Integration - The integration of AI with new infrastructure is anticipated to be a key focus, with policies emphasizing the enhancement of foundational capabilities and the establishment of a high-quality computing network [7][8]. - The development of 5G-A and 6G technologies is expected to drive innovation and improve communication networks, with a focus on real-time applications and enhanced data transmission capabilities [9][10].