Core Insights - The construction and renovation of traditional infrastructure can release long-term economic and social benefits, while new infrastructure is a key pillar for the rapid growth of new technologies, industries, business formats, and models [1] Group 1: New Infrastructure Investment - Since 2025, investments in new infrastructure such as low-altitude economy, computing power, and electric power infrastructure have shown strong growth [1] - In Hubei Yichang, a low-altitude economy equipment production line has started operations in Q3, with an annual production capacity of 2,000 firefighting drones and associated automated airports [3] - The market revenue for the drone business is expected to be three to five times that of 2024, with significant expansion planned in the firefighting sector by 2026 [5] Group 2: Technological Advancements - In Tianjin, the North Chen low-altitude airspace Internet of Things project has been launched, establishing a three-dimensional airspace grid and management systems for low-altitude flights [7] - A professor from Peking University is developing a low-altitude intelligent network system that integrates aerial vehicles into a communication-based network, indicating a pre-explosion phase for the industry [9] Group 3: Computing Power Infrastructure - In Jiangsu Yangzhou, the construction of a green computing power base is progressing, with total investment exceeding 10 billion yuan, aiming to become a significant computing power hub in the Yangtze River Delta [11] - The overall electricity demand in the park is projected to reach 360 megawatts by 2026, supporting the deployment of at least 15,000 high-power cabinets [13] Group 4: Investment Opportunities - TCL Huaxing has commenced construction of the world's first 8.6-generation printed OLED production line in Guangzhou, with an investment of approximately 29.5 billion yuan, expected to be completed by Q4 2027 [15] - China possesses a large-scale market, a complete industrial system, an optimized business environment, and stable macro policies, providing predictable future investment opportunities [17] Group 5: Key Performance Indicators - As of mid-2025, investments in new infrastructure such as computing networks and mobile communications are rapidly increasing, with over 40 billion yuan invested in 5G networks by the three major telecom operators [19] - China has built over 4.6 million 5G base stations, leading globally in technology and user numbers, with over 20,000 "5G + industrial internet" construction projects [21] - By September 2025, the number of electric vehicle charging infrastructure units reached 18.063 million, a year-on-year increase of 54.5% [22]
“新基建”增长强劲释放数智新活力 多重利好为投资提供可预期未来
Yang Shi Wang·2025-10-22 03:11