“十五五”规划研究系列之五：“新”新基建，地方如何适度超前？

Group 1: New Infrastructure Development - The "14th Five-Year Plan" emphasizes "moderate advance" in new infrastructure, focusing on information communication networks and integrated computing networks[3] - New infrastructure has expanded significantly, covering communication networks, data, and computing fields, driven by economic digital transformation[3][16] - From 2019 to November 2025, investment in electricity, internet software, and logistics has increased by 10.4%, 5.0%, and 4.1% respectively, indicating the core investment attributes of new infrastructure[4][19] Group 2: Regional Development Strategies - Local governments focus on integrating infrastructure and enhancing traditional infrastructure's digital transformation, with 28 regions proposing smart upgrades[5][21] - In North China, the focus is on national data hub construction and energy transition, with Beijing leading in data management and resource centers[29] - Eastern and Southern regions prioritize low-altitude infrastructure and smart water transport upgrades, leveraging their geographical advantages[32][33] Group 3: Policy Support for New Infrastructure - Fiscal policies have increased support for new infrastructure, with policy-based financial tools allocating 98.02 billion yuan to digital economy and AI projects in 2025[7][40] - Monetary policy tools like technology innovation loans have been expanded to support new infrastructure, with green loans growing at 17.5% and infrastructure loans at 25.1% as of Q3 2025[49] - Regulatory measures will optimize spatial layouts and control hidden debts, preventing redundant construction and "involution" competition[51]