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新基建开路 “十五五”抢先机 “适度超前”拓展增长空间
Core Viewpoint - The development of new-type infrastructure is essential for achieving significant breakthroughs in the new quality productivity during the "15th Five-Year Plan" period, as highlighted in the Central Committee's suggestions for the national economic and social development plan [1][5]. Group 1: New-Type Infrastructure Construction - The "15th Five-Year Plan" emphasizes "appropriately ahead" construction of new-type infrastructure, including information communication networks, national integrated computing networks, and major scientific and technological infrastructure [1][2]. - The "14th Five-Year Plan" also called for accelerating the construction of new-type infrastructure, but the "15th Five-Year Plan" specifically mentions "appropriately ahead" deployment [2][3]. - Experts believe that "appropriately ahead" aligns with the urgent need for transitioning domestic economic development stages and upgrading growth momentum [5][6]. Group 2: Strategic Emerging Industries - The suggestions focus on building emerging pillar industries and accelerating the development of strategic emerging industry clusters such as new energy and low-altitude economy [1][9]. - Future industrial development heavily relies on the support of new-type infrastructure, particularly in computing and communication [1][9]. - The government aims to drive industrial upgrades through new infrastructure while managing debt risks, indicating a shift in fiscal policy towards digitalization, intelligence, and green sectors [6][9]. Group 3: Integration of Technology and Economy - The "15th Five-Year Plan" aims to promote deep integration of technological innovation and industrial innovation, as well as the integration of the real economy and digital economy [7]. - The plan outlines four key tasks: optimizing traditional industries, nurturing emerging industries, promoting high-quality service development, and constructing a modern infrastructure system [7][8]. - The focus on modern infrastructure is intended to provide a solid foundation for high-quality development across various industries, ensuring efficient operation of advanced manufacturing and modern service sectors [8][9]. Group 4: Implementation Strategies - "Appropriately ahead" requires identifying directions, controlling rhythms, and maintaining determination in new-type infrastructure investments, which are large-scale and long-term [9]. - The plan emphasizes dynamic planning, flexible design, and phased implementation to balance foresight and practicality [9]. - The government aims to avoid blind expansion and resource waste by ensuring that infrastructure development aligns with industrial needs, technological trends, and economic capacity [9].
新基建开路,“十五五”抢先机!“适度超前”拓展增长空间
Core Viewpoint - The development of new-type infrastructure is essential for achieving significant breakthroughs in the new quality productivity during the "15th Five-Year Plan" period, as highlighted in the Central Committee's suggestions for national economic and social development [1][2][5]. Infrastructure Development - The "14th Five-Year Plan" emphasized accelerating the construction of new-type infrastructure, while the "15th Five-Year Plan" suggests "moderately ahead" construction to align with the urgent needs of economic transformation and upgraded growth momentum [2][6]. - The focus is on building emerging pillar industries and accelerating the development of strategic emerging industry clusters such as new energy and low-altitude economy, which rely heavily on new-type infrastructure like computing power and communication networks [2][8]. Strategic Planning - The "15th Five-Year Plan" aims to create a modern infrastructure system, promoting the efficient utilization of information communication networks, integrated computing power networks, and major scientific and technological infrastructures [5][10]. - The government emphasizes the need for a balanced approach in infrastructure investment, ensuring alignment with industry demands and technological trends while avoiding blind expansion and resource waste [11]. Economic Integration - The integration of technology, industry, and economy is crucial, with new-type infrastructure expected to support technological innovation and enable digital transformation across various sectors [9][10]. - The suggestions outline four key tasks: optimizing traditional industries, nurturing emerging industries, promoting high-quality service development, and constructing a modern infrastructure system [9]. Future Outlook - The focus on "moderately ahead" infrastructure construction is seen as a way to gain a competitive edge in global technology and to guide the transformation of traditional industries, enhancing the resilience of industrial chains [8][10]. - The government aims to ensure that advanced manufacturing and modern service industries can achieve high-quality development in a supportive hardware environment, ultimately contributing to the realization of socialist modernization by 2035 [10].