Traditional capital construction in Zhengzhou

Since the beginning of 2020, "new infrastructure" is definitely one of the hottest words in the economic field.

However, the connotation of new infrastructure has always been analyzed by the media and institutions according to relevant meetings, and there is no formal definition.

Mainly interpreted as seven aspects:

Now, the official announcement is coming.

On the morning of the 20th, relevant departments held a press conference to clarify the concept and scope of "new infrastructure" for the first time.

It mainly includes three aspects, namely, information infrastructure, integrated infrastructure and innovation infrastructure.

The specific content is:

It can be seen that "new infrastructure" is different from the popular "seven fields" before, and its extension is greatly broadened. For example, blockchain, intelligent transportation and major technical infrastructure are all included in the new infrastructure.

As we all know, the round of large-scale infrastructure construction in 2008 mainly accelerated the rise of a number of inland high-speed rail hub cities.

Chongqing, Chengdu, Wuhan, Xi, Zhengzhou, Changsha and other cities are all direct beneficiaries. This also established their position in the national urban map.

How will the arrival of new infrastructure change the regional economic map? Which cities are already ahead?

0 1

New infrastructure: mainly the game of big cities?

The new infrastructure is relative to the traditional infrastructure model.

Take the round in 2008 as an example, it is mainly the "Iron Gong Ji" model. The improvement of the national high-speed rail network began at that time.

The new infrastructure, in addition to different construction contents, such as mainly improving hardware facilities such as railways and highways, has become a data information infrastructure such as 5G base stations, big data centers and artificial intelligence. Another important difference is the difference of investors.

"Iron Gong Ji" model is mainly driven by national financial resources, emphasizing fairness. However, the new infrastructure is mainly driven by social capital, that is, enterprises will play a more important role, and it pays more attention to efficiency.

Recently, some Internet giants and communication giants have announced their entry into new infrastructure, which is an obvious signal.

Behind the different investors, it also reflects another important feature of new infrastructure different from traditional infrastructure-closer to the industrial side.

Whether it is new energy vehicle charging piles, big data centers, artificial intelligence or major scientific and technological infrastructure, it is directly linked to specific industries, and "TieGong Ji" is an inclusive infrastructure.

In other words, which cities this round of investment flows to depends on the foundation itself. For example, cities with talents and industrial bases in digital economy and artificial intelligence will be more likely to be favored by investment.

This basically determines that the new infrastructure will also be mainly a game of big cities.

Undoubtedly, the new infrastructure will further aggravate the "Matthew effect" of urban competition. This is inherently consistent with the development direction of urbanization in recent years, especially in big cities and urban agglomerations (metropolitan areas).

02

Can the new infrastructure give birth to an enhanced version of "High-tech Zone"?

Therefore, in the new infrastructure era, it will become more and more inevitable for individuals to firmly choose big cities and regional central cities; The same is true for corporate investment.

Because the capital behind the new infrastructure flows to the land, it is likely to be the birthplace of new industries in the future, corresponding to the gathering of population, industry and consumption.

This is more accurate than the investment reference in the traditional infrastructure era. According to statistics, among the 36 third-tier cities with high-speed rail nodes, 26 have experienced population loss.

In other words, after the opening of high-speed rail in these cities, the "distance" from big cities has narrowed, which has accelerated the population loss.

New infrastructure is mainly embodied in the industrial side, which has a strong correlation with population, capital and industry. Therefore, this must also be the case where a large number of new infrastructures are built.

For example, the industrial upgrading corresponding to the new infrastructure, especially the impact of emerging technology industries on the region, may be close to the national high-tech zones that began to be laid out nationwide in the late 1980s.

Up to now, there are 168 national high-tech zones in China. In most cases, the high-tech zone is the absolute highland of the economic development of the city. Even the expansion of many cities and the construction of new cities are mainly driven by high-tech zones.

The reason why the national high-tech zone has such a great traction for urban development is mainly because it represents new productive forces and belongs to technology and capital-intensive areas.

Therefore, its talent quality, housing price, consumption and so on are often the "first file" of a city.

Due to the different stages of development, it is impossible for every city to have a brand-new enhanced "high-tech zone" in this round of new infrastructure. Many new infrastructure projects are laid out based on the existing high-tech zone industry and talent base.

However, it should be a high probability that the key area of new infrastructure will become a new economic "hot spot" as big as a city and as small as a certain section of the city.

03

Which cities drink "Tou Tang Di"?

Although the scope of the new infrastructure has only recently been formally determined. However, policies and capital have taken action, and some cities have already had "soup".

Recently, several lists published by several departments are a microcosm.

For example, last month, Chongqing, Chengdu, Xi and Jinan were supported to build a national new generation artificial intelligence innovation and development pilot zone.

On June 6th, 65438, the list of 12 national digital service export bases was published.

The cities involved are Beijing, Tianjin, Dalian, Shanghai, Nanjing, Hangzhou, Hefei, Xiamen, Jinan, Guangzhou, Chengmai and Chengdu.

New infrastructure contents such as 5G, artificial intelligence and big data are all important parts of the digital economy. It is foreseeable that these named cities and their related areas will also receive targeted blessings in terms of new infrastructure.

In addition, some cities have recently gained great benefits in terms of new infrastructure "intercity high-speed railway and intercity rail transit".

A few days ago, in the Opinions on Promoting the Connection between Hub Airport and Rail Transit, nine major cities 1 1 airports were named.

The so-called hub airport connecting with rail transit is actually to promote the air-rail combined transport of these hub cities.

Of course, there are still some transportation hub cities that have not been named this time, which does not mean that they are excluded from the benefits of rail transit construction of new infrastructure.

On the one hand, air-rail combined transport is the general trend, and key transportation hub cities will have opportunities; On the other hand, some cities' hub airports, Unicom rail transit, have already been built, and only the list of planned construction is announced this time.

For example, the Tianfu International Airport under construction in Chengdu has reserved high-speed railway station, and the Chengdu-Chongqing high-speed railway started construction last year.

Jiangbei Airport in Chongqing and the East Ring of Chongqing Railway Hub, which will be connected by feeder lines in the future, have also been completed.

In addition, a city to be specially mentioned is Guiyang.

Guiyang has made great achievements in the big data industry in recent years, which just corresponds to the new enthusiasm of new infrastructure.

The White Paper on Developing "New Infrastructure" points out that:

This means that non-head central and western cities such as Guiyang can also share in the new infrastructure. The key is to find your own comparative advantage.

Every round of technological innovation and infrastructure upgrading is an important window to reshape the urban pattern.

The new capital construction time has officially begun, and a new era of urban competition has arrived. Any city that doesn't want to lag behind needs to seize this opportunity.