All the time, the world is the same. Whether it is a city or a company, the premise of making good use of this power must be that it has a deep enough accumulation.
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Where is the new infrastructure?
At the beginning of 2020, "new infrastructure" was mentioned in a prominent position under the pressure of the epidemic and economic downturn.
Within 20 days, the "new infrastructure" was mentioned 4 times at the central government meeting.
Source: Shanghai Securities News
As of March 5, according to statistics from 21 Data News Lab, a total of 24 provinces have issued large orders with a total investment of 48 trillion yuan, mainly involving seven major areas: intercity high-speed railway and intercity rail, industrial Internet, artificial intelligence Wait.
Source: 21 Data Journalism Lab
The proposal of new infrastructure actually corresponds to the increasingly weak "old infrastructure". Even the most optimistic economists admit that the marginal benefits of traditional infrastructure investment are declining, and that new infrastructure is urgently needed to provide new value to further boost the economy.In a word, the "new infrastructure" is new in the value of science and technology. According to the analysis of the macroeconomic team of CITIC Securities, first, "new infrastructure" is related to high-quality development, and the focus is on technological innovation, including 5G construction, big data centers, etc.; second, "new infrastructure" is related to new urbanization, focusing on The point is to expand the economic radiation capacity of urban circles and improve the level of urban governance, including intercity high-speed railways and intercity rail transit.At the same time, geopolitical considerations also loom.When someone analyzed projects in various provinces, they found that foreign-related infrastructure also accounted for a certain proportion (mainly border provinces). As we all know, my country has a vast territory and borders, but the advantage of land links with neighboring countries is not obvious. Doing business with the coasts of Africa and the Indian Ocean often requires thousands of kilometers of detours at sea.The longer the shipping line, the more interests of various countries are involved along the way, the more games the country encounters, and the higher the risk of normal shipping. Therefore, deepening the deep nesting of the surrounding economies to support China's influence on the global division of labor and wealth distribution is becoming a top priority. Foreign-related infrastructure is undoubtedly an important starting point.Of course, no matter how much consideration you have, you must return to the practicality and effectiveness of the nfrastructure itself. What kind of infrastructure has the most potential?
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Booming rail market
Rail transit must be one of them.
Data from China Rail Transit Network shows that by the end of 2019, there were 230 lines (sections) under construction in China's urban rail transit, with a total mileage of 5,684.32 kilometers and 3,345 stations. , with an investment of nearly 4 trillion yuan.In the current wave of "new infrastructure", rail transit is still not left to others. Take Guangdong, which has been the country’s largest in terms of GDP, for example, of the 5.9 trillion “new infrastructure” market, 900 billion has been invested in the field of rail transit, accounting for 15%. Moreover, the share of rail transit far exceeds that of other fields. The artificial intelligence that ranks second is only about 40 billion, and the next 5G and UHV are only about 15 billion.At the same time, the industrial Internet in the seven major fields of rail transit and new infrastructure also has a deep origin.The essence of the Industrial Internet is to closely connect and integrate equipment, production lines, factories, suppliers, products and customers through platforms to form cross-equipment, cross-system, cross-plant, and cross-regional interconnection, thereby improving efficiency and promoting the entire manufacturing service. The system is intelligent.
In the rail transit industry (such as subway and light rail), a single city will involve dozens of operating systems, dozens of specialties, and hundreds of thousands of equipment parts. Efficiency improvements for the Industrial Internet.Hit the two major areas of new infrastructure, rail transit will naturally have to be more intelligent and technological.
Coincidentally, Guangzhou's exploration in this area is ahead of the whole country. In April last year, Guangzhou held the National Metro Innovation Conference, which proposed the standard of intelligent subway, which mentioned that in the future, it will move forward along the smart station-smart line network-integrated urban rail transit intelligent operation system.
Guangzhou has taken the lead in completing the first step. In September 2019, the Tianhe Smart City Demonstration Station jointly built by Jiadu Technology and Guangzhou Metro Group has been completed, providing functions such as non-inductive ticketing, intelligent customer service, intelligent security inspection, unmanned platform, robot patrol, intelligent video surveillance and so on.In the Smart City Demonstration Station, Jiadu Technology also used the self-developed industrial Internet-based smart subway platform - Huajia Mos, which is equivalent to installing a "brain" for the subway. Huajia Mos platform is designed based on micro-service architecture to create an open ecosystem that supports iterative development and business application innovation. It consists of edge platform, technology middle platform, business middle platform, data middle platform, AI middle platform and smart applications. The core features are ubiquitous connectivity, cloud-based services, knowledge accumulation, and application innovation.
Huajia Mos (intelligent integrated monitoring system)
It is worth mentioning that Huajia Mos is based on the design of the industrial Internet system architecture, which establishes the connection between subway operations and other parts, opens up the data and connections between the subway and upstream and downstream, and lays the foundation for the implementation of equipment life cycle management and intelligent operation and maintenance. , which is also the development direction of the future smart subway.Not only that, Guangzhou Metro's successful management experience is being exported to the whole country. In 2010, Guangzhou Metro took the lead in establishing the country's first urban rail transit training college. At present, the college has provided more than 40 subway companies across the country with talent training and export services in subway construction, operation and management.At the national planning level, rail transit has long been put on the agenda. In the "Guangdong-Hong Kong-Macao Greater Bay Area Planning", the task of rail transit is to create a "one-hour fast economic circle". The logic here is that the interconnection of transportation will be a prerequisite for the circulation of production factors such as the flow of people and goods. For the Guangdong-Hong Kong-Macao Bay Area to become the world's bay area, rail transit must bear its weight.Now, under the tide of new infrastructure construction, Guangzhou has a good card of rail transit, and it has full confidence.
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Technical touches
Guangzhou has always been recognized as the most livable city among first-tier cities, whether it is infrastructure convenience, or The humanistic atmosphere has been repeatedly praised. It may also be that Guangdong has always been the No. 1 province in the economy, and the convenience of infrastructure and the improvement of people's living experience are considered much earlier than ordinary places.Behind this, it is the efficiency improvement brought about by bit by bit of technological progress, and it is technology that nourishes the urban ecology.Jiadu Technology, which is deeply involved in the operation of Guangzhou Metro, introduced to Yijian Finance, take the subway operation as an example, under the intelligent operation and maintenance based on big data analysis, which equipment needs to be actively maintained can be predicted first, changing the original The passive or fixed maintenance mode, which greatly improves the safety of the subway and the efficiency of the subway operation.In the future, this comprehensive monitoring technology and subway smart brain will receive more and more attention. At present, Jiadu Technology has released Huajia Mos platform, subway automatic operation management system, intelligent platform management system based on digital twin, intelligent operation and maintenance system based on subway cloud and big data, and multi-dimensional dynamic prevention and control platform system for intelligent security zone. Waiting for a large number of AI products.
Jiadu, which is betting heavily on rail transit intelligence, is also very optimistic about the opportunities contained in this round of new infrastructure.It pointed out that rail transit is the "artery" for the development of cities and urban agglomerations, and the average daily passenger flow in Beijing, Shanghai, Guangzhou and Shenzhen is over 10 million. It's easy to make ends meet if you rely on ticket sales alone. However, at present, the value of subway traffic has not been fully tapped.For example, is it possible to provide personalized information services to passengers on the subway? How to improve the sales conversion rate of merchants in the subway business district? The "key" to create new value and new market lies in the acquisition and operation of multi-dimensional data of subway passengers. And these are the places where comprehensive technologies such as the subway smart brain can show their talents.The value of a city will give birth to enterprises with the same temperament, and the birth of enterprises will in turn become the business card of the city. This is a virtuous circle, and in the tide of new infrastructure, they are working hand in hand.
