In the process of accelerating the construction of new digital infrastructure and promoting the digital transformation of the whole society, some key industries will open up new growth space.

On November 16, the Ministry of Industry and Information Technology issued the Fourteenth Five-Year Plan for the Development of the Information and Communication Industry (hereinafter referred to as the "Plan"), which established new ideas and basic principles for the high-quality development of the information and communication industry. In terms of overall scale, the "Plan" predicts that by 2025, China's information and communication industry revenue will reach 4.3 trillion yuan, an average annual growth rate of 10% within five years; the cumulative investment in information and communication infrastructure is 3.7 trillion yuan, a cumulative increase in five years 1.2 trillion yuan. Billion yuan.

According to the "Plan", China's information and communication industry has the regional layout of information infrastructure, the integrated application of information and communication technology and industrial ecology, industrial management capabilities, network security and emergency protection. Making up for shortcomings is an important direction of the information and communication industry during the "Tenth Five-Year Plan" period.

In response to the industry-wide development goals and current deficiencies during the "14th Five-Year Plan" period, the "plan" includes building new digital infrastructure, expanding digital development space, building a new industry management system, and strengthening network security assurance systems and capabilities. From the five aspects of construction, cross-regional and cross-industry coordination, 26 key contents of the development and management of the information and communication industry during the "13th Five-Year Plan" period are proposed, and 21 projects are listed in the form of a column.

Fully deploy new digital infrastructure

Compared with the "Thirteenth Five-Year Plan", the "Plan" inherited and updated the selection of quantitative indicators for industrial development, retaining 5 items, adjusting 7 items, and adding 8 items. Among them, the new indicators are mainly reflected in the deployment and application of new digital infrastructure such as 5G, gigabit optical networks, and industrial Internet. According to previous relevant statements of the National Development and Reform Commission, new infrastructure (hereinafter referred to as "new infrastructure") mainly includes information infrastructure, integrated infrastructure and innovation infrastructure.

Among them, "information infrastructure" includes infrastructure based on the evolution of a new generation of information technology, such as communication network infrastructure represented by 5G, Internet of Things, Industrial Internet, and satellite Internet, as well as artificial intelligence, cloud computing, and blockchain. New technology infrastructure represented by 5G, etc., computing power infrastructure represented by data centers and intelligent computing centers, etc.

Hu Jianbo, vice president of the China Academy of Information and Communications Technology, believes that the "Plan" combines the actual expansion of the information and communication industry in the new development stage, and classifies the integrated infrastructure of information infrastructure and digital form as a new type of digital infrastructure, as an industry foothold The "new infrastructure" of the region is the focus of the "14th" period. In order to fully deploy the new digital infrastructure, the "Plan" proposes to focus on the development of 5G, gigabit optical fiber network, IPv6, mobile Internet of things, satellite communication network and other new generation communication network infrastructure, data center, artificial intelligence infrastructure, chain foundation Data and computing capacity facilities such as facilities, as well as integrated infrastructure such as the Industrial Internet and the Internet of Vehicles. It is worth noting that, from being included in the "new infrastructure" list to the establishment of an "accelerated layout", satellite communications only took more than a year. In April 2020, satellite Internet was included for the first time as an important information infrastructure in the key direction supported by the national "new infrastructure" policy.

Many industry insiders said in an interview that 5G and low-orbit satellite communications have their own advantages, and complementary and integrated partnerships will be the development trend during the "14th" period. At the same time, with the continuous release of policy dividends, the decline in technology-driven construction costs, and the scarcity of frequency orbit resources and commercial potential, China's satellite Internet industry is ushering in a new blue ocean of development.

As a commercial aerospace start-up company participating in the new infrastructure of the country’s “satellite Internet”, Xie Tao, the founder and chairman of Jiutian MSI, pays special attention to the relevant expressions in the “Plan”, such as “promoting the coordination of high-orbit satellites and medium-low orbit satellites. develop". He told that at the technical level, the low-orbit satellite Internet constellation has obvious advantages in coverage, network delay, and system capacity, and user terminal equipment is easier to achieve miniaturization and handheld. The high-orbit satellite has a large coverage area and strong system stability.

"After the plan is implemented, it will help China's satellite Internet to coordinate the superiority of the high and low orbit system, achieve complementary advantages, and establish a satellite Internet constellation system with wider coverage and stronger service capabilities." Xie Tao also said that starting from the actual situation in China , Through the high-low orbit inter-satellite link networking and on-board processing, it can break through the global ground station deployment restrictions and the lack of frequency resources, make full use of the superiority of the high-orbit satellite system, and ensure the safety and reliability of satellite Internet services. In terms of deploying data and computing power infrastructure, "promoting the high-quality development of data centers" has become an important focus. Among them, "green", "moderate scale", and "cross-network and cross-regional collaboration" are the keywords for the high-quality development of data centers.

An industry insider said to this analysis that as the regulatory requirements for green and low-carbon development of data centers continue to increase, the industry’s attention to energy-saving technology-driven development and transformation continues to increase, and more and more data center companies are beginning to seek greater Large-scale green development. electricity. In addition, as people's interest in the application of liquid cooling technology increases, the penetration of related product suppliers in the data center market is expected to accelerate.

The cyber security industry is pressed on the "accelerator key"

According to the "plan", during the "14th Five-Year Plan" period, efforts will be made to complete the network infrastructure protection and network data security system, continuously improve the level of new digital infrastructure for security management, and create a prosperous and credible network security industry Network ecological environment. Comprehensively improve the industry's cybersecurity emergency response level, and build a new national cybersecurity pattern.

Among them, the industry's key information infrastructure (hereinafter referred to as "capstone") and "new infrastructure" security guarantees have been elevated to a new strategic height. Zhou Yachao, Chief Scientist of A&H Information Shanghai Headquarters, said that in accordance with the development requirements of the "Plan" in the field of network security, the information and communication industry "opportunities outweigh challenges."

In terms of opportunities, he said that with the gradual implementation of laws and regulations on network security, data security, and key protection, the construction and improvement of comprehensive network and data security assurance systems and capabilities will bring high-quality development to the industry. New opportunities. At the same time, taking digital trust and credible identity authentication as the cornerstone is conducive to creating a credible network ecological environment.

"During the '14th Five-Year Plan' period, the information and communication industry may take the lead in comprehensively promoting and practicing data security classification, data governance, transmission sharing, open applications, etc." Zhou Yachao said. In terms of challenges, Zhou Yachao believes that there are two. First, 5G is an important part of the key infrastructure construction, but the 5G environment is different from traditional network security protection. New technologies and new applications have brought complex challenges. How to improve the 5G security assurance capabilities has become the top priority of the key infrastructure protection. ; Second, at present, there is an urgent need to truly form a network security assurance system for integrated applications and "new infrastructure", centering on the digital transformation of industrial enterprises, and improving the network security technology and capabilities of the industrial Internet and the Internet of Vehicles with an industrial background.

In addition, with the release of the "Plan", network security needs to be released are giving birth to a larger-scale network security industry, and the iterative upgrade process of related technologies is also accelerating.

Hu Jianbo said that the "Plan" for the first time made the innovative development of the network security industry one of the important tasks, and further improved the control level of the core technology of the network security industry by carrying out innovative demonstration applications and prospering the network security industry ecological cultivation project.

Xiaoan (Beijing) Technology Co., Ltd. is a start-up enterprise in the field of data security. The founder of the company Bai Yajing also believes that a number of content in the "Plan", such as data security, industrial Internet security system, basic network security monitoring, etc. The new goal will significantly increase the demand for the cyber security industry in the information and communications industry, and bring opportunities to related cyber security technologies and products.

For commercial enterprises, Bai Yajing suggests that, on the one hand, it can provide opinions and suggestions for the formulation of industry data security management requirements. On the other hand, we must seize the opportunity to dig deeper into the network data of the information and communication industry, telecommunications companies, and key Internet companies. According to the company's business characteristics and protection requirements, targeted enhancement of the company's own network data security solutions technical capabilities and application level. Editor/Xu Shengpeng