新基建:必要性、可行性及政策建议

NEW INFRASTRUCTURE: NECESSITY, FEASIBILITY AND POLICY RECOMMENDATIONS

疫情全球大流行、世界经济危机和中美贸易摩擦,引发了宏观经济思想与政策的大论战、大变革。新基建经济学应时代而生,成为拯救危机和大国竞争的关键胜负手。从历史经验和现实实践来看,新基建是应对经济危机的最简单有效的办法,兼顾短期扩大有效需求和长期扩大有效供给,兼具稳增长、稳就业、调结构、促创新、惠民生的综合性重大作用。未来,5G、数据中心、人工智能、充电桩、城市群等领域的新基建大规模展开,给各行各业带来深刻变革和重大机遇,将为吸引全球产业链、抢占科技创新制高点、破解美国战略遏制、实现中华民族伟大复兴奠定坚实基础。

The global pandemic of COVID-19, the world economic crisis and trade frictions between China and the United States have triggered great debates and transformations in macroeconomic ideas and policies. The new economics of infrastructure, born for the times, is the rescue of the crisis and the great power competition. Based on historical and practical experiences, new infrastructure is the simplest and most effective way to solve the economic crisis. It gives consideration to both short-term expansion of effective demand and long-term expansion of effective supply, and plays a comprehensive and important role in stabilizing growth, stabilizing employment, adjusting economic structure, promoting innovation and improving people’s livelihood. In the future, 5 G, data centers, artificial intelligence, charging piles, city clusters and other new infrastructure will be launched on a large scale, bringing profound changes and major opportunities to all industries. It will lay a solid foundation for attracting global industrial chains, seizing the commanding heights of scientific and technological innovation, cracking the US strategic containment, and realizing the great rejuvenation of the Chinese nation.