This is a Test Report 2 Monitoring China’s New Infrastructure
New infrastructure has become a hot topic in China's national economic policy agenda to fight the economic impacts of Covid-19. First conceptualized in late 2018, the initiative came to the fore in 2020, and is poised to be a primary growth driver for the Chinese economy, with trillions of CNY of investment expected in the next few years. It can be compared with the Belt and Road Initiative in scope, but is domestically oriented.

Where are the opportunities and risks for international investors and suppliers? How should companies react and what can they expect from the market? How will the intiative play out on the national and local levels?

*What the report covers

Including data-driven in-depth studies of new infrastructure sectors such as 5G, high-speed rail, ultra-high voltage electric grids, NEV charging stations, and more, this is the first English-language report to cover both the policy development of the initiative and its economic impacts, and the first to bring disparate central and local government plans together into a comprehensive analysis.

*Some of our Findings

- New infrastructure is central to Beijing’s efforts to combat the economic impacts of Covid-19;

- National policy on new infrastructure is fragmented, local governments have led the push so far;

- The initiative plays an important role in accelerating the roll-out of strategic technologies such as 5G, electric vehicles charging and high-speed rail;

- For foreign companies, the initiative presents numerous opportunities, such as investment opportunities, equipment supply and the potential for applications;

*Report Overview

1. Agenda for New Infrastructure and Local Implementation

a. Concept and definition

b. Linking short-term stimulus with long-term goals

c. Central government policymaking

d. Local implementation

2. Economic and Technological Effects

a. Effect on growth

b. Effect on innovation and roll-out of new technologies

3. Corporate Opportunities

a. Financial investors

b. Equipment suppliers

c. Applications

4. Outlook

5. Appendix

a. Complete list of provincial and city plans for new infrastructure and related fields