Song Qinghui: 5G full connection factories to push the manufacturing transformation support policy support is still the key

"Because the current 5G construction cost and operating cost are still high, the electricity bill of only one year of 5G base station is as high as nearly one million yuan. Reconstruction, operation and maintenance costs, etc. "Song Qinghui, a famous economist, told the Beijing Business Daily reporter," For example, the existing equipment of a factory has been transformed into a higher cost of 5G networks, and the cost of recovery may be for several years. The production scheduling efficiency will be greatly improved, saving large costs, and in the long run, the profit is greater than the disadvantages. "

Policies frequently help 5G full connection factories

The construction of 5G full connection factories ushered in the air. On September 11th, according to CCTV Finance and Economics, Wang Lixia, deputy secretary of the Party Committee of Inner Mongolia Autonomous Region and chairman of the Autonomous Region, said that during the "Fourteenth Five -Year Plan" period, based on the "5G+Industrial Internet" application scenario, it is expected to build 5 digital workshops and 10 smart factories. Essence The smart factories in these plans are the epitome of 5G full -connected factories. 5G full -connected factory is a specific application scenario of "5G+Industrial Internet". The Ministry of Industry and Information Technology's previous "5G Full Connection Factory Construction Guide" (hereinafter referred to as the "Guidelines") specifically clarified the 5G full -connected factory three -level construction direction, and proposed to build 100 benchmark factories during the "Fourteenth Five -Year Plan" period. Industry expert analysis believes that the 5G full -connection plant is an important part of promoting the manufacturing industry to digitalize, intelligent, and systematic transformation. It has invested hugely. In the long run, the benefits are greater than the disadvantages, but supporting policies still need to solve the problem of funding.

Push the manufacturing transformation

5G full -connected factory is a specific application scenario of "5G+Industrial Internet". A few days ago, the Ministry of Industry and Information Technology held a "5G+Industrial Internet" on -site work meeting with the theme of "5G Full Connection Factory" in Ningbo, Zhejiang. At the meeting, a total of 129 5G full -connected factory projects signed a total of 1.769 billion yuan.

The relevant person in charge of the Ministry of Industry and Information Technology stated that "In order to guide various industries in various regions to actively carry out the construction of 5G full -connected factories, drive the development and growth of the 5G technology industry, and further accelerate the in -depth expansion of the" 5G+Industrial Internet 'New Technology New Scene and New Models to all aspects of industrial production. , Promote the improvement of quality, cost reduction, efficiency, green, and safe development of traditional industries, and specially formulate this "Guide".

The "Guide" clarified the three -level construction direction of 5G full -connected factories: support enterprises to build different types of 5G full -connected factories such as production line, workshop level, and factory level. The production line -level 5G full connection factory construction focuses on the capacity building of a single production link, the equipment connection of the business unit, the data collection and 5G fusion application innovation; The capacity building of the value of value is fully released and the level of integration and innovation improvement; the factory level 5G is connected to the factory construction, focusing on the capacity building of cross -workshop cross -level interconnection, depth and systematic application of scenes, systematic applications, and full factor productivity improvement.

In this regard, Wang Peng, a researcher at the Beijing Academy of Social Sciences and researcher at the Intelligent Social Governance Research Center of the People's University of China, said that "5G full connection factory is an important part of promoting the manufacturing industry to digitalize, intelligent, and systematic transformation. Only the information infrastructure can be connected, and the industrial Internet, the industry Internet and the industry Internet can promote the development of manufacturing and even the entire transportation, upstream and downstream supply chains, and industrial chain intelligent development. "

Iron and steel, mining and other industries are the focus

It is worth noting that the "Guide" proposes that during the "Fourteenth Five -Year Plan" period, it is necessary to promote the construction of a 5G full -connected factory, build 1,000 classified and distinctive factories, build 100 benchmark factories, promote 5G integrated applications Deep development. At the same time, more industry enterprises are encouraged to actively explore the innovative application of 5G in all aspects of industrial production to achieve quality improvement, cost reduction, efficiency, green, and safe development. In the construction of construction, the Guide pointed out that it should be accelerated to the promotion of key industries and fields such as electronic equipment manufacturing, equipment manufacturing, steel, mining, and electricity.

Policies frequently help 5G full connection factories

Wang Peng believes that "the field of" Guidelines "is in the field of national and family lives, and the industry can influence the industry wide. Pilot in these fields can have a very good driving and stimulating effect on other industries. These industries are large and strong. It has the ability to carry out 5G full -connected factories. Most of the production and operation activities of enterprises in these industries are mostly automated and intelligent in intelligence, and they also have the demands of transformation and upgrading, cost reduction and efficiency. " Wang Peng said that 100 benchmark factories are also to form a demonstration and driving role.

In fact, there are already some 5G connecting factories in my country to invest in operation, and JD smart warehouse is a good example. In the warehouse of Jingdong Logistics Beijing "Asia One" Intelligent Logistics Park, the transportation belt, robotic arm, shuttle and other equipment are automatically sorted and stored in the goods. "Automation upgrade.

The introduction of civilization of the product leader of Jingdong Logistics Intelligent Park, thanks to the scale deployment of the four major scenes of the four major scenes of AGV+shuttle+AI security+robotic arm. The decline in vitamin costs exceeds 50%, and the number of people can be stable and increased by more than two times. It is expected that with the further promotion of 5G scenarios and the further decrease of 5G costs, the warehousing cost can be reduced by more than 30%.

Supporting policy support is still the key

The 5G connecting factory involves many industries. While driving the digital transformation and development of related industries, the factory construction itself will also drive upstream and downstream such as the development of a series of industries such as main equipment, industrial gateway, the Internet of Things, sensors, VR/AR, and positioning. For example, the above -mentioned Jingdong Smart Warehouse, its 5G custom network deployment was designed by China Telecom Beijing Company. Specific to the industrial chain, Tianfeng Securities analysis believes that the key links of the 5G full -connected factory can be divided into 5 levels: accelerate the interactive application of 5G, VR/AR and other technologies in research, development, design, and production; Production, agile delivery; detection and monitoring of 5G+machine vision, 5G+positioning identification to achieve smart warehousing logistics; 5G+Industrial Internet identification platform operation management.

Famous economist Song Qinghui

The huge investment in multiple links means the vast market behind it. "Because the current 5G construction cost and operating cost are still high, the electricity bill of only one year of 5G base station is as high as nearly one million yuan. Reconstruction, operation and maintenance costs, etc. "Song Qinghui, a famous economist, told the Beijing Business Daily reporter," For example, the existing equipment of a factory has been transformed into a higher cost of 5G networks, and the cost of recovery may be for several years. The production scheduling efficiency will be greatly improved, saving large costs, and in the long run, the profit is greater than the disadvantages. "

Based on a rough estimate of at least tens of millions of dollars in a 5G full -connected factory, 100 benchmark factories and 1,000 classified and distinctive factories have as many as 10 billion to 100 billion yuan. According to the "2021-2022 China Industrial Internet Market Research Annual Report" issued by Cedre, the Chinese Industrial Internet Platform market size was 82.19 billion yuan in 2021. If the current 20%growth rate is predicted, the size of the industrial Internet market will be close to 100 billion yuan in 2022.

Regarding the prospects of the 5G full -connected factory, Song Qinghui believes that the current state has a strong support for the 5G full -connected factories. It is expected that the various landing policies to support construction will be introduced all over the country to increase the 5G full -connected factory construction. However, there will also be many difficulties in this process. For example, there are differences in the importance of 5G full -connected factories in various places. There may be incompetence in terms of fund support. The supporting policies need to be resolved.

On the whole, the construction of 5G full -connected factories has a network foundation. According to data from the Ministry of Industry and Information Technology, at present, my country has established a total of 1.968 million 5G base stations, and the high -quality external network of the Industrial Internet covers more than 300 cities across the country. The construction of the national industrial Internet big data center system has steadily promoted. Original title: Policy frequently helps 5G full connection factories

Beijing Commercial Daily reporter Tao Fenglu Shanshan

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