5G speed new infrastructure, how do you participate in this wave of chance?

　　Author ：Iflowpower – Portable Power Station Supplier

In the context of prevention and control of new corona epidemic, why did the policies emphasize "new infrastructure", what is deep? What is the investment opportunity in this wave of new energy industrial chain? On March 17, the Development and Reform Commission said that accelerating the progress of new infrastructure construction such as 5G network, data centers, and attaches great importance to the enthusiasm of mobilizing private investment. What is the new infrastructure construction? New infrastructure refers to adjustment of investment categories, based on traditional infrastructure such as Railway, Road, and Rail Transit, vigorously develop 5G, special high pressure, artificial intelligence, industrial Internet, smart city, intercity high-speed railway and intercity rail transit , New intelligence infrastructure, such as big data center, new energy vehicle charging pile. In fact, at the 2018 Central Economic Work Conference, the infrastructure of 5G, artificial intelligence, industrial Internet, and Internet of Things, etc.

is "new infrastructure construction". On the fourth day of March, the Standing Committee of the Political Bureau of the CPC Central Committee held a meeting to study the current new crown pneumonia epidemic prevention and control and stabilize the key work. The meeting emphasized that it is necessary to increase public health services, emergency material protection categories, accelerate 5G network, data center and other new infrastructure construction progress.

In the context of prevention and control of new corona epidemic, why did the policies emphasize "new infrastructure", what is deep? Why is the policy pay attention to the "New Infrastructure" investment? National policy development is based on national circumstances. From now on, the global epidemic epidemic has formed a double pressure on my country's economic supply side and the demand side. In the supply side, it is caused by manufacturing and service workers to close or semi-closure, plant or service places, and decline in factory products or services.

In terms of demand side, the demand for consumer and epidemic prevention materials has increased significantly, and the CPI has risen sharply under the pressing of the supply; at the same time, the current situation caused by the epidemic will suppress the demand for industrial raw materials and finished products, leading to industrial processing. Factory price (PPI) decline. In terms of overseas markets, currently, domestic epidemic is stable, but the foreign epidemic emergence period, therefore the export is affected by a certain degree, and domestic consumption recovery has to pay for a while, so it should pay more attention to infrastructure investment, especially "new infrastructure" investment to my country's economy Tensile use.

"New Infrastructure" investment is the same as traditional infrastructure investment, and it is necessary for commercial banks to put more credit support; from the object of pulling the object and the impact on economic development, the difference is disparied. Traditional infrastructure is to refer to the road to repair the bridge repair terminal airport and port, etc. Moreover, traditional infrastructure is due to more physical primary workers, so it is tightly treated is low-end labor employment problem.

5G and artificial intelligence such as "new infrastructure" and medical and social management such as medical and social management, adapted to Internet and digital demand, which helps to cultivate economic new movements, do not worry about forming backward production in the future In terms of employment, "new infrastructure" should be more brainworm workers, which can mitigate the employment pressure of college graduate talents. In the long run, there will be a positive impact on labor quality improvement and structural optimization. "New Infrastructure" investment is a medium and long-term plan, and the current initial stage is still in the future, it will become a new economic rise in the country in the future.

Therefore, the state is highly concerned, and active fiscal policies and robust monetary policies attach importance to the enthusiasm of mobilizing private investment. Communication giants procure tendering batteries, the market gap in the communication base station is huge for why they pay attention to the new infrastructure investment, what we are more concerned about, what is the investment opportunity in this wave of new energy industrial chain? As the leading industry of "new infrastructure", 5G construction is entering the peak period, the 5G era, accelerating the replacement of lithium electricity in lead acid. Since the energy consumption of 5G base station has increased significantly, the energy density is more energy density, and the lithium is just.

The circulating life of the current lithium-ion battery is 5 times that of the lead-acid battery. The floating life is twice the lead-acid battery. The cost of life cycle is lower than the lead-acid battery.

The price of lithium ion battery will fall by 30% in the future, expected 2022 The absolute cost of the lead-acid battery is basically flat. Second, the rise in energy consumption has risen the line of electricity, and the operator will sleep. Lithium-ion battery can be fully utilized by circular characteristics, through electricity peaks, the electricity increase in electricity increase, and the total peak valley electricity price is reduced to reduce electricity bills, and will further reduce network construction and operating costs.

In 2018, my country's tower said that no longer purchasing lead-acid batteries. As the infrastructure integrated service provider of three major communication operations, my country Tower once issued "Notice on Stop Lead Acid Battery Procurement and Replacement", unified purchase of a ladder. my country's iron tower 2018 lead-acid-changing lithium electrodes total 120,000 tower, using a lithium-ion battery about 1.

5GWH, exchange 300,000 towers in 2019, using lithium ion batteries 4-5GWH. 2020 communication category. On March 4, my country Mobile announced the 2020 credit lithium iron phosphate ion battery products aggregated procurement of tender, and the procurement of no more than 250.

8 million yuan of communication with lithium iron phosphate ion batteries totaled 610.2 billion AH (specifications 3.2V), procurement needs The meeting is 1 year.

On March 11, my country Tower announced the "2020 ketchyterials] III Bikato Battery Package Product Hydrochemical Purchase Project Procurement Notice", will be bidding 2GWH phosphate ion battery pack products. The two communication giants purchased by the two communication giants were close to 4GWH, while my country Unicom, my country Telecom, Huawei and ZTE and other communications and equipment companies will also take action to keep up. According to my country Mobile, my country Unicom and my country's goal will open 600,000 5G base stations at the end of this year, the market gap is still huge.

And the large-scale use of 5G technology will be built larger the number of base stations, and then add the upgrade of the existing 3G / 4G communication base station, which will supply larger space for lithium iron phosphate demand, 5G base station market The demand for lithium iron phosphate ion batteries will have continuing. According to the brokerage research report, 2020-2023, 5G base station brought by 7.6GWh, 9.

7GWh, 10.8GWH, respectively. If the "5g + peak" can be achieved, the demand for the lithium iron battery cells will further rise, and the base station will have more than 25GWH phosphate ion battery demand.

The new energy vehicle sales is not expected that the demand of the power lithium-ion battery company into the cake and the communication base station has a sharp comparison of the magnitude of the power lithium-ion battery. In 2020, the trend of my country's auto market continued to fall, and new energy vehicles that have been rising high-speed began to rise. The battery installed capacity also encountered a blood, January-February 2020, my country's powered lithium-ion battery loading capacity is 2.

9GWH, Decreased by 59.6% year-on-year. Therefore, the demand for communication base stations naturally attracts a lot of phosphate ion battery companies concerned, in addition to communication spare power supplies, phosphate ion battery companies, some depressed phosphate powered lithium-ion batteries have also begun to join Communication Base station power supply market.

In November last year, Guoxuan's New Year's annual output 7GWH 5G new energy industry base project settled Tangshan, it is reported that the project will be tightly processed for 5G communication power supply of lithium iron phosphate. In addition, several big giants involved in the lithium iron-based ion battery in BYD, Yiqi, have also entered the market. Since this year, more than ten dynamic lithium-ion battery industry chain companies, such as Ningde Times, Guoxuan Gaoke, Ri Tianwan, Greenmei, Enji Shares, German Nano, Fengyuan Shares have carried out investment.

Among them, the battery project is over 50 million kilowatts, and lithium-electrical materials such as positive, negative electrode, diaphragm, etc. are not small. Defang nano said that it will append 1 billion investment construction "phosphate positive material processing project".

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