The 12th Five-Year Plan for the Communications Industry to Be Released
"Broadband China" Strategy Solidifies Its Connotation
According to the authoritative source, a highlight of the final draft of the Plan is that it provides, for the first time, an interpretation of the connotation of the "Broadband China" strategy. Previously, the "Broadband China" strategy was largely understood as infrastructure; this time, the Plan also incorporates "applications" into its scope.
Ma Jun, chief analyst of TMT at Huachuang Securities, who previously worked at the China Academy of Information and Communications Technology under the Ministry of Industry and Information Technology, has a deep understanding of the communications industry. He told reporters that the Plan should still mainly emphasize the construction of information infrastructure and the development of the information service industry. Ma Jun pointed out that the construction of information infrastructure includes four aspects. First, accelerating the process of network broadbandization and enhancing the industrialization capability of optical communication equipment; second, promoting the development of new-generation communication services; third, advancing the evolution and deployment of the Internet; and fourth, considering the comprehensive promotion of "Triple Play." The main content of the information service industry is the development of cloud computing and the Internet of Things.
Ma Jun believes that optical communication equipment, communication equipment, optical fiber, and optical cable enterprises based on information infrastructure construction will benefit from the Plan. In addition, to smoothly achieve the structural adjustment of the communications industry during the 12th Five-Year Plan period, it is necessary to comprehensively deepen the application of information services, cultivate and strengthen emerging service formats including cloud computing, and gradually drive and develop the information service industry through three major means: promoting the upgrading of traditional industries, developing information services for people's livelihoods, and promoting the intelligentization of public management. Cloud computing and Internet of Things enterprises based on applications will also benefit.
The Plan Guides the Terminal Manufacturing Industry
According to previous media reports, the final draft of the Plan revises the development targets for the communications industry during the 12th Five-Year Plan period: by 2015, revenue from various services will exceed 1.5 trillion yuan; the cumulative investment scale will exceed 2 trillion yuan, which will drive the growth and expansion of the information service industry and the communication equipment manufacturing industry, and achieve a comprehensive upgrade of the smart terminal industry.
The above-mentioned authoritative source explained to reporters that the planning for the communications industry is different from that of the National Development and Reform Commission; the communications industry plan is more of a guide for the industry. The indicators involved in the Plan are all forecast-type indicators. He told reporters that investment in the communications industry mainly refers to investment in the operations sector and definitely does not include the communication equipment manufacturing industry. However, the Plan can guide investment through changes in industry business.
According to previous media reports, the Plan proposes that during the 12th Five-Year Plan period, China's communications industry will undergo structural adjustment, shifting from relying on the growth of basic telecommunications services to vigorously developing the upstream and downstream industrial chain, including the information service industry and the terminal manufacturing industry.
In this regard, the authoritative source stated that the terminal manufacturing industry itself is not included in the Plan, but the Plan will play a guiding role for it.