蔡甸融媒 发表于 前天 10:12

超10万亿大风口来临,谁是那个“不可绕开”的省份?

<section style="font-size: 17px; letter-spacing: 1px; line-height: 2; box-sizing: border-box; text-align: justify; color: rgb(62, 62, 62);"><section style="box-sizing: border-box;"><section style="margin-bottom: 0px; visibility: visible; box-sizing: border-box;"><section style="margin-bottom: 16px; padding: 16px; overflow-wrap: normal; overflow: auto; font-size: 15px; line-height: 1.45; border-radius: 3px; color: rgb(51, 51, 51); background-color: rgb(247, 247, 247); visibility: visible; box-sizing: border-box;"><p style="margin: 0px 0px 16px; line-height: 1.6em; visibility: visible; padding: 0px; box-sizing: border-box;"><span style="font-size: 16px; caret-color: red; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; visibility: visible; box-sizing: border-box;"><span leaf="" style="overflow-wrap: normal; overflow: auto; border-radius: 3px; line-height: 1.6em; caret-color: red; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; visibility: visible; box-sizing: border-box;"><span textstyle="" style="font-size: 15px; visibility: visible; box-sizing: border-box;">最近,敏锐的市场或许已经嗅到一个热词:</span><span textstyle="" style="font-size: 15px; color: rgb(0, 122, 170); font-weight: bold; visibility: visible; box-sizing: border-box;">“六张网”</span><span textstyle="" style="font-size: 15px; visibility: visible; box-sizing: border-box;">。</span></span><span style="caret-color: red; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; visibility: visible; box-sizing: border-box;"><span leaf="" style="visibility: visible; box-sizing: border-box;"><br style="visibility: visible; box-sizing: border-box;"/></span></span></span></p><p style="margin: 0px 0px 16px; line-height: 1.6em; visibility: visible; padding: 0px; box-sizing: border-box;"><span leaf="" style="overflow-wrap: normal; overflow: auto; border-radius: 3px; line-height: 1.6em; font-size: 16px; caret-color: red; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; visibility: visible; box-sizing: border-box;"><span textstyle="" style="font-size: 15px; visibility: visible; box-sizing: border-box;">4月28日,</span><span textstyle="" style="font-size: 15px; font-weight: bold; visibility: visible; box-sizing: border-box;">中共中央政治局会议首次将“六张网”</span></span><span leaf="" style="overflow-wrap: normal; overflow: auto; border-radius: 3px; line-height: 1.6em; font-size: 16px; caret-color: red; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; visibility: visible; box-sizing: border-box;"><span textstyle="" style="font-size: 15px; font-weight: bold; visibility: visible; box-sizing: border-box;">纳入国家顶层部署</span><span textstyle="" style="font-size: 15px; visibility: visible; box-sizing: border-box;">。5月9日,国务院常务会议进一步部署推进。国家发改委透露,</span><span textstyle="" style="font-size: 15px; color: rgb(0, 122, 170); font-weight: bold; visibility: visible; box-sizing: border-box;">“六张网”今年投资规模将超7万亿元。</span></span></p><p style="margin: 0px 0px 16px; line-height: 1.6em; visibility: visible; padding: 0px; box-sizing: border-box;"><span leaf="" style="visibility: visible; box-sizing: border-box;">什么是“六张网”?它</span><span leaf="" style="visibility: visible; box-sizing: border-box;">将带来哪些新的经济机会?</span></p></section></section><section style="margin-bottom: 0px; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; font-family: PingFang SC, system-ui, -apple-system, system-ui, Helvetica Neue, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; letter-spacing: 0.544px; white-space: normal; background-color: rgb(255, 255, 255); height: 0px; visibility: visible; box-sizing: border-box;"><span leaf="" style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; visibility: visible; box-sizing: border-box;"><br style="visibility: visible; box-sizing: border-box;"/></span></section><section style="margin-bottom: 0px; visibility: visible; box-sizing: border-box;"><span leaf="" style="visibility: visible; box-sizing: border-box;"><br style="visibility: visible; box-sizing: border-box;"/></span></section><section style="margin-bottom: 0px; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; font-family: PingFang SC, system-ui, -apple-system, system-ui, Helvetica Neue, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; letter-spacing: 0.544px; white-space: normal; background-color: rgb(255, 255, 255); visibility: visible; box-sizing: border-box;"><section style="margin: 10px auto; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; display: flex; justify-content: center; visibility: visible; box-sizing: border-box;"><section style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; visibility: visible; box-sizing: border-box;"><section style="margin-right: auto; margin-left: auto; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; font-size: 16px; letter-spacing: 0px; color: rgb(255, 255, 255); background-color: rgb(255, 0, 0); width: 32px; height: 32px; border-radius: 100%; display: flex; justify-content: center; align-items: center; border-width: 1px; border-style: solid; border-color: rgb(255, 255, 255); visibility: visible; box-sizing: border-box;"><strong style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; visibility: visible; box-sizing: border-box;"><span leaf="" style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; visibility: visible; box-sizing: border-box;">0</span></strong><strong style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; visibility: visible; box-sizing: border-box;"><span leaf="" style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; visibility: visible; box-sizing: border-box;">1</span></strong></section></section></section></section><section style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; font-family: PingFang SC, system-ui, -apple-system, system-ui, Helvetica Neue, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; letter-spacing: 0.544px; white-space: normal; background-color: rgb(255, 255, 255); text-align: center; margin-bottom: 0px; visibility: visible; box-sizing: border-box;"><p style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; letter-spacing: 0.544px; margin: 0px 0px 16px; visibility: visible; padding: 0px; box-sizing: border-box;"><strong style="visibility: visible; box-sizing: border-box;"><span style="visibility: visible; box-sizing: border-box;"><span style="font-family: 仿宋_GB2312; visibility: visible; box-sizing: border-box;"><span leaf="" style="font-size: 19px; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; visibility: visible; box-sizing: border-box;">扩大内需的超级基建风口</span></span></span></strong></p></section><section style="margin-bottom: 0px; visibility: visible; box-sizing: border-box;"><span leaf="" style="visibility: visible; box-sizing: border-box;"><br style="visibility: visible; box-sizing: border-box;"/></span></section><section style="margin-bottom: 16px; visibility: visible; box-sizing: border-box;"><span leaf="" style="font-size: 16px; visibility: visible; box-sizing: border-box;"><span textstyle="" style="font-weight: bold; visibility: visible; box-sizing: border-box;">“六张网”即水网、<span link-id="link-1781835115805-0.070682269650572" style="box-sizing: border-box;">新型电网</span>、算力网、新一代通信网、城市地下管网、物流网。</span><span textstyle="" style="color: rgb(0, 0, 0); font-weight: bold; visibility: visible; box-sizing: border-box;">“十五五”时期,</span><span textstyle="" style="color: rgb(0, 122, 170); font-weight: bold; visibility: visible; box-sizing: border-box;">“六张网”总投资将远超10万亿元。</span></span></section><section style="margin-bottom: 16px; visibility: visible; box-sizing: border-box;"><section style="margin-bottom: 16px; visibility: visible; box-sizing: border-box;"><span leaf="" style="font-size: 16px; visibility: visible; box-sizing: border-box;">清华大学中国发展规划研究院常务副院长董煜认为,当前中国正处于“十五五”重大投资的启动阶段,“六张网”可以充分带动有效投资,发挥其对内需的拉动作用。</span></section><section style="margin-bottom: 8px; visibility: visible; box-sizing: border-box;"></section><p style="line-height: normal; margin: 0px 0px 16px; visibility: visible; padding: 0px; box-sizing: border-box;"><span leaf="" style="color: rgb(136, 136, 136); visibility: visible; box-sizing: border-box;">长江武汉段,货船有序穿</span><span leaf="" style="line-height: normal; color: rgb(136, 136, 136); visibility: visible; box-sizing: border-box;">梭(任勇 | 摄)</span></p></section><section style="margin-bottom: 16px; visibility: visible; box-sizing: border-box;"><span leaf="" style="font-size: 16px; visibility: visible; box-sizing: border-box;">有关机构测算,<span textstyle="" style="font-weight: bold; visibility: visible; box-sizing: border-box;">1万亿元传统基础设施投资,可直接带动GDP增长0.7万亿元至0.9万亿元,间接带动GDP增长2万亿元至2.6万亿元。</span>而相较于传统基础设施,5G、算力等新型基础设施建设对经济增长的“乘数效应”更为显著。</span></section><section style="visibility: visible; box-sizing: border-box;"><section style="margin-bottom: 16px; visibility: visible; box-sizing: border-box;"><span leaf="" style="font-size: 16px; visibility: visible; box-sizing: border-box;">因此,从稳定经济增长看,“六张网”大规模投资建设,将对经济增长具有显著的拉动作用。而从社会效益看,对税收、就业也是重大利好。</span></section></section><section style="margin-bottom: 16px; visibility: visible; box-sizing: border-box;"><span leaf="" style="font-size: 16px; visibility: visible; box-sizing: border-box;">研究表明,<span textstyle="" style="font-weight: bold; visibility: visible; box-sizing: border-box;">每1亿元交通物流投资可带动生产税0.133亿元,拉动或保留就业431人。</span>新型电网、新一代通信网、物流网等产业基础设施投资建设、运营管理和产业链延伸,都将带来税收增加,并创造出大量的就业岗位。</span></section><section style="margin-bottom: 16px; visibility: visible; box-sizing: border-box;"><span leaf="" style="font-size: 16px; visibility: visible; box-sizing: border-box;">水网、城市地下管网等更是直接服务民生,有助于提升城乡居民的获得感、幸福感,维护社会和谐稳定。</span></section><p style="margin: 0px 0px 16px; visibility: visible; white-space: normal; padding: 0px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; visibility: visible; box-sizing: border-box;">中国宏观经济研究院研究员向爱兵认为,交通、能源、水利、信息、算力等基础设施都是国家重大生产力布局的重要内容。<span textstyle="" style="font-weight: bold; visibility: visible; box-sizing: border-box;">“六张网”的规划建设将有助于推动区域协调发展和区域重大战略实施。</span></span></p><p style="margin: 0px 0px 16px; visibility: visible; white-space: normal; padding: 0px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; visibility: visible; box-sizing: border-box;">传统“铁公基”的逻辑是线性的:修一条路、建一座桥,投资落地,任务完成。但算力网、新一代通信网、新型电网的运行逻辑是网状的——它们不靠“单体规模”产生价值,而靠“连通效率”创造财富。</span></p><section style="text-align: center; margin-bottom: 8px; visibility: visible; box-sizing: border-box;"></section><section style="margin-bottom: 16px; box-sizing: border-box;"><p style="line-height: normal; margin: 0px 0px 16px; padding: 0px; box-sizing: border-box;"><span leaf="" style="line-height: normal; color: rgb(136, 136, 136); box-sizing: border-box;">风能和太阳能奠定了新疆的电力和算力优势(资料图片)</span></p></section><p style="margin: 0px 0px 16px; white-space: normal; padding: 0px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;">东部有庞大的算力需求,但缺乏廉价的绿电和充足的土地;西部有丰富的绿电和算力供给,却远离实时响应的应用场景。数据流、能源流、货物流如果东西不畅、南北不通,将是极大的资源浪费,</span><span leaf="" style="font-size: 16px; box-sizing: border-box;">“六张网”的顶层设计,将把这些资源配置问题“一网打尽”。</span></p><p style="margin: 0px 0px 16px; white-space: normal; padding: 0px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;">当然,国家在此时布局“六张网”,也是根据经济发展方式的演进决定的。随着中国经济全面进入创新驱动,新型电网、算力网、新一代通信网等基础设施,将为新质生产力和前沿领域的发展提供有力支撑,并极大带动能源转型、数字经济、人工智能等领域发展。</span></p><p style="margin: 0px 0px 16px; white-space: normal; padding: 0px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;"><br style="box-sizing: border-box;"/></span></p><section style="margin-bottom: 0px; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; font-family: PingFang SC, system-ui, -apple-system, system-ui, Helvetica Neue, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; letter-spacing: 0.544px; white-space: normal; background-color: rgb(255, 255, 255); box-sizing: border-box;"><section style="margin: 10px auto; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; display: flex; justify-content: center; box-sizing: border-box;"><section style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; box-sizing: border-box;"><section style="margin-right: auto; margin-left: auto; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; font-size: 16px; letter-spacing: 0px; color: rgb(255, 255, 255); background-color: rgb(255, 0, 0); width: 32px; height: 32px; border-radius: 100%; display: flex; justify-content: center; align-items: center; border-width: 1px; border-style: solid; border-color: rgb(255, 255, 255); box-sizing: border-box;"><strong style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; box-sizing: border-box;"><span leaf="" style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; box-sizing: border-box;">02</span></strong></section></section></section></section><section style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; font-family: PingFang SC, system-ui, -apple-system, system-ui, Helvetica Neue, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; letter-spacing: 0.544px; white-space: normal; background-color: rgb(255, 255, 255); text-align: center; margin-bottom: 0px; box-sizing: border-box;"><p style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; letter-spacing: 0.544px; margin: 0px 0px 16px; padding: 0px; box-sizing: border-box;"><strong style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="font-family: 仿宋_GB2312; box-sizing: border-box;"><span leaf="" style="font-size: 19px; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; box-sizing: border-box;">怎么抓住万亿级机会</span></span></span></strong></p></section><section style="margin-bottom: 0px; box-sizing: border-box;"><span leaf="" style="box-sizing: border-box;"><br style="box-sizing: border-box;"/></span></section><section style="margin-bottom: 16px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;">我们来捋一下“六张网”的投资建设机会在哪里。</span></section><p style="margin: 0px 0px 16px; white-space: normal; padding: 0px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;"><span textstyle="" style="color: rgb(214, 168, 65); font-weight: bold; box-sizing: border-box;">先说水网。</span>我国拥有全球规模最大,功能最全的水网,覆盖了80.3%的国土面积。截至2026年5月14日<span textstyle="" style="box-sizing: border-box;">,南水北调东中线一期工程已累计调水超880亿立方米,惠及1.95亿人。</span></span></p><section style="margin-bottom: 16px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;">“十五五”时期,<span textstyle="" style="color: rgb(0, 122, 170); font-weight: bold; box-sizing: border-box;">围绕水网的投资将突破6万亿元</span>,包括</span><span leaf="" style="font-size: 16px; box-sizing: border-box;"><span textstyle="" style="box-sizing: border-box;">继续实现</span><span textstyle="" style="font-weight: bold; box-sizing: border-box;">京杭大运河、永定河、西辽河全线水流贯通,</span></span><span leaf="" style="font-size: 16px; box-sizing: border-box;"><span textstyle="" style="font-weight: bold; box-sizing: border-box;">基本建成南水北调中线引江补汉工程,</span></span><span leaf="" style="font-size: 16px; box-sizing: border-box;"><span textstyle="" style="font-weight: bold; box-sizing: border-box;">建设南水北调东线二期工程</span>等,</span><span leaf="" style="font-size: 16px; box-sizing: border-box;">加快形成“南北调配、东西互济”的水资源配置格局。</span></section><section style="margin-bottom: 16px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;">今年以来,灌区现代化改造、引水骨干项目等多个国家水网重大工程相继开工。</span></section><section style="margin-bottom: 16px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;"><span textstyle="" style="color: rgb(214, 168, 65); font-weight: bold; box-sizing: border-box;">再说电网。</span></span><span leaf="" style="font-size: 16px; box-sizing: border-box;">新型电网</span><span leaf="" style="font-size: 16px; box-sizing: border-box;">将大量应用数字化、智能化技术增强电网稳定性,破解新能源消纳难题。</span></section><section style="text-align: center; margin-bottom: 8px; box-sizing: border-box;"></section><section style="line-height: normal; margin-bottom: 24px; box-sizing: border-box;"><span style="box-sizing: border-box;"><span leaf="" style="color: rgb(136, 136, 136); box-sizing: border-box;">荆门东至长林220千伏线路,新能源电网建设忙</span><span leaf="" style="line-height: normal; color: rgb(136, 136, 136); box-sizing: border-box;">(徐</span><span leaf="" style="color: rgb(136, 136, 136); box-sizing: border-box;">敏</span><span leaf="" style="color: rgb(136, 136, 136); box-sizing: border-box;"> | 摄)</span></span></section><section style="margin-bottom: 16px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;"><span textstyle="" style="font-weight: bold; box-sizing: border-box;">2025年,我国全社会用电量首次突破10万亿千瓦时,为全球之首。</span></span><span leaf="" style="font-size: 16px; box-sizing: border-box;"><span link-id="link-1781835115805-0.942903935128949" style="box-sizing: border-box;">特高压</span>工程总里程已突破5万公里,</span><span leaf="" style="font-size: 16px; box-sizing: border-box;">新能源累计装机突破18亿干瓦。</span></section><section style="margin-bottom: 16px; box-sizing: border-box;"><section style="margin-bottom: 16px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;">“十五五”时期,</span><span leaf="" style="font-size: 16px; box-sizing: border-box;"><span textstyle="" style="color: rgb(0, 122, 170); font-weight: bold; box-sizing: border-box;">新型电网投资将超过5万亿元。</span></span><span leaf="" style="font-size: 16px; box-sizing: border-box;">特高压直流通道投产15条,“西电东送”能力将达到4.2亿干瓦以上,接纳分布式新能源能力达到9亿千瓦,支撑充电基础设施超过4000万台。主打一个“接得住、送得出、用得好”的绿色电力。</span></section></section><p style="margin: 0px 0px 16px; white-space: normal; padding: 0px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;"><span textstyle="" style="color: rgb(214, 168, 65); font-weight: bold; box-sizing: border-box;">三是算力网。</span></span><span leaf="" style="font-size: 16px; box-sizing: border-box;">算力网是人工智能时代的水电煤,这张网的核心是把散落在全国各地的算力设施连成一张网。</span></p><section style="margin-bottom: 16px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;">截至2026年3月底,<span textstyle="" style="font-weight: bold; box-sizing: border-box;">我国<span link-id="link-1781835115806-0.05320552600241979" style="box-sizing: border-box;">智算</span>总规模达188万P,也就是每秒运算18.8万亿亿次</span>。建成了超70条算力大通道,初步实现了八大<span link-id="link-1781835115806-0.6950403836458918" style="box-sizing: border-box;">国家算力枢纽</span>节点20毫秒时延圈。今年,我国<span textstyle="" style="font-weight: bold; box-sizing: border-box;">日均词元(Token)调用量超140万亿,是两年前的1000多倍。</span></span></section><section style="text-align: center; margin-bottom: 8px; box-sizing: border-box;"></section><p style="line-height: normal; margin: 0px 0px 16px; white-space: normal; padding: 0px; box-sizing: border-box;"><span leaf="" style="color: rgb(136, 136, 136); box-sizing: border-box;">武汉人工智能计算中心(魏铼 | 摄)</span></p><section style="margin-bottom: 16px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;">随着全社会算力需求大幅上升,</span><span leaf="" style="font-size: 16px; box-sizing: border-box;">“十五五”时期,我国将深入推进<span link-id="link-1781835115806-0.31645225614846484" style="box-sizing: border-box;">东数西算工程</span>,构建多层次算力设施体系,以通信网、电力网两张网络为运行保障,统一算力监测调度平台为智能中枢,打通跨区域、跨行业的算力壁垒,</span><span leaf="" style="font-size: 16px; box-sizing: border-box;">提升算力资源利用效率。</span></section><section style="margin-bottom: 16px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;"><span textstyle="" style="color: rgb(214, 168, 65); font-weight: bold; box-sizing: border-box;">四是新一代通信网。</span></span><span leaf="" style="font-size: 16px; box-sizing: border-box;">这个</span><span leaf="" style="font-size: 16px; box-sizing: border-box;">网络设施体系,不是天地一体,而是<span textstyle="" style="font-weight: bold; box-sizing: border-box;">“</span></span><span leaf="" style="font-size: 16px; box-sizing: border-box;"><span textstyle="" style="font-weight: bold; box-sizing: border-box;">空天地海一体化”。</span><span textstyle="" style="box-sizing: border-box;">这信号,可</span>“上九天揽月”,可“下五洋捉鳖”。</span></section><section style="margin-bottom: 16px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;">说到通信实力,我国在</span><span leaf="" style="font-size: 16px; box-sizing: border-box;">全球不光技术领先、也是规模最大。5G基站总数超500万个,5G-A网络已覆盖330个城市,光缆线路总长超7499万公里,可以从地球往返月球近百次。</span></section><section style="margin-bottom: 16px; box-sizing: border-box;"><section style="margin-bottom: 16px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;">“十五五”时期,中国还要</span><span leaf="" style="font-size: 16px; box-sizing: border-box;">建设50万个5G-A基站,</span><span leaf="" style="font-size: 16px; box-sizing: border-box;">“双千兆”网络向“双万兆”演进,并将</span><span leaf="" style="font-size: 16px; box-sizing: border-box;">发射数千颗低轨卫星,</span><span leaf="" style="font-size: 16px; box-sizing: border-box;">有效实现空天地海一体化全域覆盖。</span><span leaf="" style="font-size: 16px; box-sizing: border-box;"><span textstyle="" style="font-weight: bold; box-sizing: border-box;">2030年前后,</span></span><span leaf="" style="font-size: 16px; box-sizing: border-box;"><span textstyle="" style="font-weight: bold; box-sizing: border-box;">6G有望</span></span><span leaf="" style="font-size: 16px; box-sizing: border-box;"><span textstyle="" style="font-weight: bold; box-sizing: border-box;">迎来商用。</span></span></section></section><section style="margin-bottom: 16px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;">通过新一代通信网</span><span leaf="" style="font-size: 16px; box-sizing: border-box;">赋能数字经济、低空经济、具身智能等高质量发展</span><span leaf="" style="font-size: 16px; box-sizing: border-box;">,<span textstyle="" style="color: rgb(0, 122, 170); font-weight: bold; box-sizing: border-box;">预计将带动上下游总计7万亿经济产出。</span></span></section><section style="text-align: center; margin-bottom: 8px; box-sizing: border-box;"></section><p style="line-height: normal; margin: 0px 0px 16px; white-space: normal; padding: 0px; box-sizing: border-box;"><span leaf="" src align="" alt="" border="" class="rich_pages wxw-img" aria-label="" aria-braillelabel="" aria-description="" height="" hspace="" ismap="" opacity="" sizes="" style="color: rgb(136, 136, 136); box-sizing: border-box;" title="" type="block" usemap="" vspace="" width="">5G+工业互联网大会,中国移动展台的AI+制造机器人(魏铼 | 摄</span><span leaf="" style="color: rgb(136, 136, 136); box-sizing: border-box;">)</span></p><section style="margin-bottom: 16px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;"><span textstyle="" style="color: rgb(214, 168, 65); font-weight: bold; box-sizing: border-box;">五是城市地下管网。</span>我国城市地下管网近390万公里,居世界第一。但部分管网面临底数不清、设施老化、条块分割等问题,难以适应现代化城市治理需要。</span></section><section style="margin-bottom: 16px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;">所以</span><span leaf="" style="font-size: 16px; box-sizing: border-box;">“十五五”期间,<span textstyle="" style="color: rgb(0, 122, 170); font-weight: bold; box-sizing: border-box;">国家将新增投资约5万亿元</span>,建设改造地下管网77万公里,让“看不见的城市神经”更智能、更安全、更有韧性。</span></section><p style="margin: 0px 0px 16px; white-space: normal; padding: 0px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;"><span textstyle="" style="color: rgb(214, 168, 65); font-weight: bold; box-sizing: border-box;">最后说说物流网。</span></span><span leaf="" style="font-size: 16px; box-sizing: border-box;">在我国,<span textstyle="" style="font-weight: bold; box-sizing: border-box;">每秒钟有8437个快递包裹被揽收</span>,日均1.6亿吨货物在交通线上奔流。</span></p><p style="margin: 0px 0px 16px; white-space: normal; padding: 0px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;">无论综合货运量、港口业务吞吐量,还是快递业务指标,均稳居世界首位,物流市场规模持续领跑全球。</span></p><p style="margin: 0px 0px 16px; white-space: normal; padding: 0px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;">而2025年,我国社会物流总费用与GDP的比率,已从十年前的14.9%降至13.9%,物流效率持续提升。</span></p><section style="margin-bottom: 16px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;">“十五五”期间,</span><span leaf="" style="font-size: 16px; box-sizing: border-box;"><span textstyle="" style="font-weight: bold; box-sizing: border-box;">我国综合立体交通网主骨架建成率将达95%</span>,在多式联运、冷链物流、快运物流以及大宗物流等方面不断补短板,推动社会物流总费用与国内生产总值比率继续降低。</span></section><p style="margin: 0px 0px 16px; white-space: normal; padding: 0px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;"><br style="box-sizing: border-box;"/></span></p><section style="margin-bottom: 0px; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; font-family: PingFang SC, system-ui, -apple-system, system-ui, Helvetica Neue, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; letter-spacing: 0.544px; white-space: normal; background-color: rgb(255, 255, 255); box-sizing: border-box;"><section style="margin: 10px auto; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; display: flex; justify-content: center; box-sizing: border-box;"><section style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; box-sizing: border-box;"><section style="margin-right: auto; margin-left: auto; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; font-size: 16px; letter-spacing: 0px; color: rgb(255, 255, 255); background-color: rgb(255, 0, 0); width: 32px; height: 32px; border-radius: 100%; display: flex; justify-content: center; align-items: center; border-width: 1px; border-style: solid; border-color: rgb(255, 255, 255); box-sizing: border-box;"><strong style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; box-sizing: border-box;"><span leaf="" style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; box-sizing: border-box;">0</span></strong><strong style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; box-sizing: border-box;"><span leaf="" style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; box-sizing: border-box;">3</span></strong></section></section></section></section><section style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; font-family: PingFang SC, system-ui, -apple-system, system-ui, Helvetica Neue, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; letter-spacing: 0.544px; white-space: normal; background-color: rgb(255, 255, 255); text-align: center; margin-bottom: 0px; box-sizing: border-box;"><p style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; letter-spacing: 0.544px; margin: 0px 0px 16px; padding: 0px; box-sizing: border-box;"><strong style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="font-family: 仿宋_GB2312; box-sizing: border-box;"><span leaf="" style="font-size: 19px; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); outline: 0px; box-sizing: border-box;">多省项目已兵马先行</span></span></span></strong></p></section><p style="margin: 0px 0px 16px; white-space: normal; padding: 0px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;">今年以来,一批水网、新型电网、算力网等相关工程项目密集开工。</span><span leaf="" style="font-size: 16px; letter-spacing: 0.578px; box-sizing: border-box;">“六张网”建设不是单兵作战,而是全国一盘棋的系统工程。</span></p><p style="margin: 0px 0px 16px; white-space: normal; padding: 0px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;">6月8日,三峡水运新通道在湖北宜昌正式开工。这是继三峡工程后长江干线上最大的综合性工程,总投资约772亿元,包含三峡枢纽新通道和葛洲坝航运扩能两部分</span><span leaf="" style="box-sizing: border-box;">。</span></p><section style="margin-bottom: 8px; box-sizing: border-box;"></section><p style="line-height: normal; margin: 0px 0px 16px; white-space: normal; padding: 0px; box-sizing: border-box;"><span leaf="" style="color: rgb(136, 136, 136); box-sizing: border-box;">三峡五级船闸北侧,三峡枢纽新通道已开工建设(薛婷 | &nbsp;摄)</span></p><p style="margin: 0px 0px 16px; white-space: normal; padding: 0px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;">中国工程院院士、长江设计集团首席科学家钮新强表示,新通道相当于将长江上游航运“双车道”升级为高标准多车道。工程建成后,万吨级船舶可常态化通航三峡枢纽,年双向总通过能力将跃升至3.36亿吨;葛洲坝枢纽形成四线船闸格局,年通过能力达到3.6亿吨,较当前大幅增长。</span></p><p style="margin: 0px 0px 16px; white-space: normal; padding: 0px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;">三峡水运新通道的意义,远不止“运更多货”。它建成后将推动上游生产要素加速自由流动,带动长江经济带沿线产业协同发展,让“黄金水道”真正进化为国内大循环的“要素高速通道”。</span></p><p style="margin: 0px 0px 16px; white-space: normal; padding: 0px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; letter-spacing: 0.578px; box-sizing: border-box;"><span textstyle="" style="font-weight: bold; box-sizing: border-box;">今年一季度,全国新开工重大水利工程15项,比去年同期多7项,总投资规模达1475亿元。</span>太浦河后续一期、云南滇中引水二期骨干、辽宁辽东半岛水资源配置等项目全面提速。</span></p><section style="text-align: center; margin-bottom: 8px; box-sizing: border-box;"></section><p style="line-height: normal; margin: 0px 0px 16px; white-space: normal; padding: 0px; box-sizing: border-box;"><span leaf="" style="color: rgb(136, 136, 136); box-sizing: border-box;">开港运行的平顶山港(资料图片)</span></p><p style="margin: 0px 0px 16px; white-space: normal; padding: 0px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; letter-spacing: 0.578px; box-sizing: border-box;">2025年底,</span><span leaf="" style="font-size: 16px; letter-spacing: 0.578px; box-sizing: border-box;">河南</span><span leaf="" style="font-size: 16px; letter-spacing: 0.578px; box-sizing: border-box;">平顶山港正式开港运营,标志着沙河、沙颍河河南境内长达261公里的主干航道实现全线贯通。该市一企业家算了一笔账:改用水运后,公司每年10万吨货物的物流成本预计可降低1000多万元。</span></p><p style="margin: 0px 0px 16px; white-space: normal; padding: 0px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; letter-spacing: 0.578px; box-sizing: border-box;">新型电网建设同样在提速。<span textstyle="" style="font-weight: bold; box-sizing: border-box;">一季度,我国电网工程建设投资总规模达到1674.5亿元,其中国家电网完成固定资产投资1290亿元,同比增长37%。</span></span></p><p style="margin: 0px 0px 16px; white-space: normal; padding: 0px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; letter-spacing: 0.578px; box-sizing: border-box;">甘肃—浙江±800千伏特高压直流输电工程是新型电网建设的标志性项目。该工程起于甘肃武威,止于浙江绍兴,全长2370公里,总投资约353亿元,预计2027年建成投运。届时,每年可向浙江输送电量超360亿千瓦时,其中新能源电量超212亿千瓦时。</span></p><p style="margin: 0px 0px 16px; white-space: normal; padding: 0px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; letter-spacing: 0.578px; box-sizing: border-box;">宁夏中卫的探索则为算力网的建设提供了样本。5月2日,我国首个大规模算电协同绿电直供项目——中国大唐中卫云基地5</span><span leaf="" style="font-size: 16px; letter-spacing: 0.578px; box-sizing: border-box;">0万千瓦光伏电站投运,光伏电力专线直送数据中心,算力成本可降低超30%。</span><span style="font-size: 16px; letter-spacing: 0.578px; box-sizing: border-box;">目前,我国互联网数据中心十大运营商已有6家在中卫落户。</span></p><p style="margin: 0px 0px 16px; white-space: normal; padding: 0px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;">而除了三峡水运新通道,湖北还是</span><span leaf="" style="font-size: 16px; box-sizing: border-box;"><span textstyle="" style="font-weight: bold; box-sizing: border-box;">“纵向长江经济带”</span></span><span leaf="" style="font-size: 16px; box-sizing: border-box;"><span textstyle="" style="font-weight: bold; box-sizing: border-box;">汉湘桂内河航运大通道</span>的重要一环。</span></p><p style="margin: 0px 0px 16px; white-space: normal; padding: 0px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;">6月6日,汉江兴隆至蔡甸段2000吨级航道整治工程在汉川段湾潭乡水域紧张施工。竣工后,该段通航能力将从1000吨级提升至2000吨级。</span></p><section style="text-align: center; margin-bottom: 8px; box-sizing: border-box;"></section><section style="line-height: normal; margin-bottom: 24px; box-sizing: border-box;"><span style="box-sizing: border-box;"><span leaf="" style="color: rgb(136, 136, 136); box-sizing: border-box;">汉湘桂湖北段水运通道(图|中国水运报)</span></span></section><p style="margin: 0px 0px 16px; white-space: normal; padding: 0px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;">未来几年,湖北将有52个航运重点项目在汉江汇聚,累计投资超2000亿元,系统推进航道整治、船闸扩容、港口智能化等工程,并与湘江、西江高效衔接。</span></p><p style="margin: 0px 0px 16px; white-space: normal; padding: 0px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;">该工程完工后,湖北将历史性地同时拥有两条出海通道:东出长江口对接全球,南下北部湾融入RCEP和东盟。武汉这座“九省通衢”的城市,将成为长江经济带和“纵向长江经济带”的战略交汇点。</span></p><p style="margin: 0px 0px 16px; white-space: normal; padding: 0px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;">交通运输部统计数据显示:2024年,运送1吨铁矿石,公路每公里平均要0.6元,铁路要0.12元,而水路只要0.01元。对于煤炭、矿石、建材、粮食这些大宗商品,每吨公里几分钱的差价,就能决定一个产业的竞争力。</span></p><p style="margin: 0px 0px 16px; white-space: normal; padding: 0px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;">此外,湖北还</span><span leaf="" style="font-size: 16px; box-sizing: border-box;">是全国唯一可实现一跳直达八大国家算力枢纽的省份,也</span><span leaf="" style="font-size: 16px; box-sizing: border-box;">人流、物流、信息流汇聚的</span><span leaf="" style="font-size: 16px; box-sizing: border-box;">内陆几何中心。</span></p><p style="margin: 0px 0px 16px; white-space: normal; padding: 0px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;">在算力网的建设上,<span textstyle="" style="font-weight: bold; box-sizing: border-box;">算力的尽头是电力,谁掌握低成本绿电,谁就掌握了算力成本竞争的主动权。</span></span></p><section style="text-align: center; margin-bottom: 8px; box-sizing: border-box;"></section><p style="line-height: normal; margin: 0px 0px 16px; white-space: normal; padding: 0px; box-sizing: border-box;"><span style="box-sizing: border-box;"><span leaf="" style="color: rgb(136, 136, 136); box-sizing: border-box;">三峡东岳庙大数据中心(资料图片)</span></span></p><p style="margin: 0px 0px 16px; white-space: normal; padding: 0px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;">4月初,湖北大数据集团与宜昌大数据集团签下全省首单“汉数宜算”合作协议。通过“宜昌—武汉”专属通信通道,武汉的算力需求被送到宜昌,利用三峡绿电完成计算后,仅需2.7毫秒即可传回,这个速度比人眨一次眼还要快30多倍。</span></p><p style="margin: 0px 0px 16px; white-space: normal; padding: 0px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;"><span textstyle="" style="font-weight: bold; box-sizing: border-box;">依托三峡绿电,宜昌算力成本比东部低30%</span>。十堰武当云谷智算中心则利用丹江口冷水资源,大幅降低用算能耗。</span></p><p style="margin: 0px 0px 16px; white-space: normal; padding: 0px; box-sizing: border-box;"><span leaf="" style="font-size: 16px; box-sizing: border-box;">截至目前,湖北已形成以武汉为中心的“1-5-7-10毫秒”超低时延圈,是全国唯一可实现一跳直达所有八大国家算力枢纽的省份。截至2025年底,湖北总算力规模达1.86万P,位居全国第六、中部第一,其中智能算力占比约70%。</span></p></section></section><section style="font-size: 17px; letter-spacing: 1px; line-height: 2; box-sizing: border-box; text-align: justify; color: rgb(62, 62, 62);"><section style="box-sizing: border-box;"><p style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0cm 0px 0px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; color: rgba(0, 0, 0, 0.9); letter-spacing: 0.544px; white-space: normal; background-color: rgb(255, 255, 255); font-family: -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: normal; overflow-wrap: break-word !important; box-sizing: border-box;"><span style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgb(136, 136, 136); letter-spacing: 0.544px; font-size: 14px; overflow-wrap: break-word !important; box-sizing: border-box;"><span style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px; padding: 0px; outline: 0px; max-width: 100%; line-height: 0px; overflow-wrap: break-word !important; box-sizing: border-box;">‍</span></span></p><section style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin-top: 0px; margin-bottom: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgba(0, 0, 0, 0.9); font-family: PingFang SC NEW, system-ui, -apple-system, BlinkMacSystemFont, Helvetica Neue, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; letter-spacing: 0.544px; white-space: normal; background-color: rgb(255, 255, 255); font-size: 16px; overflow-wrap: break-word !important; box-sizing: border-box;"><section style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0.5em 0px; padding: 0px; outline: 0px; max-width: 100%; overflow-wrap: break-word !important; box-sizing: border-box;"><section style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px; padding: 0px; outline: 0px; max-width: 100%; height: 1px; background-color: rgb(160, 160, 160); line-height: 2em; overflow-wrap: break-word !important; box-sizing: border-box;"><span leaf="" style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px; padding: 0px; outline: 0px; max-width: 100%; overflow-wrap: break-word !important; box-sizing: border-box;"><br style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px; padding: 0px; outline: 0px; max-width: 100%; overflow-wrap: break-word !important; box-sizing: border-box;"/></span></section></section></section><p style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0cm 0px 0px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; color: rgba(0, 0, 0, 0.9); letter-spacing: 0.544px; white-space: normal; background-color: rgb(255, 255, 255); font-family: -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: normal; overflow-wrap: break-word !important; box-sizing: border-box;"><span style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px; padding: 0px; outline: 0px; max-width: 100%; letter-spacing: 0.544px; color: rgb(136, 136, 136); font-size: 14px; overflow-wrap: break-word !important; box-sizing: border-box;"><span style="letter-spacing: 0.544px; background-color: rgb(254, 255, 255); box-sizing: border-box;">来源:观一线</span></span></p><p style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0cm 0px 0px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; color: rgba(0, 0, 0, 0.9); letter-spacing: 0.544px; white-space: normal; background-color: rgb(255, 255, 255); font-family: -apple-system-font, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif; line-height: normal; overflow-wrap: break-word !important; box-sizing: border-box;"><span style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px; padding: 0px; outline: 0px; max-width: 100%; letter-spacing: 0.544px; color: rgb(136, 136, 136); font-size: 14px; overflow-wrap: break-word !important; box-sizing: border-box;">制作:万轶 | </span><span style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgb(136, 136, 136); letter-spacing: 0.544px; font-size: 14px; overflow-wrap: break-word !important; box-sizing: border-box;">编辑:熊霞 | </span><span style="-webkit-tap-highlight-color: rgba(0, 0, 0, 0); margin: 0px; padding: 0px; outline: 0px; max-width: 100%; letter-spacing: 0.544px; color: rgb(136, 136, 136); 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