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    中国工业体系完备，拥有制造先进工业用品与生活用品的能力，制造规模排名世界前列，但仍存在“大而不强”的现象，处于全球价值链的中低端，产业基础相对薄弱，高端零件依赖进口，同时面临发达国家实行高端制造回归政策与发展中国家竞争中低端市场。因此寻找新动能，实现制造业的转型升级迫在眉睫，而新型基础设施建设(简称“新基建”)的快速发展为制造业提供了新的生产要素和创新环境，降低了各项制造成本，提高了要素流动效率，促进了我国制造业转型升级。

    首先，本文在回顾相关文献的基础上，从技术进步效应、资源配置效应、空间集聚效应等三个方面分析了“新基建”对我国制造业转型升级的影响机理，并构建数理模型进行深入分析。接着，基于机制与现状分析，采用2003-2019年我国省级样本数据深入实证研究。研究发现:（1）地区“新基建”的发展规模显著促进该地制造业转型升级，而且，制造业发展存在明显的空间溢出。新基建”不仅提高了制造业的创新能力，使制造业结构攀向新的高度，还推动了制造业资源合理化配置，有利于制造业结构更加合理。（2）根据分区域样本数据回归结果，对于东、中、西部地区而言，“新基建”同样可以促进制造业转型升级，且贡献系数由高到低依次为东部、西部和中部，再次验证前文推断；东、中部地区制造业转型升级具有显著的空间溢出效应，同时西部的空间溢出效应不明显。（3）分基建样本回归结果显示，信息基建、融合基建和创新基建对制造业转型升级均存在显著促进作用，且其影响系数由高到低依次为融合基建、创新基建和信息基建。融合基建侧重于智能化应用，可以催生新的消费模式；技术创新存在时间周期，故创新基建的促进作用不如融合基建明显；信息基建为制造业的技术进步提供新的生产要素，间接促进其技术进步，故其的影响力更弱。最后，基于前文研究结论和对文章整体研究的把握和理解，从提升企业创新能力、提高资源配置效率、加强区域经济合作等三方面提出政策启示。

         China has a complete industrial system, the ability to manufacture advanced industrial goods and daily necessities, and its manufacturing scale ranks among the top in the world. However, there is still the phenomenon of "big but not strong", which is in the middle and low end of the global value chain, the industrial base is relatively weak, and the high-end parts depend on imports. At the same time, developed countries are faced with the high-end manufacturing regression policy to compete with developing countries for the middle and low-end markets. Therefore, it is urgent to find new kinetic energy and realize the transformation and upgrading of manufacturing industry. The rapid development of new infrastructure construction (referred to as "new infrastructure") provides new production factors and innovative environment for manufacturing industry, reduces various manufacturing costs, improves the efficiency of factor flow, and promotes the transformation and upgrading of China's manufacturing industry.

        Firstly, on the basis of reviewing related literatures, this paper analyzes the mechanism of the influence of "new infrastructure" on the transformation and upgrading of China's manufacturing industry from three aspects: technological progress effect, resource allocation effect and spatial agglomeration effect, and builds a mathematical model for in-depth analysis. Then, based on the analysis of mechanism and current situation, we use the provincial sample data from 2003 to 2019 to conduct in-depth empirical research. The findings are as follows: (1) The development scale of regional "new infrastructure" significantly promotes the transformation and upgrading of local manufacturing industry, and there is obvious space overflow in the development of manufacturing industry. "New infrastructure" not only improves the innovation ability of the manufacturing industry, makes the manufacturing structure climb to a new height, but also promotes the rational allocation of manufacturing resources, which is conducive to a more reasonable manufacturing structure. (2) According to the regression results of sub-regional sample data, for the eastern, central and western regions, the "new infrastructure" can also promote the transformation and upgrading of manufacturing industry, and the contribution coefficient from high to low is the eastern, western and central regions, which verifies the above inference again; The transformation and upgrading of manufacturing industry in the eastern and central regions has significant spatial spillover effect, while the spatial spillover effect in the western region is not obvious. (3) The regression results of sub-infrastructure samples show that information infrastructure, integrated infrastructure and innovative infrastructure can significantly promote the transformation and upgrading of manufacturing industry, and their influence coefficients are integrated infrastructure, innovative infrastructure and information infrastructure from high to low. Infrastructure integration focuses on intelligent applications, which can give birth to new consumption patterns; Technology innovation has a time cycle, so the promotion effect of innovative infrastructure is not as obvious as that of integrated infrastructure. Information infrastructure provides new production factors for the technological progress of manufacturing industry and indirectly promotes its technological progress, so its influence is weaker. Finally, based on the previous research conclusion and the overall understanding of the article, this paper puts forward policy enlightenment from three aspects: improving the innovation ability of enterprises, improving the efficiency of resource allocation and strengthening regional economic cooperation.