Core Viewpoint - TCL Technology announced a patent licensing agreement between its subsidiary Maxeon Solar Technologies and Shanghai Aiko Solar Energy Co., Ltd., allowing Aiko to use certain solar cell patents globally, excluding the U.S., for a total fee of 1.65 billion RMB over five years [1] Group 1 - TCL Technology's subsidiary, TCL Zhonghuan New Energy Technology Co., Ltd., is involved in the agreement with Maxeon Solar Technologies [1] - The licensing agreement grants Aiko the rights to use "back contact" solar cell and module patents [1] - The total licensing fee is set at 1.65 billion RMB, to be paid in five annual installments [1]

Core Viewpoint - TCL Technology's subsidiary, TCL Zhonghuan New Energy Technology Co., Ltd., has signed a patent licensing agreement with Shanghai Aiko Solar Energy Co., Ltd. for the global use of back-contact solar cell patents, excluding the U.S. market, for a total licensing fee of RMB 1.65 billion over five years [1] Group 1: Company Developments - The licensing agreement allows Maxeon Solar Pte. Ltd. to authorize Aiko Solar to use its back-contact solar cell and module patents [1] - The total licensing fee of RMB 1.65 billion will be paid in five annual installments [1] Group 2: Industry Implications - The demand for high-efficiency back-contact products is rapidly increasing, which is recognized as a consensus in the industry [1] - This transaction will help TCL Zhonghuan collaborate with industry partners to build a back-contact battery technology ecosystem, promoting healthy and orderly industry development [1] - The agreement supports TCL Zhonghuan's strategy for moderate integration, enhancing its market position and competitive advantage in the back-contact battery component sector [1]

TCL科技子公司专利许可协议公告要点一、交易核心内容 双方需撤回所有与许可专利相关的未决诉讼 协议期内被许可方不得挑战许可专利有效性 爱旭股份发生控制权变更时，许可权利仅限于变更时已投产的生产线 本次交易不构成关联交易，预计不会对公司财务产生重大影响风险提示及免责条款市场有风险，投资需 谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑 本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。 授权期限：5年（自2026年2月5日起） 授权范围：全球范围（美国除外），非独占、不可转让许可 专利覆盖：Maxeon已有及协议期内新增的所有BC专利（美国除外）三、其他要点 TCL科技子公司TCL中环下属公司maxeon solar Pte. Ltd.与爱旭股份签署专利许可协议，授权爱旭股份使 用"背接触"(BC)太阳能电池及组件相关专利。二、关键交易条款 许可费用：总计16.5亿元人民币（不含税），2026年支付2.5亿元，剩余14亿元于2027-2030年分期支付 ...

证券代码：600732 股票简称：爱旭股份 编号：临 2026－005 上海爱旭新能源股份有限公司 关于签订《专利许可协议》的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 上海爱旭新能源股份有限公司（以下简称"公司"）与 Maxeon Solar Pte.Ltd.（以 下简称"Maxeon"）签订《专利许可协议》，公司获得 Maxeon 过往以及未来 5 年内新增单独或共同拥有的除美国以外的所有 BC 电池及组件专利授权，且不涉 及反向授权。 双方同意各自撤回或终止所有与许可专利及许可产品相关的、双方之间正在进 行或未决的法律程序，在未来 5 年协议有效期内不会采取任何与本协议授予的 许可相抵触的行为。 本次专利许可费总计人民币 16.50 亿元，公司将于未来 5 年内分期支付，首年许 可费为人民币 2.50 亿元。 本次专利许可事项已经公司第十届董事会第二次会议审议通过，无需提交股东 会审议批准。本事项不构成关联交易，亦不构成重大资产重组。 风险提示： 1. 在《专利许可协议》实际履行完毕前，存在协议 ...

Core Viewpoint - Aishuo Co., Ltd. has signed a patent licensing agreement with Maxeon on February 5, 2026, acquiring all BC battery and component patents outside the United States for the past and the next five years, with a total licensing fee of 1.65 billion yuan [1] Group 1 - The total patent licensing fee is 1.65 billion yuan, to be paid in installments over five years, with the first year's payment set at 250 million yuan [1] - The agreement has been approved by the board of directors and does not constitute a related party transaction or a major asset restructuring [1] - The agreement does not involve reverse licensing [1] Group 2 - There are risks associated with the execution of the agreement, revenue generation, exclusivity of the license, and renewal aspects [1]

Core Viewpoint - The company has signed a patent licensing agreement with Maxeon, acquiring rights to all BC battery and component patents outside the United States for past and future innovations over the next five years [1] Group 1 - The total patent licensing fee amounts to RMB 1.65 billion, to be paid in installments over the next five years [1] - The first-year licensing fee is set at RMB 250 million [1]

Core Viewpoint - The company has signed a patent licensing agreement with Maxeon Solar Pte. Ltd., acquiring rights to all BC battery and component patents outside the United States for the next five years, which will enhance its competitive position in the BC field [1] Group 1 - The total patent licensing fee amounts to RMB 1.65 billion, to be paid in installments over the next five years, with the first-year fee set at RMB 250 million [1] - The company has established a strong patent portfolio in the BC field, and the acquisition of nearly a thousand additional patents from Maxeon will create a more robust and comprehensive patent moat for both parties [1]

Core Viewpoint - The company, Aishuo Co., Ltd. (600732.SH), has signed a patent licensing agreement with Maxeon Solar Pte. Ltd., acquiring rights to all BC battery and component patents outside the United States for the next five years, which will enhance its patent portfolio significantly [1] Group 1 - The total patent licensing fee amounts to RMB 1.65 billion, with the first-year payment set at RMB 250 million [1] - The company has established a strong patent layout in the BC field, and the acquisition of nearly a thousand additional patents from Maxeon will create a more robust and comprehensive patent moat for both parties [1]

Core Insights - Maxeon Solar Technologies and Shanghai Aiko Solar Energy have reached a licensing agreement for Maxeon's Back Contact solar cell and module patents outside the United States [1][2] - The agreement includes licensing existing patents and any new patents developed over the next five years, while both companies will withdraw any pending patent enforcement and invalidation actions against each other [2][3] Company Overview - Maxeon Solar Technologies is headquartered in Singapore and has over 2,000 granted patents, focusing on innovative solar panels and energy solutions for various customer segments [4] - Aiko is a global leader in new energy technology, specializing in high-efficiency solar cells and modules, with a cumulative shipment of over 180GW across 120 countries [5]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600732 证券简称：爱旭股份 公告编号：2026-004 上海爱旭新能源股份有限公司 关于持股5%以上非控股股东权益变动触及1%刻度 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 ■ 重要内容提示： 3. 一致行动人信息 ■ 一、信息披露义务人及其一致行动人的基本信息 1. 身份类别 ■ 2. 信息披露义务人信息 的提示性公告 义乌奇光股权投资合伙企业（有限合伙）保证向本公司提供的信息真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 2. 本次权益变动不涉及信息披露义务人披露权益变动报告书。 3. 义乌奇光本次减持股份符合《上市公司股东减持股份管理暂行办法》《上海证券交易所上市公司自律 监管指引第15号一一股东及董事、高级管理人员减持股份》《上海证券交易所股票上市规则》等法律法 规、部门规章和规范性文件的相关规定。义乌奇光大宗减持的受让方应当在受让后6个月内不得减持其 所受让的股份。 上述信息披露义务人无一致行动人，且与公司控股股东、实际控制人、董事或高级管理人员无关联关 系。 二、权益变动触及1%刻度的基本情况 上 ...