AHB(SH:688639) Zhong Guo Shi Pin Wang·2025-05-20 10:00Core Viewpoint - Chinese enterprises are undergoing a critical transformation from a "manufacturing power" to an "innovation powerhouse" amid global supply chain restructuring and intensified technological competition [1] Group 1: Patent as a Strategic Armor - Chinese companies face dual pressures: the trend of "decentralization" in global supply chains and the shift from cost competition to value competition in the domestic market [2] - The "14th Five-Year Plan" emphasizes the need to build a strong intellectual property (IP) nation, highlighting the importance of IP protection for innovation-driven development [2] - According to the World Intellectual Property Organization (WIPO), China has maintained the highest number of invention patent applications globally for 12 consecutive years, but the number of patent infringement cases is also increasing [2] Group 2: Systemic Harm from Weak Patent Protection - Weak patent protection leads to systemic harm for enterprises and industries, resulting in market imitation that can significantly reduce sales and dampen R&D enthusiasm [3] - The phenomenon of "bad money driving out good" has previously caused several domestic sectors, such as solar energy and lithium batteries, to fall into "low-end involution" due to price wars stemming from inadequate patent protection [3] Group 3: The Case of Huaheng Biological - The ongoing patent infringement case involving Huaheng Biological and Huairui Biological is a significant example of IP protection in the biomanufacturing industry [4] - Huaheng Biological is the first global company to produce β-alanine using fermentation and enzyme engineering technology, with a core patent that enhances production efficiency and product competitiveness [4] - The patent in question is valid until 2037 and is crucial for the industry's innovation ecosystem; if infringement continues, it may lead to widespread imitation and damage the sector [5] Group 4: Strategic Upgrades in IP Protection - Huaheng Biological's proactive approach to IP protection includes independent R&D, patent portfolio development, and regular IP audits to identify infringement [6] - The transition from "passive defense" to "active shaping of the competitive environment" reflects a strategic upgrade in IP management [6] - In the era where "patents are king," the ability to build a "patent firewall" is essential for Chinese enterprises to navigate high-quality development and overcome bottlenecks in the global value chain [6]