Xin Lang Cai Jing·2026-02-06 15:29Core Viewpoint - The patent dispute between Aiko Solar (爱旭股份) and Maxeon Solar has been resolved with the signing of a patent licensing agreement, marking the end of a two-year conflict in the BC battery technology sector [1][2]. Group 1: Patent Agreement Details - Aiko Solar will pay a total of RMB 1.65 billion in licensing fees over five years, with the first-year fee set at RMB 250 million [2]. - The agreement includes the withdrawal and termination of all existing patent lawsuits and related invalidation procedures between the two companies [2]. Group 2: Financial Implications - Aiko Solar forecasts a net profit loss of between RMB 1.2 billion to RMB 1.9 billion for the year 2025 [2]. - The company has implemented a patent fee structure of RMB 0.02 per watt, with expectations that if ABC component sales exceed 165 GW over five years, the average cost per watt will be below RMB 0.01 [2]. Group 3: Industry Context - The resolution of the patent dispute is expected to eliminate uncertainties that have previously affected Aiko Solar's overseas customers, potentially accelerating the global market expansion of ABC components [3]. - The solar industry is currently in an adjustment phase, with companies preferring settlements and licensing agreements to mitigate risks and ensure cash flow, rather than engaging in prolonged legal battles [3].