2 1 Shi Ji Jing Ji Bao Dao·2026-02-09 06:04Core Viewpoint - Shanghai Aiyu New Energy Co., Ltd. has signed a patent licensing agreement with Maxeon Solar Pte. Ltd., acquiring all BC battery and component patents outside the U.S. for the next five years, with a total licensing fee of RMB 1.65 billion [3][4]. Group 1: Patent Licensing Agreement - The agreement allows Aiyu to obtain past and future patents from Maxeon, excluding reverse licensing [3][4]. - The total licensing fee is RMB 1.65 billion, to be paid in installments over five years, with the first-year fee set at RMB 250 million [3][4]. - Both parties have agreed to withdraw or terminate all ongoing or pending legal proceedings related to the licensed patents and products [3][4]. Group 2: Market Impact - Following the announcement, the A-share photovoltaic sector experienced a surge, with multiple companies, including Aiyu and TCL Zhonghuan, hitting the daily limit [4]. - The licensing agreement is seen as a resolution to previous patent disputes between Aiyu and Maxeon, which had involved litigation in Europe [5][6]. Group 3: Industry Context - Patent disputes are common in the photovoltaic industry, with many leading companies involved in such conflicts [7]. - Aiyu anticipates that the licensing fees will be covered by projected sales exceeding 165 GW over the next five years, with an average cost of less than 1 cent per watt for the licensing [7]. - The focus on intellectual property rights is becoming a consensus in the photovoltaic industry, with calls for enhanced protection and risk management [8].