Di Yi Cai Jing·2026-02-10 11:49Core Viewpoint - The patent disputes between Aiko Solar and TCL Zhonghuan's subsidiary Maxeon have concluded, signaling a shift in the photovoltaic industry towards ending internal competition and fostering healthy development [1][3]. Group 1: Patent Licensing Agreement - Aiko Solar and Maxeon signed a patent licensing agreement worth a total of 1.65 billion yuan, with 250 million yuan to be paid in 2026 and the remainder to be paid in installments from 2027 to 2030 [2]. - Aiko Solar will receive approximately 1,000 past and future patents related to BC batteries and components, with no sales limits imposed on Aiko's BC components and batteries by Maxeon [2][3]. - The agreement allows both companies to terminate all pending or potential patent disputes, enabling Aiko Solar to focus on business development and technological innovation [2]. Group 2: Industry Implications - The resolution of patent disputes is expected to eliminate uncertainties that previously affected overseas customers' purchasing decisions regarding ABC components [3]. - Following the agreement, Aiko Solar plans to increase prices for its battery and component products and will charge downstream customers a royalty fee of 0.02 yuan per watt [3]. - The collaboration is seen as a way to promote healthy competition in the photovoltaic industry and to shift the market dynamics towards a more regulated and law-abiding environment [2][3]. Group 3: Industry Trends - The trend of major companies ending patent disputes is viewed as a positive response to the industry's "anti-involution" movement, indicating a shift towards healthier and more orderly development [3][4]. - The Ministry of Industry and Information Technology has emphasized the importance of strengthening intellectual property protection and curbing infringement behaviors as part of the industry's governance efforts [5]. - The industry is currently undergoing a deep adjustment period, with significant challenges remaining in balancing supply and demand, necessitating coordinated efforts to improve market conditions [5].