Di Yi Cai Jing·2026-02-10 13:58Core Viewpoint - The photovoltaic industry is moving towards a healthier competitive environment as companies are ending patent disputes, signaling a shift away from "internal competition" and towards collaboration for innovation and market stability [3][5][6]. Group 1: Patent Agreements - Longi Green Energy and JinkoSolar ended all global patent disputes in September 2022, marking a significant shift in the industry [5]. - Aiko Solar and TCL Zhonghuan recently signed a patent licensing agreement worth a total of 1.65 billion yuan, with payments scheduled from 2026 to 2030 [4]. - Aiko Solar will gain access to approximately 1,000 Maxeon patents, allowing for greater focus on development and innovation without the burden of ongoing legal disputes [4][5]. Group 2: Industry Response and Future Outlook - The resolution of patent disputes is seen as a positive response to the "anti-involution" movement within the photovoltaic sector, promoting healthy competition and innovation [5][6]. - Industry leaders have publicly opposed "patent wars," emphasizing the need to focus on technological advancement rather than legal conflicts [6]. - The Ministry of Industry and Information Technology has identified 2026 as a critical year for addressing internal competition in the photovoltaic industry, with a focus on strengthening intellectual property protection [7]. Group 3: Market Dynamics - The ongoing patent disputes had previously caused uncertainty among overseas clients regarding the procurement of ABC components, which is expected to improve following the licensing agreements [5]. - The agreements are anticipated to allow companies to raise prices on battery and component products, with Aiko Solar planning to charge a royalty fee of 0.02 yuan per watt [5]. - The industry is currently facing challenges related to supply-demand mismatches, and the Ministry plans to implement measures to achieve dynamic balance in the market [7].