宁德时代孙明岩:“内卷”本质是创新保护缺失导致的同质化竞争
Zhong Guo Jing Ying Bao·2026-02-11 06:57

Core Viewpoint - The essence of the current industry "involution" is insufficient innovation protection leading to homogeneous competition, highlighting the need for a robust intellectual property (IP) system to create a healthy industrial ecosystem [1] Group 1: Company Strategy - CATL invests nearly 20 billion yuan annually in R&D and has established a global patent portfolio of 60,000 patents, creating a comprehensive "innovation-protection-application" management system [1] - The company adopts a "technology licensing + light asset operation" (LRS model) approach to effectively mitigate market risks and enhance its global technological influence [1] Group 2: Industry Challenges - There is a lack of mention of "involution" by foreign patent holders when licensing or enforcing patents, indicating a cognitive bias regarding the value of innovation among Chinese entities [1] - The global leading innovation capability of China's power battery sector requires more robust legal protection [1] - The fundamental issue of "involution" stems from a lack of innovation protection, necessitating the strengthening of IP protection to reshape competitive order [1] Group 3: Call to Action - The Chinese power battery industry is urged to adopt a "leader mentality" in constructing its IP strategy to continuously enhance the global competitiveness of Chinese enterprises [1]