第一财经·2026-02-10 13:01Core Viewpoint - The photovoltaic industry is moving towards a "de-involution" phase, as evidenced by major companies ending patent disputes and focusing on collaboration and innovation [3][7]. Group 1: Patent Agreements - Longi Green Energy and JinkoSolar ended all global patent disputes in September 2022, indicating a shift towards cooperative strategies [7]. - Aiko Solar and TCL Zhonghuan signed a patent licensing agreement worth 1.65 billion yuan, with payments scheduled from 2026 to 2030, allowing Aiko to access approximately 1,000 BC battery and component patents [5][6]. - The resolution of patent disputes is expected to eliminate uncertainties for clients and allow companies to focus on development and innovation [6][7]. Group 2: Industry Response and Future Outlook - The Ministry of Industry and Information Technology emphasized that 2026 will be a critical year for addressing industry involution and improving governance [8]. - Measures to combat involution include strengthening intellectual property protection and implementing stricter quality standards to ensure healthy competition [9]. - The industry is currently undergoing a deep adjustment phase, with significant challenges in supply and demand dynamics that need to be addressed [9].