根据财报，内地市场隐形矫治达成案例数约10.86万例，同比增长14%，增长动力来自"为应对激烈竞争 而进行的策略性价格调整"。这意味着该公司通过适度降低单品价格，吸引了更多终端客户，尤其是在 下沉市场和早期矫治领域（如"儿童版"产品案例占比提升、战略投资"舒雅齐"品牌覆盖高性价比渠 道），成功扩大了客户基数和市场渗透率，实现了"以价换量"的阶段性目标。 来源：环球网 【环球网综合报道】8月25日，"正畸第一股"时代天使发布2025年中期业绩公告，报告期内实现收入 1.61亿美元，较去年同期上涨33.1%；实现净利润0.14亿美元（存款利息收入及理财产品收益共8.8百万 美元），同比上涨583.6%。这也是近三年来，时代天使首次在中期业绩中录得净利润正增长。尽管业 绩增长，但时代天使正面临专利诉讼战，隐适美母公司"爱齐科技"指控其专利侵权。 海外业务亏损 从具体业务来看，隐形矫治解决方案为时代天使贡献近53.4%营收，实现营业收入0.86亿美元，隐形矫 治总案例数同比增长47.7%达到约22.58万例。其中，中国市场案例数约10.86万例，同比增长14%；国际 市场案例数约11.72万例，同比增长103.5%。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 每经记者｜叶晓丹 每经编辑｜董兴生 8月25日，一则"宇树科技被诉侵权"的新闻冲上热搜。令市场错愕之处在于：宇树科技为何被告？ 天眼查显示，宇树科技近日新增1条开庭公告，原告为杭州露韦美日化有限公司（以下简称"露韦美"），案由为侵害发明专利权纠纷。该案件于8月26日在杭 州市中级人民法院开庭审理。 8月份，首届世界人形机器人运动会上，宇树科技连夺四金，加之当前正处于公司推动上市关键期，此次突然曝出涉及专利侵权纠纷，因而引发市场关注。 8月26日、27日，针对这起专利诉讼纠纷，《每日经济新闻》记者先后联系宇树科技、露韦美及露韦美法定代表人周建军。周建军透露了此次诉讼的主张， 包括要求宇树科技禁止制造、销售、许诺销售侵犯原告专利权的"宇树科技Go2"机器狗等6项请求。而针对原告方的诉讼请求，截至发稿，宇树科技尚未回 应。 周建军为何认为宇树科技涉及专利侵权？侵权事实如何认定？露韦美是一家怎样的公司？《每日经济新闻》记者实地探访并对话这起纠纷所涉及的专利发明 人周建军。 8月26日，记者前往露韦美所在地。敲开大门，不足20平方米的办公室内只有一名员工在场。记者以业务 ...

宇树科技于2025年7月7日开始上市辅导，这时却被起诉专利侵权，就在今天开庭审理。 起诉方是杭州露韦美日化有限公司，由周建军持股90%；而周建军还创办了另一家浙江建林电子电气股份有限公 司，周建军还拥有多项专利，其中一项专利是一种电子狗。 宇树科技在这紧要关头被起诉，会影响上市进程吗？ 下面介绍两个被起诉专利侵权的案例，一个上市失败，另一个成功上市。 国内机器人第一股的争夺异常激烈，早在2025年7月，智元机器人宣告收购上纬新材，其实只是非上市公司购买上市 公司的股票，就是换老板，不换酒也不换瓶子，并不是借壳上市。 但却被媒体炒成机器人第一股，不到一个月暴涨14倍，市值从30亿暴涨到400亿。 原来在维赛新材申请上市的当月，于2023年3月被创业板上市公司天晟新材起诉专利侵权，要求赔偿9800 万元。 维赛新材一边应对天晟新材的起诉，另一边向国家知识产权局申请涉案专利无效。 在上市问询过程中，天晟新材的专利侵权诉讼一审被驳回，但二审还没有结果。 而涉及专利已于2023 年 9 月 13 日被宣告无效，但是天晟新材不服提起行政诉讼。 最终维赛新材于2024年4月撤回上市申请，历时一年多后上市失败了。 上市失败后 ...

Core Viewpoint - A patent dispute has erupted between two major players in the global invisible orthodontics market, Align Technology and Times Angel, with significant implications for market share and competition in the industry [2][3][10]. Group 1: Patent Dispute Details - Align Technology has filed patent infringement lawsuits against Times Angel in the US, Europe, and China, claiming that Times Angel's products infringe on five of its US utility patents related to core technologies [2][4]. - Times Angel has publicly denied the infringement claims and expressed confidence in winning the case, asserting that the lawsuit will not materially affect its business growth [5][6]. - The patents in question include key innovations in multi-layer aligner materials and advanced treatment planning technologies, which are crucial to Align's intellectual property portfolio [4][10]. Group 2: Market Position and Competition - Times Angel has surpassed Align Technology in the Chinese market, achieving a market share of 41.9% in 2023, which is 10 percentage points higher than Align's 31.8% [3][7]. - The ongoing patent dispute could significantly impact market shares across three continents, with both companies vying for dominance in the rapidly growing invisible orthodontics sector [3][10]. - Align Technology has historically dominated the global market, but recent trends indicate a decline in its market share, particularly in China, where it has faced increasing competition from Times Angel [7][9]. Group 3: Industry Growth and Future Outlook - The global invisible orthodontics market is projected to grow from $18 billion in 2023 to over $40 billion by 2030, with a compound annual growth rate exceeding 12% [10]. - The outcome of the patent litigation may reshape the competitive landscape of the invisible orthodontics market, presenting both opportunities and challenges for the involved companies [10]. - Times Angel's recent international expansion efforts, including establishing subsidiaries in key markets, have positioned it as a formidable competitor to Align Technology [8][9].

印度Singh & Singh律师事务所8月20日公布1起代理中国台湾镜头大厂大立光，涉及中国大陆手机厂商荣 耀专利侵权案的判决结果。印度法院发布临时禁令，禁止被告荣耀及任何代理人从事荣耀200系列智能 手机，或任何其它侵犯专利的产品要约销售、销售、分销、广告宣传、进口等行为。 企业专利观察（PRIP Research）报道，Singh & Singh律所在本案中代表专利权人大立光。根据该律所对 案件的整体描述，本案是由大立光发起，目的限制荣耀200系列手机中，未经授权使用专利镜头技术。 Singh & Singh律师事务所表示，由于被告在已获提前送达通知的情况下仍未出庭，法院于是作出单方临 时禁令，禁止被告及其任何代理人从事荣耀200系列智能手机，或任何其他侵犯本案专利的产品的要约 销售、销售、分销、广告宣传、进口等行为。 基于大立光提交的测试分析报告、拆解报告及权利要求映射图表，德里高等法院初步认定了被告侵犯大 立光的三项专利：IN395754（"IN'754"），IN395095 （"IN'095"）和IN363203（"IN'203"）。这些专利 主要涉及5P透镜技术。法院认为，荣耀200型号的超广角 ...

Core Viewpoint - Nokia has initiated a patent infringement lawsuit against Geely Group and its brands, including Zeekr and Lynk & Co, targeting their operations in 18 European countries, which is seen as a strategic move against Geely's expansion in Europe [3][8]. Group 1: Patent Infringement Details - The lawsuit involves essential patents in the cellular communication field, specifically focusing on patents EP3799333 and EP4090075 related to 4G/5G technology applications in vehicles [3][8]. - If found guilty of infringement, Geely's vehicles could face a sales ban in key European markets, potentially impacting 20% of its global export share [8]. Group 2: Financial Implications - Geely's projected export volume for 2024 is 414,500 units, with a year-on-year growth of 57%, making the European market a significant contributor [8]. - Nokia's licensing fees through its patent pool Avanci are set at $49 per vehicle, which could result in annual costs exceeding $20 million for Geely based on its export volume [9]. Group 3: Industry Context and Challenges - The lawsuit reflects a broader trend where Chinese automotive companies face increasing patent-related challenges in Western markets, similar to the experiences of Chinese smartphone manufacturers [11]. - Chinese automakers have a weak patent reserve in critical areas like vehicle networking and human-machine interaction, with their overseas patent totals being only one-fifth of Toyota's [11]. Group 4: Recommendations for Chinese Automakers - Industry experts suggest that Chinese automakers should enhance their patent application efforts in key markets and focus on core technologies to build a robust patent defense [12]. - Establishing a professional global intellectual property management team is crucial for navigating patent negotiations and litigation effectively [12].

Core Insights - DJI and Insta360 are two major Chinese outdoor imaging giants competing in each other's core product areas, leading to intensified competition in the consumer drone and panoramic camera markets [2][4] - DJI holds a dominant position in the consumer drone market with an 80% global market share, while Insta360 has rapidly risen to become a leader in the portable panoramic camera sector with a projected market share exceeding 80% [3][4] - GoPro, once a leader in the action camera market, has seen its market share decline from over 50% five years ago to just above 33% due to competition from DJI and Insta360 [9][10] Company Performance - Insta360's revenue in the global consumer panoramic camera market reached 67.2% in 2023, with a forecasted increase due to continuous product innovation and channel expansion [4][17] - GoPro's revenue has declined significantly, with a drop of 6%, 10%, and 20% from 2022 to 2024, resulting in a revenue of only $800 million in the previous year and a net loss of $432 million [13][14][15] - DJI's revenue is estimated to be significantly impacted by its inability to launch products in the U.S. market, potentially losing around $1 billion in sales [21][22] Market Dynamics - The global action camera market is experiencing a shift, with DJI and Insta360 gaining market share at the expense of GoPro, which has struggled to compete effectively [9][10] - GoPro's attempts to diversify into drones and panoramic cameras have failed, leading to a focus solely on the action camera market [10][11] - The U.S. market, being the largest for action and panoramic cameras, has seen GoPro's revenue drop by 25% last year, indicating a significant threat to its market position [19] Legal and Regulatory Challenges - GoPro has engaged in multiple patent infringement lawsuits against Insta360, but a recent ruling by the U.S. International Trade Commission (ITC) favored Insta360, allowing it to maintain its market presence in the U.S. [18] - DJI faces significant barriers in the U.S. market, including supply chain disruptions and product shortages, which have hindered its ability to compete effectively [21][24]

Group 1 - Nokia has filed a patent infringement lawsuit against Geely Group and its brands, including Zeekr and Lynk & Co, affecting 32 subsidiaries in 18 European countries [4][5] - Geely's European expansion plans may be hindered, with a projected export volume of 414,500 vehicles in 2024, a 57% year-on-year increase, heavily reliant on the European market [4][5] - The lawsuit targets essential patents in the cellular communication field, which could lead to a complete sales ban of Geely's vehicles in key European markets if infringement is confirmed [4][5] Group 2 - Li Auto's CEO, Li Xiang, claims that the Li i8 has no real competitors in its market segment, positioning it in a "blue ocean" where demand exists but has not been met [7][8] - The company has successfully identified and addressed unmet deep-seated consumer needs, leading to the i8's favorable market response [7][8] - Li Auto is restructuring its sales and service system, eliminating the previous five regional divisions to enhance direct management and address sales pressures [17][18] Group 3 - Tencent reported sufficient chips for AI training and plans to reduce reliance on existing GPU resources, with a significant increase in capital expenditure for AI-related business [10] - The company aims to improve AI product efficiency and performance through better understanding of user needs and habits [10] - Tencent's capital expenditure for Q2 2025 reached 19.1 billion yuan, a 119% year-on-year increase [10] Group 4 - SAIC-GM-Wuling and Huawei are reportedly upgrading their collaboration, with plans for the Baojun brand to adopt the Hi model [11] - The partnership aims to enhance the market presence of both companies in the competitive automotive sector [11] Group 5 - JD Group reported a revenue of 356.7 billion yuan (approximately 49.8 billion USD) for Q2 2025, marking a 22.4% year-on-year growth, the highest in three years [23][24] - The company's core retail business continues to accelerate, with significant growth in active user numbers and shopping frequency [23][24] - JD's new business segments, including food delivery, have also seen substantial revenue increases, with a 199% year-on-year growth [24] Group 6 - ZEEKR Technology reported a total revenue of 27.4 billion yuan for Q2 2025, with a gross margin of 20.6%, the highest in its history [39] - The company delivered 244,877 vehicles in the first half of 2025, a 14.5% year-on-year increase, indicating strong market demand [39]

Core Viewpoint - The air conditioning industry is experiencing a surge in sales due to high temperatures, but the average price is declining, indicating a price war among competitors [2][3]. Group 1: Industry Dynamics - The air conditioning market has a long history of price wars, with companies competing to offer lower prices while maintaining quality [2]. - Major brands like Gree, Haier, and Midea are actively engaging in the market, with Gree's leader, Dong Mingzhu, fighting against industry issues, while Haier and Midea are also responding to competition [3][4]. - Aux, known for its low-price strategy, is re-entering the capital market, aiming to enhance its brand image and expand financing channels [4][5]. Group 2: Aux's Performance and Strategy - Aux has submitted a second prospectus to the Hong Kong Stock Exchange, marking a decade-long pursuit of an IPO, previously attempting to list on A-shares and New Third Board without success [5][6]. - From 2022 to 2024, Aux's revenue is projected to grow from 19.5 billion to 29.8 billion RMB, a 52.8% increase, with net profit doubling from 1.44 billion to 2.91 billion RMB [7][8]. - Aux's overseas revenue is a significant contributor, expected to account for 57% of total revenue in Q1 2025, highlighting the importance of international markets [8]. Group 3: Market Position and Competition - According to Frost & Sullivan, Aux ranks fourth in China's air conditioning market with a 7.3% market share, trailing behind Gree, Midea, and Haier [9][10]. - Aux's R&D investment in 2024 is 710 million RMB, representing 2.4% of revenue, which is lower compared to Midea and Gree's R&D expenditures [11]. - The competitive landscape is intensifying, with major players like Xiaomi also entering the market, challenging Aux's previous pricing advantages [18][26].

Core Viewpoint - Transsion Holdings, a major player in the African mobile phone market, is facing a lawsuit from Huawei for patent infringement related to image filtering technology [1][3]. Group 1: Legal Issues - Huawei has filed a lawsuit against Transsion Holdings in the European Patent Court, alleging infringement of a patent related to image filtering devices [1]. - This is the second lawsuit from Huawei against Transsion; the first was in 2019 regarding copyright infringement of a wallpaper design, which resulted in a settlement in 2020 [3]. - Transsion is also facing legal challenges from Qualcomm in India for allegedly infringing on four standard essential patents [4]. Group 2: Company Overview - Transsion Holdings was established in 2013 and is headquartered in Shenzhen, focusing on the design, research, production, sales, and brand operation of mobile devices [3]. - The company holds a significant market share in Africa, with a reported 47% market share in Q1 of this year, despite a decline from previous highs [4]. - Transsion's main brands include TECNO, itel, and Infinix, covering both feature phones and smartphones [3]. Group 3: Market Position - As of August 6, Transsion's stock price was 85.61 yuan, with a total market capitalization of 976.25 billion yuan [5]. - The company is expanding into emerging markets such as Southeast Asia, the Middle East, South Asia, and Latin America, while facing increasing legal and commercial pressures [4].