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经营承压,光伏企业怎样寻求突围之道
Core Insights - The photovoltaic industry in China is experiencing unprecedented deep adjustments, with companies facing significant operational losses and intensified "involution" competition, necessitating a shift from cost competition to value creation through technological innovation and strategic adjustments [1][2][3] Industry Performance - In 2024, the photovoltaic industry faced severe challenges, with a new installed capacity of 277.57 GW, a year-on-year increase of 28.3%. However, the industry saw a significant decline in revenue, with major companies like JinkoSolar reporting a revenue drop of 22.08% to 92.471 billion yuan, and LONGi Green Energy experiencing a 36.23% decline to 82.58 billion yuan [2] - The photovoltaic equipment sector reported a revenue of 927.1 billion yuan in 2024, reflecting a negative growth of 22.81%, with a net profit loss of 26.6 billion yuan, a year-on-year decline of 127.13% [2] Financial Struggles - The loss-making trend among photovoltaic companies is expanding, with cash flow crises becoming more pronounced. However, some companies like Sungrow reported a revenue increase of 50.92% to 19.036 billion yuan in Q1 2025, alongside a net profit growth of 82.52% [3] - Overall, the profit recovery across the photovoltaic industry chain remains limited, with companies still under operational pressure [3] Competitive Landscape - The industry is plagued by "involution" competition, characterized by price wars and patent disputes, leading to widespread losses across the supply chain. For instance, the price of monocrystalline silicon dropped from 65,000 yuan/ton at the beginning of 2024 to 40,000 yuan/ton by year-end [4] - The ongoing patent wars, such as the lawsuits between Trina Solar and Canadian Solar, further exacerbate competition, with claims reaching up to 1.058 billion yuan [4][6] Innovation and Future Strategies - To overcome current challenges, the photovoltaic industry must focus on technological innovation and diversify business models. Emphasizing high-efficiency battery technologies like PERC, HJT, and TOPCon is crucial for sustainable development [7] - Collaborative international expansion is emerging as a new model for the industry, involving upstream and downstream partnerships to mitigate risks in foreign markets and enhance competitiveness [8]
莫以商标耍心机
Jing Ji Ri Bao· 2025-05-29 22:16
Group 1 - The core issue highlighted is the misleading practices of companies using deceptive trademarks that confuse consumers about the quality and characteristics of their products, such as "一品牛肉干" being made of pork instead of beef and a "120W charger" actually having a power of 12W [1] - These deceptive trademarks, while registered, can damage the company's credibility and lead to consumer distrust, even if the company's advertising complies with legal standards [1] - The article emphasizes that trademarks should not be misleading and that registered trademarks can be declared invalid if they are found to be deceptive or cause public misunderstanding about product quality [1] Group 2 - Companies are encouraged to focus on long-term development by ensuring quality, service, and consumer rights, rather than seeking shortcuts [2] - Regulatory bodies are urged to update and refine trademark examination rules and to take timely action against problematic trademarks, as well as to improve the legal framework surrounding intellectual property [2] - There is a call for strengthening the enforcement of intellectual property rights and creating a safer consumer environment through comprehensive management systems [2]
政策给力企业需要 知识产权ABS步入重要发展期
Zheng Quan Ri Bao· 2025-05-29 16:10
Core Viewpoint - The rapid development of Intellectual Property Asset-Backed Securities (ABS) is driven by supportive policies, improved market conditions, and the urgent financing needs of enterprises, particularly in the technology sector [2][4]. Group 1: Policy Support - The Chinese government has implemented a series of policies to promote the development of knowledge property ABS, including the China Securities Regulatory Commission's initiative to explore knowledge property asset securitization [2][4]. - Local governments have also introduced tailored measures to support knowledge property ABS, creating a synergistic effect with national policies [2]. Group 2: Market Environment - The enhancement of intellectual property protection and stricter infringement penalties have significantly increased the market value stability of intellectual property, boosting investor confidence [2][3]. - The growing awareness of knowledge property ABS among financial institutions, including banks and securities firms, has stimulated the issuance of related products [3]. Group 3: Enterprise Demand - Technology companies, characterized by "light assets and heavy intellectual property," face challenges in traditional financing due to the lack of fixed asset collateral, which knowledge property ABS can address by converting intangible assets into tradable financial assets [3]. - The successful securitization of intellectual property not only provides funding for R&D projects but also signals the company's technological strength and innovation potential to the market [3][4]. - The process of intellectual property securitization encourages companies to better manage and protect their intellectual property, fostering a virtuous cycle of innovation investment and financing support [3].
第十八次中美欧日韩知识产权五局合作局长系列会议在天津召开
news flash· 2025-05-29 14:16
5月27日至28日,第十八次中美欧日韩知识产权五局(IP5)合作局长系列会议在天津召开,会议由中国国 家知识产权局轮值主办。中国国家知识产权局局长申长雨主持会议。欧洲专利局局长安东尼奥.坎普诺 斯、日本特许厅长官小野洋太、韩国特许厅厅长金完基分别率团出席。世界知识产权组织(WIPO)高级 代表五十栖毅以观察员身份列席会议。同期还举行了五局与产业界会议。(国家知识产权局) ...
一财社论:以法治精神充分保护民事主体的合法权益
Di Yi Cai Jing· 2025-05-29 14:02
Core Viewpoint - The Civil Code of the People's Republic of China, celebrated its fifth anniversary, has significantly enhanced the protection of civil rights and interests, establishing itself as a comprehensive legal framework for social life [2][6]. Group 1: Characteristics of the Civil Code - The Civil Code exhibits three main characteristics: targeting, seriousness, and extensibility [3]. - Targeting: It provides detailed regulations on personal rights, property rights, and personality rights, establishing a clear framework for rights protection from birth to death [3]. - Seriousness: The Civil Code has shown rigidity in judicial processes, exemplified by a landmark case where a party was ordered to pay 640 million yuan for intellectual property infringement, marking the highest compensation in this field [4]. - Extensibility: The Civil Code serves as a foundational law that promotes the completeness of the legal system, with new laws like the Private Economy Promotion Law enhancing its principles [4][5]. Group 2: Legal Protections and Developments - The Private Economy Promotion Law protects the personal and property rights of private economic organizations and their operators, ensuring that their rights cannot be infringed upon [5]. - The ongoing development of specific laws, despite the clarity of the Civil Code, indicates the evolving nature of legal challenges and the need for continuous legal advancements [5]. - The emphasis on private rights protection, equality, and good faith reflects the Civil Code's role as a fundamental law in the market economy, providing essential guidelines for law enforcement [6].
和元生物: 2025年度“提质增效重回报”专项行动方案
Zheng Quan Zhi Xing· 2025-05-29 09:13
和元生物技术(上海)股份有限公司 为践行以"投资者为本"的上市公司发展理念,维护公司全体股东利益,增 强投资者信心,促进公司健康可持续发展,和元生物技术(上海)股份有限公司 (以下简称"公司")基于对公司未来发展前景的信心及内在价值的认可,结合 自身发展战略和经营情况,制定了公司 2025 年度"提质增效重回报"专项行动 方案,以进一步提升公司经营质量效率,保障投资者合法权益,塑造良好的资本 市场形象。具体措施方案如下: 一、聚焦主营业务,提升核心竞争力 公司聚焦并深耕细胞和基因治疗技术服务领域多年,专注于为细胞和基因治 疗的基础研究提供基因治疗载体研制、基因功能研究、药物靶点及药效研究等 CRO 服务;为细胞和基因治疗药物的研发提供工艺开发及测试、IND-CMC 药学研 究、临床样品及商业化产品的 GMP 生产等 CDMO 服务;为再生医学及抗衰领域提 供细胞制备、重组蛋白/外泌体等细胞衍生物生产、细胞存储等技术服务。 近两年来受到创新药行业整体发展波折的影响,公司 CDMO 业务业绩出现亏 损;面对国内生物医药领域面临的新挑战,2025 年度,公司坚持"客户第一" "守 正创新"的经营理念,将积极采取各项 ...
武汉长沙跨城协作新突破,著作权纠纷调解首案告捷
Di Yi Cai Jing· 2025-05-29 07:50
武汉知识产权保护中心相关负责人表示,本案的成功调解,展现了跨区域、跨部门协作在知识产权纠纷 化解中的显著优势,不仅降低了维权成本,更提升了纠纷化解效率。 今年3月,武汉、长沙、合肥、南昌四城发出倡议,深化长江中游城市群知识产权协同保护服务合作, 其中包括推进知识产权纠纷多元化解,做好知识产权纠纷调解等内容。 近年来,武汉知识产权保护效能持续提升。2024年,全市两级法院共审结各类知识产权纠纷案件7121件 (含旧存),结案率 93.7%。检察机关批准逮捕涉知识产权类案件39件64人。公安机关共立案323起, 破案254起,刑事打处613人。武汉海关实际扣留侵权嫌疑货物14865件,同比增长164.2%。全市市场监 管系统办结知识产权行政处罚案件576件;办理专利侵权纠纷行政裁决案件42件,电子商务领域专利侵 权纠纷案件730件。 根据《加强长江中游城市群知识产权协同保护体系建设倡议书》,武汉知识产权保护中心迅速启动跨区 域协作机制,与长沙知识产权保护中心组建联合调解小组,一场跨越城市的"合力调解"就此展开。 两地团队依托线上平台共享证据材料、分析争议焦点,以《中华人民共和国著作权法》为标尺,明确侵 权责任,理 ...
江西新余:六链“深融共舞”助企跑出质量加速度
标准稳链,助企"跟跑"变"领跑"。新余市市场监管局深入实施"标准化+"、百城千业万企对标达标等行 动,加快制修订一批重点领域相关标准。目前,赣锋锂业正在参与制定4项国际标准,其中主导制定2 项;江西赛维LDK参与制定了1项国际标准;新钢集团、赣锋锂业等龙头企业共参与制定国家标准67 项;赣锋锂业、新钢、华电电力等企业参与制定行业标准38项,其中主导制定19项标准。 品牌兴链,助企"产品"变"品牌"。新余市市场监管局实施品牌兴链行动,培育自主品牌,塑造本土品牌 竞争优势。新余市现有5件地理标志商标,正申报"分宜电厂螺蛳""新余茶油"地理标志商标。 知识产权提链,助企"知产"变"资产"。新余市市场监管局在江西省率先办理"商标+专利+版权"三合一质 押融资,帮助赣锋锂业公司通过"商标+专利+版权"机制融资5.7亿元。近3年来,新余市企业通过知识产 权质押贷款,共获得15亿元信贷资金。沃格、赛维、国科公司获中国专利优秀奖。全市共有国家知识产 权示范企业4家,优势企业6家。 政务服务优链,助企办理证照"多次跑"变"只跑一次"。新余市市场监管局深化"一照通办"改革,实现该 市37个部门278个涉企行政许可事项全部纳入"一 ...
中办、国办:鼓励企业注重中长期价值创造,赋予项目团队充分自主权,有效运用多种方式强化激励。推动有条件的企业建立知识产权运营机构。(新华社)
news flash· 2025-05-26 09:14
中办、国办:鼓励企业注重中长期价值创造,赋予项目团队充分自主权,有效运用多种方式强化激励。 推动有条件的企业建立知识产权运营机构。(新华社) ...
中办、国办:鼓励企业注重中长期价值创造 推动有条件的企业建立知识产权运营机构
news flash· 2025-05-26 09:10
Group 1 - The core viewpoint of the article emphasizes the need to improve the modern enterprise system with Chinese characteristics, focusing on innovation-driven incentive mechanisms [1] - It encourages companies to prioritize medium to long-term value creation and grant project teams sufficient autonomy [1] - The article suggests that companies should effectively utilize various methods to strengthen incentives [1] - It promotes the establishment of intellectual property operation institutions in qualified enterprises [1]