｜2025年6月19日星期四｜ NO.1 今年前5月广东对中亚五国进出口同比增长20% 据"广东发布"微信公众号6月18日消息，作为我国经济第一大省、外贸第一大省，广东与中亚经贸往来密切，今年前5个月，广东对中 亚五国进出口126.5亿元，同比增长20%。 点评：这表明广东与中亚五国的经贸合作呈现出良好发展态势，贸易规模不断扩大。 NO.2 香港公布物流业ESG发展路线图 6月18日，香港特区政府运输及物流局公布《物流业ESG发展路线图》，供当地物流中小企业遵循，以达到环境、社会及管治（ESG） 的国际要求。路线图涵盖2025至2027年三年期，分为三个阶段：第一阶段提高物流中小企业对ESG原则和国际ESG要求的认知；第二 阶段加强物流中小企业收集和记录物流ESG数据的能力；第三阶段则旨在协助物流中小企业就编制ESG报告做好准备。 | 深市领跌 | 最新股价 | 跌幅 | | --- | --- | --- | | 广生堂 | 37.55 元 | 12. 69% | | 中科磁业 | 57.50 元 | 12.21% | | 北陆药业 | 9.23 元 | 11.51% | 据"中国广州发布"微信公众号6月1 ...

Core Viewpoint - The event in Xiaoshan marks the beginning of the 2025 Intellectual Property Service Month, emphasizing the district's commitment to enhancing its intellectual property capabilities and fostering innovation through various supportive policies [1][2]. Group 1: Intellectual Property Development - By the end of March, Xiaoshan district had 12,149 effective invention patents, representing a year-on-year growth of over 20% [1]. - The district has established a comprehensive policy framework covering high-value patent cultivation, identification of patent-intensive products, and intellectual property securitization [1][2]. - Xiaoshan has been recognized as the first in the country to explore a full-chain industrialization model for patent-intensive products, having been approved as the first national center for cultivating and promoting such products [2]. Group 2: Service Initiatives - The district's market supervision bureau has improved the entire intellectual property chain, facilitating the first intellectual property securitization product and creating a "three-dimensional service network" to support local enterprises [1][2]. - During the service month, the bureau will focus on patent-intensive and export-oriented enterprises, establishing a "demand list" to address intellectual property bottlenecks [2]. - The service month aims to create a closed loop of "cultivation-transformation-protection" through training, roadshows, and platform development [2]. Group 3: Future Goals - Xiaoshan aims to achieve 2,500 invention patent authorizations and a target of 20 high-value patents per 10,000 people as part of its goal to become a national model for intellectual property strong counties [3]. - The district plans to significantly reduce the processing time for patent disputes through a collaborative mechanism involving administrative, judicial, and technical support [3]. - Customized risk control solutions will be provided for enterprises venturing overseas, supported by overseas rights protection service stations [3].

商报讯 （通讯员 付学威 记者 汪晓筠）近日，国家知识产权局公布第二十五届中国专利奖获奖名单，杭 州共荣获26个奖项，包含中国外观设计金奖2项、中国专利银奖5项、中国专利优秀奖18项、中国外观设 计优秀奖1项。 临平区两家企业斩获第二十五届中国专利奖，其中，杭州老板电器（002508）股份有限公司凭借"油烟 机"斩获中国外观设计金奖，杭州胡庆余堂药业有限公司凭借"一种治疗胃部及肠道疾病的中药制剂及其 制备方法"斩获中国专利优秀奖。 最后，联动行业协会、知识产权联盟等主体，以产业为核心，以企业需求为根本，开展形式多样的知识 产权公共服务。深化知识产权一站式公共服务平台建设。依托经开区临小创平台和临平区质量基础一站 式公共服务平台，建设完善临平区知识产权一站式公共服务平台，实现各平台资源共享、信息互通，提 高知识产权服务效能。 中国专利奖由中国国家知识产权局和世界知识产权组织（WIPO）共同评选，是我国唯一的专门对授予 专利权的发明创造给予奖励的国家级政府部门奖，也是我国专利领域的最高奖项。 截至2024年底，临平区有效发明累计量5272件，同比增长30.53%；新增发明授权量1498件，同比增长 60.56%； ...

Government Initiatives - The National Intellectual Property Administration is focusing on promoting collaborative innovation in Heilongjiang, Jilin, Liaoning, and Inner Mongolia to leverage the region's rich scientific and educational resources [2][4] - Heilongjiang has established an integrated service platform for intellectual property, enhancing service delivery across the province [4] - Jilin is developing pilot zones for intellectual property protection to support technological innovation and new productivity [4] - Liaoning is improving its intellectual property policy framework and strengthening protection systems to support private enterprise development [4] - Inner Mongolia has created a comprehensive system for patent navigation and high-value patent cultivation [4] Corporate Innovations - Companies across various sectors in Northeast China are actively creating, utilizing, and protecting intellectual property, with notable achievements in industries such as food, healthcare, steel, and robotics [5] - Benxi Steel has institutionalized its intellectual property management, holding 832 effective patents, including 73 high-value patents, and aims to be recognized as a national model enterprise by 2024 [5] - Shenyang Deshi Cold Drink Co., Ltd. has registered over 900 trademarks and 600 design patents, making it a leader in intellectual property within the cold drink industry [5] - Heilongjiang Flying Crane Dairy has integrated patent technology with industry standards, establishing the largest domestic breast milk database with 659 authorized patents [6] - Harbin Sizerui Intelligent Medical Equipment Co., Ltd. has applied for over 500 patents, with nearly 300 authorized, and its surgical robot has been used in over 6,000 surgeries [6] Academic Contributions - Harbin Engineering University is developing a systematic approach to patent revitalization and technology transfer, focusing on high-value patent cultivation [11] - The Chinese Academy of Sciences' Shenyang Institute of Automation has achieved significant technology transfer, generating approximately 80 million RMB through patent licensing [14] - The Heilongjiang Academy of Agricultural Sciences has established a modern agricultural intellectual property operation center, completing 8 patent transfers worth 12 million RMB [14]

Group 1 - The core viewpoint of the articles highlights the strong market performance of Stone Technology, with significant financing activities and investor interest [1][4] - In the recent financing activities, Stone Technology achieved a net financing inflow of 37.2867 million yuan, ranking 111th in the market [1] - The total financing buy-in amount reached 133 million yuan, while the repayment amount was only 95.9724 million yuan, indicating high investor confidence in the company's future [1] Group 2 - Since its establishment in 2014, Stone Technology has shown strong capabilities in capital operations and market layout, having invested in six companies and participated in nine bidding projects [2] - The company holds 430 trademark registrations and 1,561 patent registrations, which support its technological innovation and market competitiveness [2] - Stone Technology possesses 13 administrative licenses, further demonstrating its leading position and comprehensive strength in the industry [2] Group 3 - Despite recent outflows of main funds totaling 72.8954 million yuan over five days and 132 million yuan over ten days, the long-term fundamentals and industry prospects of Stone Technology remain promising [1][4] - The company is part of several important indices, including the MSCI China Index and the Shanghai Stock Exchange 180, which enhances its visibility and investment appeal [1] - The active performance in the financing market and strategic positioning in various fields provide strong momentum for the company's future development [4]

Core Viewpoint - The company is transitioning from a Fabless to a Fab-Lite business model, aiming to create a complete closed-loop resource platform for resource reconstruction and innovation in the RF front-end market [1][3][10]. Company Overview - The company has been actively engaging with investors, showcasing its strategic shift and long-term vision during a recent investor relations event [1][4]. - The management team, including the chairman and board secretary, provided insights into the company's operational changes and future strategies [1][3]. Industry Trends - The RF front-end industry is experiencing a shift as 5G construction approaches completion, while the development of 6G and non-terrestrial networks (NTN) is still in exploratory phases [6][9]. - There is a growing demand for differentiated, integrated, and high-end RF front-end products, which is driving competition and innovation within the industry [9][10]. Business Outlook - In the short term, the company anticipates some pressure on performance due to seasonal factors and depreciation, but it is confident in its team's progress and technological advancements [5]. - The company has successfully completed the 12-inch production line process and is progressing well with customer certifications, which is expected to enhance its market position [5]. Competitive Landscape - The global RF front-end market is predominantly occupied by foreign companies, but domestic firms are pushing for technological breakthroughs and supply chain independence [2][9]. - The company aims to build a competitive edge through innovation and by leveraging its unique resource platform to meet the evolving demands of the market [8][10]. Patent and Legal Matters - The company has initiated invalidation procedures for certain patents involved in ongoing disputes, asserting that its products do not infringe on core architectures or key processes [6][7]. Technological Innovation - The company is recognized for its pioneering work in RF CMOS technology and has established itself as a leader in the development of high-performance RF components [8]. - Future product development will focus on enhancing high-end, customized, and differentiated capabilities to better meet customer needs [8].

Core Viewpoint - The recent patent lawsuit initiated by Datang Mobile against Xiaomi in Germany over 4G-related patents has sparked significant industry discussion, raising questions about the implications of such disputes between Chinese companies in foreign jurisdictions [1][2]. Group 1: Patent Details - The patents involved in the lawsuit pertain to LTE/4G technology, specifically: EP2237607 (method and device for cell switching), EP3713313 (uplink power control method and mobile communication terminal), and EP2315369 (adaptive modulation and coding method and device) [2]. - The choice of a foreign jurisdiction for the lawsuit has been criticized by industry experts, who argue that such disputes could be resolved within China's judicial system [2][18]. Group 2: Xiaomi's Patent Litigation History - Xiaomi has faced ongoing patent disputes with Huawei, a leading global communication technology company, particularly in the 5G domain where Huawei holds numerous core patents [4]. - In 2023, Xiaomi filed invalidation requests against several Huawei patents, including those related to critical communication technologies [12][14]. - Xiaomi's strategy of seeking patent invalidation is aimed at reducing restrictions on technology use and lowering potential licensing costs, thereby gaining a competitive edge in the market [14]. Group 3: Legal Proceedings and Outcomes - Xiaomi has frequently engaged in legal actions against the National Intellectual Property Administration (NIPA) in China, with over a thousand lawsuits filed in the past six years [17]. - Xiaomi's success rate in patent invalidation cases over the past three years is only 10.2%, significantly lower than the industry average of 28% [17]. - Following multiple rounds of legal battles, Xiaomi and Huawei reached a global patent cross-licensing agreement in September 2023, covering various communication technologies, including 5G [15]. Group 4: Implications for Industry - The ongoing patent disputes highlight the need for Chinese companies to collaborate and enhance their competitiveness in the global market [18]. - Datang Mobile's previous licensing agreements with companies like Apple and Lenovo suggest that negotiation may still be a viable path for resolving the current dispute with Xiaomi [18].

Group 1: Patent Awards and Innovations - BYD, along with several other companies from Shenzhen Pingshan, received various awards at the 25th China Patent Awards, with BYD winning a gold award in both patent and design categories [1] - Pingshan enterprises, led by BYD, have demonstrated strong innovation capabilities and intellectual property management, particularly in high-value patent creation [3] - The total number of patents authorized in Pingshan exceeded 11,000 in 2024, with over 25% being invention patents, and a year-on-year growth of 24.03% in effective invention patents [3] Group 2: Industry Growth and Strategic Initiatives - Pingshan District has implemented a strategy focused on innovation-driven development and strong intellectual property protection, leading to significant growth in PCT international patent applications, which reached 1,010 in 2024, a 60.06% increase [3] - The establishment of various intellectual property protection workstations aims to reduce patent operation costs and accelerate the transformation of technological achievements [4] - The district's knowledge property pledge financing registration amount reached 2.3 billion yuan in 2024, nearly tripling year-on-year [3] Group 3: Company Profiles - BYD, founded in 1995 and listed in 2002, is a leading player in the electric vehicle market, having sold over 4.25 million vehicles annually, making it the global sales champion [4] - Shenzhen Lianying Laser Co., Ltd. specializes in precision laser welding equipment and is a leading brand in the new energy sector [5] - Fuman Microelectronics Group Co., Ltd. integrates R&D, packaging, testing, and sales in the integrated circuit field, with a global presence in over 20 countries [5] - Shenzhen Xinzhoubang Technology Co., Ltd. focuses on electronic chemicals and functional materials, serving various industries including new energy and consumer electronics [6] - Shenzhen Bangjian Biomedical Equipment Co., Ltd. is a high-tech enterprise specializing in cardiac electrophysiology medical devices, with products sold globally [6] - Shenzhen Mannester Technology Co., Ltd. has broken foreign technology monopolies in coating technology and is expanding into new fields such as hydrogen fuel cells and semiconductor applications [7]

Core Insights - The rapid development of generative artificial intelligence (AI) is transforming knowledge production processes, necessitating a focus on ethical considerations to ensure its safe and reliable advancement [1][6]. Group 1: Evolution of Generative AI - Generative AI has evolved from theoretical foundations established between the 1950s and 1980s, focusing on probabilistic models, to practical applications with significant breakthroughs such as Generative Adversarial Networks (GAN) in 2014 and the emergence of large language models like GPT in 2018 [2]. - The commercial application of generative AI was marked by the launch of ChatGPT in late 2022, indicating a shift towards widespread use and the establishment of global standards in 2023-2024 [2]. Group 2: Role in Knowledge Production - Generative AI enhances knowledge production efficiency by rapidly processing vast amounts of data, enabling the generation of comprehensive literature reviews and high-quality educational content, thus supporting academic research and public science communication [3]. - The technology promotes knowledge innovation by integrating diverse fields of knowledge, allowing for new insights and creative designs that transcend traditional disciplinary boundaries [4]. Group 3: Ethical Considerations - The use of generative AI raises complex issues regarding intellectual property rights, as the ownership of generated content and the use of training data can lead to copyright disputes [5]. - Privacy concerns arise from the reliance on large datasets that may contain personal information, and the potential for generating low-quality or misleading information poses risks, particularly in sensitive fields like healthcare and finance [5].

Group 1 - The report indicates that the proportion of overseas patent applications by Chinese independent automotive brands has reached approximately 30%, with effective patents increasing by 12 percentage points year-on-year to 47%, reflecting the growing innovation capability of these brands in international markets [2] - The current overseas patent layout of domestic enterprises primarily relies on the Patent Cooperation Treaty (PCT), with 50% of patents not yet entering target markets, indicating a gap compared to multinational automotive companies [2][3] - The report emphasizes the need for Chinese automotive companies to enhance their overseas intellectual property risk prevention and response mechanisms, increase the layout of high-value patents abroad, and integrate patent strategies into their globalization processes [2][4] Group 2 - The report highlights a declining trend in global automotive patent litigation, primarily occurring in the United States and Europe, with China showing a potential increase in litigation activity [3] - It is crucial for the automotive industry, especially in the electric vehicle sector, to establish a cross-border intellectual property dispute response mechanism and utilize various resources to lower the costs of overseas rights protection [3][4] - The report suggests optimizing overseas patent layout strategies, managing standard essential patent risks, and enhancing international cooperation to expand global market influence [4][5] Group 3 - The report notes that the cost of managing patent assets for companies like Huayou Cobalt Industry reached approximately 1.85 million yuan in 2024, with annual maintenance fees around 450,000 yuan, indicating that existing patents may not be generating value and could become a liability [6] - There is an urgent need for patent asset integration, as existing patents are dispersed across different research teams and technical scenarios, requiring a systematic approach to create a cohesive patent protection network [6] - The report also addresses the high costs associated with communication standard essential patents (SEPs) in the automotive industry, which account for about 12% of the profit per vehicle [6][8] Group 4 - The rapid development of smart electric vehicles and the application of AI technologies have led to new intellectual property challenges, including high rates of infringement disputes related to AI patents [8] - The report emphasizes the importance of addressing copyright compliance risks during the training phase of AI models and respecting copyright systems in their application [8][9] - Data ownership disputes in the automotive industry are highlighted as a significant concern, with challenges related to privacy rights, national security, and the classification of data ownership [9]