华为专利第一，为什么不能反向卡美国企业的脖子？华为在专利领域展现多维度领先：5G 标准必要专利（SEP）全球第一，占比约15%（不同机构统计略异），覆盖全产业链技术； 连续八年蝉联PCT国际专利申请量全球第一，2024年提交6,600件，全球有效授权专利超15 万件，90%为发明专利 。其专利布局横跨光通信（市场份额超30%）、智能光伏、AI计算集 群（算力全球第一）、智能汽车（高阶智驾专利第一）等关键领域。尽管在IFI美国专利授 权量排名第五，但华为凭借国际布局广度和技术垂直深度，成为全球科技竞争中技术标准话 语权的重要掌控者。 其实真相是美国的一些企业并没有错，也没有啥问题，你干嘛要去卡脖子？其实全球的很多科技企业是 希望科技无国界的，是希望保持全球合作的！因为可以保持活力保持竞争力！ 虽然这两年华为和一些中国企业进步很大，也在努力的实现全产业链的自主化。但依旧还是无法做到完 全的全产业链，美国就算卡脖子，它也没有敢完全卡，也只是针对他们认为的关键技术卡脖子！那也就 意味着我们可以集中力量，针对一点上或者这个技术相关的基数进行突围！ 所以我们看到了华为手机的信号是5A，华为官方还声明5A就是5A和5G没有 ...

Core Viewpoint - The resolution between Longi Green Energy and JinkoSolar marks the end of a prolonged patent dispute, reflecting the survival wisdom of the photovoltaic industry during a period of deep adjustment [1][4]. Group 1: Patent Dispute and Resolution - Longi Green Energy and JinkoSolar have reached a settlement agreement to end all ongoing patent disputes globally, including cross-licensing of core patents [1][3]. - The patent conflict escalated to 13 public cases across key markets such as Japan, Australia, and Europe, indicating a significant technological rivalry in the photovoltaic sector [2]. - Both companies possess substantial patent portfolios, with Longi holding 480 BC battery component patents and Jinko having over 5,500 patents, leading to a complex interdependence in their technologies [2][3]. Group 2: Financial Performance and R&D Investment - In the first half of 2025, JinkoSolar's revenue fell by 32.63% with a net loss of 2.909 billion yuan, while Longi Green Energy's revenue decreased by 14.83% with a net loss of 2.569 billion yuan [3]. - Both companies have invested heavily in R&D, with JinkoSolar and Longi Green Energy spending 6.899 billion yuan and 7.721 billion yuan respectively in 2023, totaling 14.620 billion yuan [3]. Group 3: Industry Implications and Future Collaboration - The settlement is seen as a shift from internal competition to collaborative synergy within the photovoltaic industry, with seven of the top ten global manufacturers involved in patent disputes [4][5]. - The agreement allows for a "technology alliance" that enhances global competitiveness and addresses the slow clearance of low-tech production capacity in the industry [4][5]. - The resolution encourages a transition from price competition to value competition, promoting innovation and reducing market homogenization [5][6]. Group 4: Strategic Response to Market Challenges - The collaboration between Longi and Jinko is a strategic response to global market uncertainties, as both companies now hold a significant number of patents, enabling them to set industry standards [5][6]. - The ongoing trade barriers and regulatory challenges in overseas markets necessitate a united front among leading companies to avoid giving competitors an advantage [5][6]. - Future discussions between Longi and Jinko may include deeper cooperation in overseas project development and supply chain collaboration, enhancing their risk resilience [5][6].

Core Viewpoint - Longi Green Energy and JinkoSolar have announced the resolution of all patent disputes globally, indicating a shift towards collaboration in the solar industry [1][3]. Group 1: Patent Dispute Resolution - Longi Green Energy and JinkoSolar have reached a settlement agreement to end all patent disputes and legal proceedings globally [1]. - The companies will engage in cross-licensing agreements for certain core patents and will continue to enhance R&D efforts and explore deeper cooperation in the future [1][3]. Group 2: Industry Context - JinkoSolar has been a leader in TOPCon patent technology, while Longi Green Energy leads in BC technology patents, with previous disputes primarily focused on TOPCon technology [3]. - Longi Green Energy filed a patent infringement lawsuit against JinkoSolar in the U.S. and China earlier this year, accusing Jinko of infringing on its patents related to TOPCon technology and other photovoltaic products [3][4]. - The competitive landscape in the solar industry is intensifying, with a shift from price wars to patent wars, as highlighted by the involvement of other companies like Trina Solar and Canadian Solar in similar disputes [4]. Group 3: Industry Leaders' Perspectives - Longi's founder expressed concerns about the negative impact of patent disputes on the industry, emphasizing the need for collaboration rather than competition over patents [4]. - Industry leaders, including Trina Solar's chairman, have advocated for joint R&D and patent sharing to foster innovation and avoid detrimental competition [4].