知识产权"出海"步伐加快 交在下未在 国内申请人提交的 PCT国际专利申请 同比增长12.7% 海牙体系外观设计申请 同比增长23.2% 2024年 PCT国际专利申请量 海牙体系外观设计申请量 均居全球第一 绿色低碳技术PCT国际专利 申请公开量达6356件 连续4年位居全球第- 截至2024年9月 我国与80多个国家和地区建立 稳定合作关系 正在实施的知识产权合作协议 超200份 2020-2024年 我国知识产权使用费年进出口总额 从3194.4亿元提升到3987.1亿元 年均增速5.7% 数据来源：工业和信息化部、国家知识产权局 积极开拓海外市场，成为越来越多中国企业的共识与行动。近年来，我国以新能源汽车、锂电池和光伏 产品为代表的"新三样"产业蓬勃发展，引领全球绿色转型潮流；在人工智能、低空经济、量子信息等产 业中，中国创新也在全球占据重要地位。 习近平总书记指出："创新是引领发展的第一动力，保护知识产权就是保护创新。"作为中国企业"走出 去"的必答题，知识产权"出海"有哪些特点和做法，相关知识产权保护体系如何完善？记者进行了采 访。 ——编 者 当地时间7月11日，瑞士日内瓦，2025年世界知识产 ...

随着市场"反内卷"的推进，大宗商品市场多个品种受追捧，相关期货合约价格的波动也显著加大。7月 23日晚间，广期所四箭齐发给市场降温并防控风险：对工业硅、多晶硅、碳酸锂等相关期货合约的涨跌 停板幅度、交易保证金标准、交易手续费标准和交易限额作出调整。 具体来看，自2025年7月25日结算时起，工业硅期货合约涨跌停板幅度调整为8%，投机交易保证金标准 调整为10%，套期保值交易保证金标准调整为9%。 光伏产业链另外两大品种7月23日也大幅震荡。其中，工业硅期货盘中一度大涨超5%，收盘仅涨 0.58%；碳酸锂则走势更弱，收盘大跌4.07%，价格最高触及74680元/吨，收盘跌破7万元，报69380元/ 吨。 华联期货表示，近期碳酸锂价格止跌企稳主要受成本支撑，锂矿价格上涨且供应增量。整体看碳酸锂市 场供需矛盾仍然严峻，预期供需双增但库存高位难去化，价格依旧承压，近期受政策影响盘面波动较 大。 广期所表示，如遇上述涨跌停板幅度、交易保证金标准与现行执行的涨跌停板幅度、交易保证金标准不 同时，按两者中幅度大、标准高的执行。 作为光伏电池的核心原材料，多晶硅期货在"反内卷"政策的驱动下率先爆发，成为本轮商品行情的领头 羊 ...

7月22日，据国家市场监督管理总局消息，由我国牵头制定的IEC（国际电工委员会）国际标准《分布 式光伏发电接入低压直流系统及用例》近日正式发布。该标准是光伏直流领域的首个国际标准，为分布 式光伏开发与新型配电系统建设奠定了基础，为全球分布式光伏产业的发展提供了指南。 我国是全球光伏制造和装机应用的第一大国，技术水平、产业规模均全球领先。在光伏领域，我国研究 院和头部企业积极为国际标准的制定贡献力量。 就在不久前，由中国提出的IEC国际标准提案《光伏产品碳足迹产品种类规则第1部分：光伏组件》正 式立项。这是全球光伏领域首个聚焦碳足迹核算的国际标准。这项国际标准由中国电子技术标准化研究 院牵头，通威股份有限公司等行业龙头企业及专家共同参与策划。中国专家作为项目组召集人，将组织 美国、德国、希腊、尼日利亚等国专家推动该标准研制。 在制冷压缩机领域，也实现了国际标准"中国造"。今年6月份，由珠海格力电器股份有限公司（以下简 称"格力电器"）联合合肥通用机械研究院和清华大学主导制定的两项制冷压缩机ISO（国际标准化组 织）国际标准《容积式制冷压缩机性能评价》与《离心式制冷压缩机性能评价》正式发布。 资深产业经济观察家、 ...

Core Insights - A transformative urban renewal is reshaping the Arabian Peninsula, focusing on physical space updates, economic diversification, and cultural influence enhancement, with significant cooperation between China and local entities [1][2] - The collaboration has led to the establishment of sustainable and culturally rich urban development models, exemplified by landmark projects like the world's largest single-unit photovoltaic power station [1] Historical Context - The historical ties between Saudi Arabia and China date back to the ancient Silk Road, with significant archaeological findings supporting this long-standing relationship [2] - Modern cooperation is driven by Saudi Arabia's Vision 2030, with Chinese enterprises contributing to energy structure adjustments and economic transformation [2] Green Energy Initiatives - The Al Shubaykah photovoltaic power station, with a total installed capacity of 2.6 GW, serves as a benchmark project for Saudi Arabia's Vision 2030, providing energy for zero-carbon residential communities and reducing carbon emissions by approximately 4.3 million tons annually [3] - Additional projects include a 2 GW photovoltaic power station and a 7.8 GWh energy storage project, enhancing energy security and stability in urban areas [3][4] Infrastructure Development - Significant infrastructure projects include the Saudi King University upgrade, valued at $1.13 billion, which incorporates lifecycle management and digital engineering systems [6] - The modular housing market in Saudi Arabia is projected to reach $6.02 billion by 2030, with a compound annual growth rate of 8.59% from 2025 to 2030, driven by the demand for rapid urbanization solutions [6] Urban Renewal and Cultural Heritage - The revitalization of historical sites like Diriyah and AlUla integrates traditional craftsmanship with modern technology, enhancing tourism and cultural experiences [10][12] - The restoration of the AlUla Royal Commission's projects has attracted 1.2 million visitors in 2023, generating an estimated $300 million in tourism revenue for 2024 [10] Transportation and Urban Efficiency - The Riyadh Metro, one of the largest driverless metro systems, is expected to reduce surface traffic by 30% and improve commuting efficiency by 40% [19] - Future urban transportation initiatives include the NEOM project, which aims to create a car-free vertical city, enhancing urban mobility through innovative design [20] Economic and Cultural Impact - The tourism sector's contribution to Saudi Arabia's GDP is projected to exceed 12% in 2024, reflecting the successful transformation of historical sites into cultural landmarks [22] - The collaboration between China and Saudi Arabia fosters cultural exchange and enhances global cultural influence through events like the AlUla Music Festival [22] Institutional Support and Investment - A high-level joint committee between China and Saudi Arabia has established over 60 agreements in key areas, providing a collaborative framework for urban renewal [23] - Direct investment from China in Saudi Arabia's renewable energy and smart city sectors increased by 25% in 2024, supporting ongoing projects and technological advancements [23]

Core Viewpoint - Corning Inc. has acquired JA Solar's component factory in Arizona, enhancing its vertical integration in manufacturing solar components in the U.S. [1][4] Group 1: Acquisition Details - Corning Inc. has purchased JA Solar Industrial Corp.'s factory in Arizona, which will become part of Corning's wholly-owned subsidiary, American Panel Solutions [1] - JA Solar announced a $60 million investment in Phoenix, Arizona, to build 2GW of photovoltaic module capacity, initially planned to start operations in Q4 2023, but the factory will only begin ramping up production by Q4 2024 [2] - The acquisition of JA Solar's factory marks JA Solar as the second Chinese solar company to sell its U.S. component factory, following Trina Solar's sale of its 5GW module factory to FREYR Battery, Inc. [3] Group 2: Corning's Strategic Moves - Corning, established in 1851, is a leading manufacturer of specialty glass and ceramics, recognized as a Fortune 500 company [4] - The acquisition is part of Corning's strategy to strengthen its manufacturing capabilities in the U.S., following its announcement to build a solar wafer manufacturing facility in Michigan [4] - Corning has also partnered with solar manufacturers Sunniva and Heliene to produce a complete range of solar components in the U.S., from polysilicon to panels [4]

Investment - The article discusses various investment opportunities in new materials, semiconductors, and renewable energy sectors, highlighting the importance of understanding market trends and technological advancements [1][4]. Semiconductor - It covers a wide range of semiconductor materials and technologies, including photolithography, electronic specialty gases, and advanced packaging materials, emphasizing the growth potential in these areas [1][3]. - The article mentions the significance of third and fourth generation semiconductors, such as silicon carbide and gallium nitride, which are crucial for future technological developments [1][3]. New Energy - The focus is on the growth of new energy technologies, particularly lithium batteries, solid-state batteries, and hydrogen energy, which are expected to drive significant market changes [1][3]. - It highlights the importance of materials like silicon-based anodes and composite current collectors in enhancing battery performance [1][3]. Photovoltaics - The article outlines the advancements in photovoltaic materials, including solar glass and back sheets, and discusses the role of perovskite materials in improving solar cell efficiency [1][3]. New Display Technologies - It addresses the emerging display technologies such as OLED, MiniLED, and MicroLED, along with the materials used in these displays, indicating a shift towards more efficient and high-quality visual technologies [3]. Fibers and Composite Materials - The article explores the development of advanced fiber materials, including carbon fiber and aramid fiber, which are essential for lightweight and high-strength applications in various industries [3]. Notable Companies - It lists key players in the new materials and semiconductor sectors, including ASML, TSMC, and Tesla, emphasizing their roles in driving innovation and market growth [4]. Investment Strategies - The article outlines different investment stages, from seed to pre-IPO, detailing the associated risks and characteristics of companies at each stage, which is crucial for making informed investment decisions [6].

Economic Performance - In the first half of the year, Baotou's GDP reached 232.28 billion yuan, with a year-on-year growth of 7.0%, outperforming the national growth rate of 5.3% and the regional rate of 5.4% by 1.7 and 1.6 percentage points respectively [1] - The contribution rates to economic growth from the primary, secondary, and tertiary industries were 0.8%, 60.7%, and 38.5% respectively, with the secondary industry showing a significant increase of 9.6% [1] Industrial Development - Baotou has four trillion-yuan industries: rare earth, crystalline silicon photovoltaic, steel, and aluminum, with significant growth in rare earth (16.7%), crystalline silicon photovoltaic (14.1%), and onshore wind power equipment (32.6%) [2] - The industrial added value of Baotou's new industries, including fluorochemical, carbon fiber, and hydrogen energy storage, grew by 12.5%, slightly above the overall industrial growth rate [2] Investment Trends - Investment in the wind power industry increased by 300% year-on-year, contributing 12.0 percentage points to total investment growth, while investment in the rare earth industry surged by 93.4%, adding 2.9 percentage points [3] - Baotou aims to achieve a total GDP of around 500 billion yuan by the end of the year, marking a significant step towards reaching its historical peak [2]

Economic Performance - Baotou's GDP for the first half of the year reached 232.28 billion yuan, with a year-on-year growth of 7.0%, surpassing national (5.3%) and regional (5.4%) averages by 1.7 and 1.6 percentage points respectively [2] - The GDP composition by industry shows the primary sector at 2.2 billion yuan (4.9% growth), secondary sector at 109 billion yuan (9.6% growth), and tertiary sector at 121.08 billion yuan (4.9% growth), with respective contributions to economic growth of 0.8%, 60.7%, and 38.5% [2] Industrial Growth - The industrial output value in Baotou increased by 12.3% year-on-year, significantly higher than the national (6.4%) and regional (7.1%) averages, marking 58 consecutive months of double-digit growth [3] - Key industries include rare earth, crystalline silicon photovoltaic, steel, and aluminum, with respective growth rates of 16.7%, 14.1%, and 32.6% for rare earth, crystalline silicon photovoltaic, and onshore wind power equipment [3] Investment Trends - Baotou is focusing on wind power and rare earth industries, with wind power investments increasing by 300% year-on-year and rare earth investments growing by 93.4% [4] - The city aims to achieve an economic total of around 500 billion yuan by the end of the year, indicating a significant step towards reaching its historical peak [4] Strategic Transition - Baotou is actively seeking a "second growth curve" by transforming its resource-based economy, leveraging its rich resources and financial strength [5]

连续上攻后，市场预期有哪些新变化 20250723 摘要 事件性催化及资金驱动：雅下水利工程 1.2 万亿投资和工信部稳增长方 案提振基建板块，煤炭供给侧担忧推高资源品价格。上证综指突破关键 点位后，新入场资金涌入低估值基建和周期品板块，形成共振效应。 雅下水利工程的情绪影响：尽管中信建投测算其对 GDP 拉动仅为 0.15%，但市场将其视为反内卷政策的一部分，叠加周期性板块估值偏 低，引发市场强烈反应，需警惕"A 字形"走势风险。 市场对反内卷政策的偏好：市场更认可上游资源品，因其供给侧改革经 验丰富。对光伏、锂电等领域的需求侧政策及民营企业占比存在担忧。 上游资源品作为供给侧改革映射行情，更易获市场认可。 短期与长期投资策略冲突：短期内可跟随上游资源品期货价格操作，但 官方态度谨慎。长期应围绕反内卷政策及光伏、锂电、汽车等方向布局。 基建和上游资源品板块存在长逻辑与短逻辑的冲突。 市场风险偏好提升：中美关系缓和，VIX 指数降至 2 月以来最低水平， 外部环境担忧减小。增量资金入市情况良好，两融融资买入占比突破 10%，杠杆资金看好后市，预示中长期行情启动。 Q&A 近期 A 股市场连续上涨的原因是什么？ ...

摘要 光伏行业在行业协会引导下，通过企业自律和头部企业联合挺价，产业 链价格得到快速修复，多晶硅期货市场涨幅显著，现货价格亦大幅上涨， 表明反内卷措施初步见效。 6 月份国内光伏装机数据为 14.36GW，与去年同期持平，符合预期， 显示反内卷措施有效遏制了低价竞争，推动产业链价格回归正常水平， 但长期价格修复仍依赖供需结构改善。 长期来看，光伏行业需通过企业联合减产和头部企业联合收储等方式限 制产能，引导长期供需平衡，同时关注 BCA 新技术进展及贱金属浆料降 本带来的催化效应。 未来影响光伏行业发展的因素包括高层对反内卷的进一步指示、硅料收 储方案的进展以及新技术带来的催化效应，当前市场仍处于分歧中的上 行阶段。 在反内卷过程中，上游硅料环节受益最大，因提价措施首先从上游开始 传导，硅料生产商直接享受利润提升，中下游环节也因成本核算调整逐 步提高产品售价。 光伏行业反内卷跟踪及展望 20250723 Q&A 光伏行业近期的反内卷行情备受关注，具体有哪些措施正在实施？ 近期光伏行业的反内卷主要通过提价和限产两大基本路线来缓解过度的低价竞 争。与 2015 年钢铁、水泥等行业的供给侧改革不同，光伏行业主要由民 ...