今年2月，隆基绿能在山东省济南市中级人民法院对晶科能源提起专利侵权诉讼，指控其产品侵犯隆 基的专利技术，并要求停止制造、销售及许诺销售涉嫌侵权的产品。济南市中级人民法院已受理该起 诉，预计3月20日开庭审理。 2025.09. 19 本文字数：1221，阅读时长大约3分钟 作者 | 第一财经 陆如意 9月19日晚间，隆基绿能（601012.SH）与晶科能源（688223.SH）官微联合公告称，双方及双方 关联公司在全球范围内进行的相关专利主张和法律事项已达成和解协议。 两家公司共同宣布："结束在全球范围内进行的全部专利纠纷法律程序，并就双方各自持有的部分核 心专利的交叉授权许可达成相关商业安排。" 除了现有诉讼的和解，据隆基绿能与晶科能源官微晚间消息，未来，两家公司将继续加大新技术研 发，加速先进技术的商业化与应用创新，并在未来探讨更深层次的合作。 一直以来，晶科能源在TOPCon专利方面处于行业领先地位，隆基绿能在BC技术专利方面领跑行 业，此前这两家企业的专利纠纷也主要围绕TOPCon技术，并互为原告和被告。第一财经记者注意 到，今晚官微信息更多地是展现一个龙头企业合作的态度，联合声明的信号意义更强，并没 ...

隆基绿能和晶科能源宣布，结束在全球范围内进行的全部专利纠纷法律程序。 9月19日晚间，隆基绿能（601012.SH）与晶科能源（688223.SH）官微联合公告称，双方及双方关联公司在全球范 围内进行的相关专利主张和法律事项已达成和解协议。 两家公司共同宣布："结束在全球范围内进行的全部专利纠纷法律程序，并就双方各自持有的部分核心专利的交叉 授权许可达成相关商业安排。" 2025年起，光伏企业间的竞争进入白热化，并从"价格战"蔓延至"专利战"，企业间的专利纠纷持续高企。 除了今日官宣"和解"的隆基绿能和晶科能源，天合光能（688599.SH）、阿特斯（688472.SH）、晶澳科技 （002459.SZ）、正泰新能（正泰集团子公司，601877.SH）等也先后卷入这轮专利围猎。 今年3月3日，隆基绿能在美国向得克萨斯州东区联邦地区法院对晶科能源及其子公司提起专利侵权诉讼，指控后者 的TOPCon技术及其他多款光伏组件产品侵犯其美国专利，要求其禁止销售相关产品并赔偿经济损失。 今年2月，隆基绿能在山东省济南市中级人民法院对晶科能源提起专利侵权诉讼，指控其产品侵犯隆基的专利技 术，并要求停止制造、销售及许诺销售涉 ...

当天，一位业内人士对记者分析称，隆基绿能与晶科能源分别在BC和TOPCon的专利储备上处于行业首 位，这两大光伏巨头达成合作并实现核心技术相互授权，将形成覆盖BC与TOPCon两大主流技术路线 的"最强组合"。 基于此，两家公司联合宣布，就双方及双方关联公司在全球范围内正在进行的相关专利主张和法律事项 达成和解协议。根据和解协议，双方同意：结束在全球范围内正在进行的全部专利纠纷法律程序，并就 双方各自持有的部分核心专利的交叉授权许可达成相关商业安排。 声明称，本次和解及专利授权，体现了双方尊重知识产权、寻求合作共赢的良好意愿，也为行业树立了 长期可持续知识产权伙伴关系的典范。两家公司将继续加大新技术研发，加速先进技术的商业化与应用 创新，并在未来探讨更深层次的合作。相信这将鼓励更多光伏企业投入研发创新，形成良性竞争生态， 构建光伏行业健康、有序的知识产权生态，推动行业可持续发展。 9月19日，《每日经济新闻》记者联系了隆基绿能与晶科能源欲了解具体细节，有关负责人均表示以声 明内容为准。 每经记者｜黄鑫磊 每经编辑｜魏官红 9月19日，光伏行业两大龙头隆基绿能（SH601012，股价16.9元，市值1280.6 ...

本报记者 殷高峰 曹琦 《声明》称，当前，光伏行业逐步从价格竞争转向以技术创新驱动的高质量发展阶段。隆基绿能和晶科能源作为光伏行业的领军 企业，始终将持续技术和产品创新置于战略核心，持续投入研发并积极布局全球知识产权，展现出对创新价值和知识产权保护的 高度认同与长期承诺。 基于此，2025年9月19日，隆基绿能与晶科能源联合宣布，就双方及双方关联公司在全球范围内正在进行的相关专利主张和法律 事项达成和解协议。 根据和解协议，双方同意：结束在全球范围内正在进行的全部专利纠纷法律程序，并就双方各自持有的部分核心专利的交叉授权 许可达成相关商业安排。 两家头部光伏企业持续多年的专利诉讼终于落下帷幕。 9月19日晚间，隆基绿能（601012）科技股份有限公司（以下简称"隆基绿能"）和晶科能源股份有限公司（以下简称"晶科能 源"）在各自公司的官方微信公众号上发布了《关于达成专利诉讼和解的联合声明》（以下简称《声明》）。 根据《声明》，本次和解及专利授权，体现了双方尊重知识产权、寻求合作共赢的良好意愿，也为行业树立了长期可持续知识产 权伙伴关系的典范。两家公司将继续加大新技术研发，加速先进技术的商业化与应用创新，并在未来 ...

Group 1 - The core viewpoint is that the supply-side reform efforts by associations and major manufacturers are expected to yield positive results in the future, particularly in the context of pressure on downstream profitability [1] - Investment technologies with high cost-performance ratios, such as 0BB, POLY-Finger, and significantly efficient BC technology, are likely to benefit from these reforms [1] - The domestic wind power installation is projected to experience rapid growth by 2025, driven by large-scale bidding in 2024, with stable bidding prices for onshore wind power benefiting the profitability of the industry chain [1] Group 2 - Offshore wind power projects are gradually starting as policies become clearer, ensuring the future growth potential of the industry through deep-sea projects and various competitive projects [1] - The Carbon Neutrality 50 ETF (159861) tracks the Environmental Protection 50 Index (930614), which selects listed companies involved in clean energy, waste management, and pollution control, reflecting the overall performance of the environmental industry [1] - The Environmental Protection 50 Index has a high industry concentration and distinct thematic characteristics, effectively showcasing investment opportunities in the environmental sector [1]

Core Viewpoint - The China Electromechanical Industry Association has issued an initiative to oppose unfair competition in the photovoltaic industry, emphasizing the need for fair competition, capacity control, technological innovation, and adherence to self-discipline agreements [1]. Group 1: Industry Challenges - The photovoltaic industry is facing severe supply-demand imbalance, with production capacity exceeding 1200 GW by the end of 2024, while global demand is only around 580 GW, leading to a drastic price drop of 18% year-on-year in Q4 2024 [2]. - Many companies in the A-share photovoltaic sector are expected to report losses, with only a few, such as Hengdian East Magnetic and Foster, forecasting positive net profits [2]. Group 2: Response to Market Conditions - Despite the pressure from limited market demand, there are signs of price recovery across the entire industry chain, with increases of 20%-30% attributed to various initiatives from government bodies and industry associations [5]. - The transition from "scale competition" to "quality competition" is seen as crucial for the survival of companies and the overall industry, aligning with global energy transition goals [6][9]. Group 3: Technological Advancements - The photovoltaic industry is undergoing a technological revolution, with N-type batteries becoming mainstream and TOPCon technology accounting for over 75% of production capacity [6]. - Leading companies are increasing R&D investments to innovate and improve product quality, focusing on N-type battery and BC technology advancements [7]. Group 4: Global Market Considerations - Companies with significant export ratios need to be mindful of changes in export tax rebate policies, as the pricing dynamics in overseas markets mirror domestic conditions [9]. - The shift from "scale advantage" to "quality advantage" signifies a profound transformation in the Chinese photovoltaic industry, which is critical for its strategic position in the global green energy landscape [9].

Group 1 - The photovoltaic concept stocks rebounded, with significant gains in the photovoltaic equipment sector, including companies like JinkoSolar and Haiyou New Materials [1] - JinkoSolar's mid-year performance forecast indicates an expected net profit of 1.7 billion to 1.96 billion yuan for the first half of 2025, representing a year-on-year growth of 38.65% to 59.85% [2] - The Ministry of Industry and Information Technology issued a notice regarding the 2025 annual special energy-saving inspection tasks for the polysilicon industry [2] Group 2 - The silicon wafer prices continued to rise, with average price increases of approximately 0.1 yuan per piece across various specifications, driven by rising raw material costs and increased downstream orders [2] - The BC battery sector is favored by multiple institutions, with a focus on the BC technology route as major manufacturers have paused domestic TOPCon expansion plans [3] - The current planning for new or modified XBC production capacity is nearly 90 GW, which is expected to drive equipment demand growth [3]

Core Viewpoint - The current state of the new energy vehicle (NEV) industry mirrors that of the photovoltaic (PV) industry, with both sectors facing challenges from price wars and cost-cutting measures that threaten innovation and overall industry health [1][2]. Group 1: Industry Challenges - The price war in the PV sector has led to a significant decline in prices across the supply chain, with prices for polysilicon and components dropping nearly 30%, despite a 28.3% year-on-year increase in new installations [2][3]. - Major PV companies, including Longi Green Energy and Tongwei Co., have reported substantial revenue declines and losses, indicating that the aggressive pricing strategies are unsustainable [2][3]. - The NEV industry is currently experiencing a similar price war, with many companies unable to differentiate their products, leading to increased losses and cash flow issues [2][3]. Group 2: Capacity Expansion and Market Dynamics - The PV industry has faced severe overcapacity, driven by both market competition and local government incentives, which has historically led to inefficiencies and a poor market experience [3][4]. - The NEV sector is beginning to see similar patterns, with calls from industry leaders to halt new factory constructions and instead utilize existing overcapacity [3][4]. - The PV industry is now encouraging mergers and acquisitions to consolidate and eliminate low-quality capacity, a trend that is expected to emerge in the NEV sector as well [4][5]. Group 3: Innovation and Intellectual Property - The lack of intellectual property protection has hindered innovation in the PV sector, with new technologies quickly becoming common knowledge and not providing competitive advantages to early innovators [5][6]. - The NEV industry is undergoing a transformation that emphasizes the importance of innovation, particularly in software and artificial intelligence, necessitating both investment in R&D and protection of innovative outcomes [5][6]. - A supportive market environment that encourages and protects innovation is essential for the long-term success of both the PV and NEV industries in the global market [6][7].

Core Viewpoint - The current state of the new energy vehicle (NEV) industry mirrors that of the photovoltaic (PV) industry, with both sectors facing challenges from price wars and cost-cutting measures that threaten innovation and overall profitability [1][2]. Group 1: Industry Challenges - The price war in the PV sector has led to a significant decline in prices across the supply chain, with prices for polysilicon and components dropping nearly 30%, despite a 28.3% year-on-year increase in new installations [2]. - Major PV companies, including Longi Green Energy and Tongwei Co., have reported substantial revenue declines and losses, indicating that the aggressive pricing strategies are unsustainable [2][3]. - The NEV industry is experiencing similar pressures, with some companies facing increasing losses and cash flow issues, highlighting the risks of relying solely on price competition [2][3]. Group 2: Capacity Expansion and Market Dynamics - The PV industry has seen severe overcapacity, driven by both market competition and local government incentives, which has historically led to inefficiencies and market saturation [4]. - The NEV sector is beginning to echo these patterns, with calls from industry leaders for a halt to new factory constructions in favor of utilizing existing overcapacity [4][5]. - Mergers and acquisitions are being encouraged in both industries as a means to consolidate and eliminate low-quality capacity, supported by recent regulatory changes [4][5]. Group 3: Innovation and Intellectual Property - The lack of intellectual property protection has hindered innovation in the PV sector, where new technologies quickly become widely adopted without adequate rewards for the original innovators [6][7]. - The NEV industry must prioritize protecting innovation and fostering a supportive environment for technological advancements to avoid repeating the mistakes of the PV sector [6][7]. - A collaborative approach involving policy support is essential for creating a market environment that encourages and protects innovation across both industries [7][8].

Core Viewpoint - The current challenges faced by the Chinese photovoltaic (PV) industry, particularly regarding price wars and overcapacity, serve as a cautionary tale for the automotive industry, which is experiencing similar pressures in its transition to electric and smart vehicles [1][2][3]. Group 1: Industry Challenges - The PV industry has seen a significant increase in production, with polysilicon, battery cells, and modules all growing over 10% year-on-year in 2024, while new installations reached 277.57 GW, a 28.3% increase [2]. - Despite the growth in production and demand, prices for key components in the PV supply chain have dropped nearly 30%, leading to a decline in overall industry revenue [2]. - Major PV companies, including Longi Green Energy and Tongwei Co., have reported substantial revenue declines and losses, indicating a troubling trend in profitability [2][3]. Group 2: Price Wars and Competition - The automotive industry is currently engaged in aggressive price competition, which has not yet resulted in the same level of industry-wide losses seen in the PV sector, but poses risks as many companies struggle to differentiate their products [2][3]. - The phenomenon of price wars is often accompanied by homogeneous capacity expansion, which can lead to inefficiencies and market saturation [3][4]. Group 3: Innovation and Intellectual Property - The lack of intellectual property protection for innovators in the PV sector has hindered the ability of pioneering companies to capitalize on their technological advancements, leading to rapid diffusion of innovations across competitors [6][7]. - The automotive industry must prioritize both research and development and the protection of innovative outcomes to avoid repeating the mistakes of the PV sector [6][7]. Group 4: Future Directions - Both the PV and automotive industries are encouraged to pursue mergers and acquisitions to eliminate low-quality capacity and enhance market efficiency, supported by policy initiatives [4][5]. - A conducive market environment that fosters and protects innovation is essential for the sustainable growth of both industries, allowing them to leverage China's manufacturing advantages on a global scale [7].