中國光伏行業(yè)發(fā)展理念和邏輯正在發(fā)生深刻轉(zhuǎn)型，正經(jīng)歷從“規(guī)模競爭”到“價值競爭”的歷史性轉(zhuǎn)型。作為深耕光伏技術(shù)長期主義的全球創(chuàng)新引領(lǐng)者，TCL中環(huán)始終秉持“技術(shù)為基、創(chuàng)新為核”的發(fā)展理念，以全球前瞻視野布局前沿技術(shù)，堅持高研發(fā)投入，構(gòu)筑“研-產(chǎn)-權(quán)”一體化創(chuàng)新體系，驅(qū)動行業(yè)在可持續(xù)演進中邁向高階發(fā)展軌道，憑借系統(tǒng)性技術(shù)護城河構(gòu)建面向未來的產(chǎn)業(yè)長期競爭力。

China's photovoltaic (PV) industry is undergoing a profound transformation in its underlying philosophy and strategic direction, shifting from “scale-based competition” to a new era of “value-based competition.” As a global innovation leader committed to long-termism in PV technology, TCL Zhonghuan has consistently upheld a development philosophy of “technology as the foundation, innovation at the core.” Leveraging a forward-looking global vision, we focus on cutting-edge technologies and maintain high R&D investment to build an integrated “R&D-production-IP” innovation system. This drives the industry toward a higher stage of sustainable advancement and strengthens long-term competitiveness with a systematic technological moat.

2026年2月6日，TCL中環(huán)控股子公司Maxeon Solar Technologies, Ltd. ?（以下簡稱“Maxeon Solar”）與上海愛旭新能源股份有限公司（以下簡稱“愛旭股份”）正式達成BC專利授權(quán)的協(xié)議。

根據(jù)協(xié)議，愛旭股份獲得Maxeon Solar現(xiàn)有以及未來5年內(nèi)新增的除美國以外的所有BC電池及組件專利授權(quán)且不涉及反向授權(quán)，雙方將全面撤回并終止雙方之間全部未決及潛在的專利爭議。

On February 6, 2026, Maxeon Solar Technologies, Ltd. ("Maxeon"), a subsidiary of TCL Zhonghuan, announced that it has reached a settlement with Shanghai Aiko Solar Energy Co., Ltd. ("AIKO") have formally reached a BC patent licensing agreement.

Pursuant to the agreement, AIKO will obtain a license to all of Maxeon’s BC solar cell and module patents outside of the United States, including both existing patents and those to be newly added over the next five years, with no reverse licensing involved. Both parties will fully withdraw and terminate all pending and potential patent disputes between them.

此次授權(quán)許可合作的達成，為光伏行業(yè)BC技術(shù)知識產(chǎn)權(quán)合作樹立了新范式，是TCL中環(huán)以開放生態(tài)思維引領(lǐng)行業(yè)協(xié)作轉(zhuǎn)型的戰(zhàn)略實踐。作為BC技術(shù)路線的早期布局者和持續(xù)創(chuàng)新者，TCL中環(huán)及Maxeon在BC領(lǐng)域擁有深厚的技術(shù)積累與全球?qū)＠W(wǎng)絡(luò)。加強BC全球產(chǎn)業(yè)鏈協(xié)作，提升配套能力，引領(lǐng)光伏技術(shù)繼續(xù)迭代，創(chuàng)造更多綠色增長動能，是推動行業(yè)健康發(fā)展的必然趨勢。

This agreement sets a new paradigm for intellectual property cooperation in BC technology within the PV sector. It marks TCL Zhonghuan’s strategic practice of leading industrial collaboration through an open ecosystem mindset. As an early adopter and continuous innovator in the BC technology pathway, TCL Zhonghuan, along with Maxeon, has built substantial technical expertise and a global patent portfolio in the BC domain. Strengthening global collaboration within the BC supply chain and enhancing ecosystem capabilities to drive ongoing PV technology iteration and green growth is a necessary trend for promoting the healthy development of the industry.

創(chuàng)新為本，尊重知識產(chǎn)權(quán)是行業(yè)健康發(fā)展的基石，TCL中環(huán)將繼續(xù)堅持長期主義，與行業(yè)伙伴一起，加速構(gòu)建BC生態(tài)，引領(lǐng)行業(yè)高質(zhì)量發(fā)展，持續(xù)強化前沿技術(shù)研發(fā)，推動高效光伏技術(shù)商業(yè)化落地與場景創(chuàng)新，并攜手開拓更深層次、更寬維度的戰(zhàn)略協(xié)同。

Innovation-driven development and respect for intellectual property are the cornerstones of the industry’s healthy growth. TCL Zhonghuan will remain committed to long-termism and work together with industry partners to accelerate the construction of the BC ecosystem. We aim to lead the industry toward high-quality development, continuously strengthen frontier R&D, foster the commercialization and scenario-based innovation of high-efficiency PV technologies, and jointly explore deeper and broader dimensions of strategic collaboration.

TCL中環(huán)新能源科技股份有限公司

2026年2月6日

TCL Zhonghuan Renewable Energy Technology Co., Ltd.

February 6, 2026

Nengyuanyihao@126.com