TCL中环子公司与爱旭股份达成BC专利授权许可

中国光伏行业发展理念和逻辑正在发生深刻转型，正经历从“规模竞争”到“价值竞争”的历史性转型。作为深耕光伏技术长期主义的全球创新引领者，TCL中环始终秉持“技术为基、创新为核”的发展理念，以全球前瞻视野布局前沿技术，坚持高研发投入，构筑“研-产-权”一体化创新体系，驱动行业在可持续演进中迈向高阶发展轨道，凭借系统性技术护城河构建面向未来的产业长期竞争力。

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中环控股子公司Maxeon Solar Technologies, Ltd. ‌（以下简称“Maxeon Solar”）与上海爱旭新能源股份有限公司（以下简称“爱旭股份”）正式达成BC专利授权的协议。

根据协议，爱旭股份获得Maxeon Solar现有以及未来5年内新增的除美国以外的所有BC电池及组件专利授权且不涉及反向授权，双方将全面撤回并终止双方之间全部未决及潜在的专利争议。

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.

此次授权许可合作的达成，为光伏行业BC技术知识产权合作树立了新范式，是TCL中环以开放生态思维引领行业协作转型的战略实践。作为BC技术路线的早期布局者和持续创新者，TCL中环及Maxeon在BC领域拥有深厚的技术积累与全球专利网络。加强BC全球产业链协作，提升配套能力，引领光伏技术继续迭代，创造更多绿色增长动能，是推动行业健康发展的必然趋势。

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.

创新为本，尊重知识产权是行业健康发展的基石，TCL中环将继续坚持长期主义，与行业伙伴一起，加速构建BC生态，引领行业高质量发展，持续强化前沿技术研发，推动高效光伏技术商业化落地与场景创新，并携手开拓更深层次、更宽维度的战略协同。

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中环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