tenplayvideopoker|德和科技：专利被诉逾3年背后“恩怨”未休 颁奖单位“上位”专利权共有人

Jinzheng Research North Capital Center Chunshan / author Xishan Tinglu / risk Control

In 2022, the overall operation of the domestic thermal insulation and energy-saving materials industry increased steadily, with an output of 8.75 million tons, an increase of 2% over the same period last year.Tenplayvideopoker.94%. In the development of the thermal insulation and energy-saving materials industry for many years, Dehe Technology Group Co., Ltd. (hereinafter referred to as "Dehe Technology") submitted the application materials for listing on the main board to the Shenzhen Stock Exchange, which was accepted on February 27, 2023.

Behind him, the general manager of Dehe Technology and some of its core technicians joined Dehe Technology after leaving from a competitor, who then filed a patent infringement lawsuit. To measure the market share in terms of production capacity and output, competitors' market share is higher than that of Dehe Technology. On the other hand, within the scope of the merger, the parent company of Dehe Technology plus subsidiaries has a total of ten main bodies, and only one subsidiary is recognized as a high-tech enterprise. In addition, Dehe Science and Technology not only accounts for a lower proportion of R & D investment than the average of its peers, but also ranks behind in invention patents. It is worth mentioning that the award unit of Dehe Technology is the co-owner of the patent of Dehe Science and Technology.

First, the general manager and some of the core technical personnel are from competitors, and there has been a "grudge" behind the patent lawsuit for more than 3 years.

In recent years, in the sprint stage of listing, the proposed listed companies receive patent lawsuits from their peers about the main business products from time to time. It is worth noting that the general manager of Dehe Technology and some of its core technicians joined Dehe Technology after leaving from a competitor, and the competitor has since filed a patent infringement lawsuit.

1.1 from 2019 to 2023, Zhenshen Zhenshen filed a patent lawsuit, and the revenue from foam glass accounted for more than 30% of the revenue.

According to the prospectus signed by Dehe Technology on December 25, 2023 (hereinafter referred to as "the prospectus signed on December 25, 2023"), as of the signing date, Dehe Technology and its subsidiary Nantong Jiahai Thermal Insulation Materials Co., Ltd. (hereinafter referred to as "Nantong Jiahai") are involved in patent infringement litigation (hereinafter referred to as "litigation") of ZL200810062869.3 patent (hereinafter referred to as "patent involved").

In June 2023, Zhejiang Zhenshen adiabatic Technology Co., Ltd. (hereinafter referred to as "Zhenshen adiabatic") filed a lawsuit with the Suzhou Intermediate Court, claiming that the defendant Dehe Technology and Nantong Jiahai infringed upon the patent rights related to the patent by manufacturing, using, selling and promising to sell their patented products.

In addition, Zhenshen adiabatic requested that Dehe Technology immediately stop manufacturing, using, selling, and promising to sell infringing products that infringed upon the plaintiff's patent right for invention, and ordered Dehe Technology to compensate the plaintiff for economic losses of 50 million yuan and reasonable expenses of 500000 yuan, and ordered Dehe Technology to bear all the litigation costs of this case.

The lawsuit was held on August 1, 2023, and on November 3, 2023, after a judgment of first instance, the Suzhou Intermediate Court rejected the plaintiff's claim for Zhenshen adiabatic.

It should be mentioned that in 2019, Zhenshen adiabatic also filed a lawsuit with the court on the above-mentioned patents.

According to the prospectus signed on December 25, 2013, Zhenshen adiabatic once filed a patent infringement lawsuit with Nanjing Intermediate Court for (2019) Su 01, 2376 at the beginning of the Republic of China.

The Nanjing Intermediate Court held a public hearing on June 3, 2020. After on-the-spot inspection by the court, Zhenshen submitted an application for withdrawal to the Nanjing Intermediate Court on July 16, 2020. The Nanjing Intermediate Court made a ruling on August 21, 2020 to allow Zhenshen to withdraw the lawsuit.

In addition, Dehe Technology disclosedTenplayvideopokerThe application of the patent involved in the lawsuit in its production process is discussed.

According to the prospectus signed on December 25, 2023, ball milling is a step in the overall production process of foam glass, which involves transferring the mixture to a ball mill and obtaining powder, which is a process of physical grinding. Ball milling process is one of the steps for the production of foam glass by Dehe Technology.

From 2020 to 2022 and from January to June 2023, the proportion of Dehe's foam glass materials and engineering income to its current combined operating income was 51.91%, 50.06%, 36.59% and 34.29%, respectively. In the same period, the gross profit margin of Dehe foam glass materials and engineering accounted for 70.37%, 64.43%, 56.63% and 47.84%, respectively.

In addition, the production of foam glass requires many steps, such as mixing, ball milling, molding, foaming, demoulding and annealing. The production equipment protected by the patent is only the raw material preparation device used in the production of foam glass. It only involves the grinding stage of raw material preparation. Compared with the formula of foam glass (the production of furnace glass, the proportion of waste glass and furnace glass, etc.) and other production processes of foam glass (such as foaming, demoulding, annealing) require precise temperature, humidity, materials and other fine production management, it is a step with lower technical content in all production processes.

According to the data of the State intellectual property Office, Zhenshen adiabatic owns the invention patent 2008100628693, the patent application date is June 30, 2008, and the authorization announcement date is June 22, 2010.

The patent relates to a production method and a production device of foamed powder raw materials for foam glass, and the grinding device has a high degree of automation, high grinding output and high efficiency, and solves the problem of dust pollution in the whole grinding workshop.

It can be seen that the patent of Zhenshen thermal insulation is the patent of invention, and it can realize the automation of the device and improve the grinding efficiency.

It is worth mentioning that Dehe technology executives and core technical personnel have worked in Zhenshen adiabatic.

1.2 General Manager Zhou Hengbin and core technical staff Cheng Qinghua have worked in Zhenshen adiabatic for many years.

According to the prospectus signed on December 25, 2023, Zhou Hengbin was Deputy General Manager of Dehe Technology as of the signing date. From August 2008 to December 2014, Zhou Hengbin served as a builder, project manager, sales assistant and sales manager of Zhenshen thermal insulation. From September 2017 to December 2017, Zhou Hengbin was the sales manager of Zhenshen adiabatic. From December 2017 to the date of signing, Zhou Hengbin was the general manager of Dehe Technology.

In addition, as of the date of signing, Cheng Qinghua was the supervisor and core technical personnel of Dehe Science and Technology. From July 2009 to October 2017, Cheng Qinghua served as Zhenshen thermal insulation technician and technical person in charge. From December 2017 to January 2019, Cheng Qinghua was the sales manager of Zhongli HVAC Engineering equipment Co., Ltd. From 2019 to the date of signing, Cheng Qinghua served as de and technical director and supervisor.

据国家知识产权局数据，截至查询日2024年4月23日，周恒斌参与了德和科技6项专利，其中授权专利2项，申请时间均为2021年5-6月。

另外，截至查询日2024年4月23日，程庆华参与了德和科技6项专利发明，其中2项授权专利，且授权专利的申请时间均为2020年5-6月。并且，程庆华参与江苏德和10项专利发明，其中8项授权专利，且授权专利的申请时间均为2021年1月。

换言之，德和科技总经理周恒斌及核心技术人员程庆华曾任职于振申绝热，入职德和科技后，为德和科技贡献多项专利。

需要说明的是，德和科技与振申绝热系竞争对手。

1.3 振申绝热系德和科技竞争对手，双方多次同场竞标

据签署于2023年12月25日的招股书，振申绝热系德和科技的主要竞争对手之一，其在石油化工行业集中度相对较高，且系国内前二的泡沫玻璃生产企业。

据公开信息，2024年2月6日，北京石油化工工程有限公司的“延长石油靖边天然气储气调峰及配套LNG项目管道保冷材料及保冷管架”项目中标候选人公示，中标候选人包括振申绝热及德和科技。

据公开信息，2023年11月3日，中国五环工程有限公司的“五环公司-巴斯夫(广东)一体化项目中央罐区液化烃罐区-低温储罐保冷施工A标段”中标候选人公示，中标候选人包括德和科技和振申绝热。

据公开信息，2022年11月4日，中国化学(601117)工程第三建设公司的“三公司-东华能源(002221)(茂名)有限公司烷烃资源综合利用项目一期合成氨装置-保冷材料”中标候选人公示，包括振申绝热及德和科技。

据公开信息，2024年2月28日，中国寰球工程有限公司的“深圳液化天然气应急调峰站项目接收站工程管道保冷工程”评标结果公示，投标人包括振申绝热、德和科技。

可以看出，德和科技与振申绝热多次同场竞标。

以产能、产量测算的市占率来看，德和科技或不及德和科技。

1.4 以产能及产量来测算市占率，2022年振申绝热泡沫玻璃市场占有率高于德和科技

据签署于2023年12月25日的招股书，德和科技的产品分别为泡沫玻璃、硬质聚氨酯泡沫、管道支吊架、防潮密封类辅材、以及珍珠岩保冷块。其中，防潮密封类材料包括玛蹄脂、密封胶。

另外，德和科技的主营业务分为绝热节能材料和绝热节能工程。其中，2020-2022年及2023年1-6月，德和科技的绝热节能材料收入分别为3.29亿元、4.25亿元、4.08亿元、2.03亿元。

此外，德和科技绝热节能材料销售业务的产品主要为泡沫玻璃、防潮密封类辅材、管道支吊架和硬质聚氨酯泡沫。2020-2022年及2023年1-6月，上述产品占其绝热节能材料主营业务的比例分别为87.28%、84.08%、72.59%、74.15%。

可知，德和科技材料收入主要源自其泡沫玻璃、防潮密封类辅材、管道支吊架和硬质聚氨酯泡沫几大产品。

据签署于2023年12月25日的招股书，截至2022年末，德和科技硬质聚氨酯泡沫产能为1.5万立方米每年，管道支吊架产能为2,400吨每年，防潮密封类辅材产能为6,000吨每年。

另外，2019-2022年，德和科技泡沫玻璃产能分别为18万立方米每年、26万立方米每年、26万立方米每年、26万立方米每年，其泡沫玻璃产量分别为11.85万平方米每年、14.06万平方米每年、18.78万平方米每年、16.3万平方米每年。

2019-2022年，国内泡沫玻璃产能分别为70万平方米每年、95万平方米每年、100万平方米每年、100万平方米每年，国内泡沫玻璃产量分别为60万平方米每年、55万平方米每年、60万平方米每年、60万平方米每年。

以产能、产量分别测算市占率，2019-2022年，德和科技泡沫玻璃产能市占率分别为25.71%、27.37%、26%、26%，产量市场占有率分别为19.74%、25.57%、31.3%、27.16%。

另外，德和科技“年产15000吨聚氨酯深冷复合材料生产基地建设项目”（以下简称“聚氨酯项目”）于2023年10月20日通过自主环评验收，其全资子公司江苏德和“年产15万立方米泡沫玻璃及10万套管道支吊架项目”（以下简称“泡沫玻璃项目”）于2023年11月21日通过自主环评验收。

据盐城市大丰区政府2022年12月8日发布的公开信息，“泡沫玻璃项目”拟建设15万立方米泡沫玻璃及10万套管道支吊架。

据秀洲区政府2021年12月3日发布的公开信息，“聚氨酯项目”拟建设15000吨聚氨酯复合深冷材料和10万米预绝缘保冷管道。

换言之，截至2023年末，德和科技拟增加年产15万立方米泡沫玻璃产能、10万套管道支吊架产能、1.5万吨聚氨酯符合深冷材料产能及10万米预绝缘保冷管道产能。

也即是说，截至2023年末，德和科技泡沫玻璃产能为41万立方米。

据Wayback Machine2022年8月19日的网页快照，截至2022年8月19日，振申绝热国际泡沫玻璃产能为5万平方米每年，美标泡沫玻璃产能为25万平方米每年。

据Wayback Machine2023年3月25日的网页快照，截至2023年3月25日，振申绝热国际泡沫玻璃产能为5万平方米每年，美标泡沫玻璃产能为25万平方米每年。

由上可知，2022年，振申绝热泡沫玻璃总产能为30万平方米每年，该年度振申绝热泡沫玻璃产能市占率为30%。

据振申绝热官网，截至查询日2024年4月23日，振申绝热的高性能泡沫玻璃产能为45万立方米，聚质聚氨酯产能为10万平方米，聚异氰脲酸酯产能为20万平方米，保冷管托产能为10万套，黑白色阻燃玛蹄脂、ZES密封胶、粘接剂的产能均为2万吨。

根据《金证研》北方资本中心测算，截至查询日2024年4月23日，振申绝热玛蹄脂及密封胶的产能合计为4万吨。

Obviously, the production capacity of Dehe technology foam glass and moistureproof sealing auxiliary materials is not as good as that of Zhenshen thermal insulation, and its market share of foam glass production capacity in 2022 is lower than that of Zhenshen thermal insulation.

In addition, Dehe Technology one product is outsourced, while Zhenshen adiabatic product is self-made.

1.5 the sales revenue of the purchased elastic felt is more than 6%. Zhenshen adiabatic this product is self-produced and breaks down foreign technical barriers.

According to the prospectus signed on December 25, 2023, Dehe Technology thermal insulation and energy-saving materials include elastic felt. From 2020 to 2022 and from January to June in 2023, the sales amount of Dehe elastic felt materials was 4.9209 million yuan, 18.0254 million yuan, 46.0649 million yuan and 20.3176 million yuan respectively.

The prospectus signed on December 25, 2023 shows that the elastic felt side is more important in the cryogenic insulation system than in the cryogenic insulation system, which is an important structural component in the cryogenic insulation system of cryogenic storage tanks to maintain the integrity of the tanks.

It is estimated that from 2020 to 2022 and from January to June in 2023, the income of Dehe elastic felt accounted for 2.59%, 6.9%, 16.26% and 14.28% of the income of thermal insulation and energy-saving materials, respectively.

According to the public information released by Utterson New Materials Group Co., Ltd on April 21, 2023, according to the goal of the 14th five-year Plan, LNG (liquefied Natural Gas) will be used as a clean and low-carbon fossil energy and a transition product to non-fossil energy in the future, and it will be in an important development opportunity during the 14th five-year Plan period and for a long time in the future, and one of the thermal insulation materials of LNG storage tanks is elastic felt.

According to the prospectus signed on December 25, 2023, Dehe Technology has expanded to the LNG field, and the downstream LNG industry will gradually expand its market share due to favorable factors such as policy and energy consumption upgrading.

It can be seen that LNG is the expansion of Dehe technology, and elastic felt can be used as thermal insulation material for LNG storage tanks.

According to the reply to the letter of inquiry on the examination of the application documents for initial public offering and listing on the main board signed by Dehe Technology on December 25, 2023 (hereinafter referred to as "the first round of inquiry reply"), elastic felt is a kind of thermal insulation material for the wall of storage tanks. Dehe Technology does not produce elastic felt products, and QUIETFLEX MANUFACTURING COMPANY,L.P (hereinafter referred to as "QMC") supplies elastic felt products for Dehe Technology. In 2019, QMC cooperated directly with Dehe Science and Technology. Previously, the two sides conducted procurement cooperation through QMC's domestic intermediary agents. In 2021, Dehe Technology became the strategic partner of QMC elastic felt business.

From 2020 to 2022 and from January to June 2023, Dehe Technology purchased 3.5939 million yuan, 10.2325 million yuan, 41.5704 million yuan and 10.4229 million yuan from QMC, accounting for 2.03%, 4.74%, 11.95% and 8.39% of the current procurement of raw materials and finished products, respectively.

It can be seen that the elastic felt products sold by Dehe Technology are purchased from outside.

It should be noted that Zhenshen thermal insulation also has elastic felt products, and solves the "neck jam" technology of this product.

According to the Zhenshen adiabatic official website, as of April 23, 2024, the elastic felt produced by Zhenshen adiabatic can be used in the petrochemical industry.

According to the public information released by the Association of Thermal Insulation and Energy Saving Materials on January 2, 2024, on December 29, 2023, Zhenshen released a new generation of elastic felt, which not only broke the foreign technology monopoly, but also solved the last "neck jam" key material in the cryogenic storage tank industry.

From 2019 to 2023, Zhenshen filed a patent infringement lawsuit against Dehe Technology and its subsidiaries. In 2022, Dehe Technology litigation products accounted for more than 30% of the revenue. It should be noted that the general manager of Dehe Science and Technology and the core technical personnel have worked in Zhenshen adiabatic for many years. After joining Dehe and Technology, they have contributed a number of patented inventions to Dehe Science and Technology. The market share of Zhenshen adiabatic calculated in terms of production capacity and output is also higher than that of Dehe Technology. Not only that, the two sides competed in the same bid many times. It can be seen that since Zhou Hengbin, the general manager, and Cheng Qinghua, the core technical staff, have left and merged into professional ethics and science and technology since the departure of the "old employer" Zhen Shen, the two "grudges" have not stopped.

II. Only one of the ten subjects is a high-tech enterprise, and the "superior" joint owner of the patent right of the award unit

In addition, the "opinions on strict access to issuance and listing to improve the quality of listed companies from the source (trial)" also pointed out that the enterprises to be listed should establish a correct "listing view" and strictly examine such issues as "pseudo-science and technology".

In contrast, the proportion of R & D is lower than the peer average, and the number of invention patents ranks last. It is worth mentioning that the award unit of Dehe Technology is the co-owner of the patent of Dehe Science and Technology.

2.1 of the parent company and nine subsidiaries, only one subsidiary is recognized as a high-tech enterprise

According to the prospectus signed on December 25, 2023, the full name of Dehe Technology is Dehe Technology Group Co., Ltd. In addition, as of the date of signing, there are three wholly-owned companies, six holding subsidiaries, one shareholding subsidiary and one participating grandson company. With the exception of the wholly-owned subsidiary of Dehe Technology, its parent company and other subsidiaries have not been recognized as high-tech enterprises.

In other words, as of December 25, 2023, there are ten main companies within the scope of the merger, including the parent company.

Compared with their peers, Dehe ranks behind in the number of patents for scientific and technological inventions.

2.2 the proportion of R & D investment is lower than the peer average, and the number of invention patents is at the bottom.

According to the prospectus signed on December 25, 2023, as of the date of signing, Dehe Technology has a total of 160 patents, of which 13 are invention patents. In addition, Dehe Science and Technology granted a total of 7 patents after July 2023, including 3 invention patents.

According to the calculation of the Northern Capital Center of Jinzheng Research, by the end of June 2023, Dehe Science and Technology has obtained a total of 153 patents, including 10 invention patents.

According to the prospectus signed on December 25, 2023, as of the end of June 2023, Saite New Materials has a total of 118 authorized patents, including 26 invention patents. Jingxue Energy Saving has a total of 86 authorized patents, including 10 invention patents. Ashi Chuangneng (603378) has a total of 190 authorized patents, including 106 invention patents. Zaisheng Technology (603601) has a total of 249 authorized patents, including 84 invention patents. Shanyou Diao has a total of 91 patents, including 28 invention patents.

According to the State intellectual property Office, by the end of June 2023, the parent company of Jacques Technology (002409) had a total of 56 authorized patents, including 19 invention patents.

Obviously, by the end of June 2023, with the exception of Jingxue, the number of patents for scientific and technological inventions is lower than that of other comparable enterprises.

In addition, the proportion of Dehe's R & D investment is also lower than the peer average.

According to the prospectus signed on December 25, 2023, from 2020 to 2022 and from January to June 2023, Dehe's R & D investment accounted for 2.6%, 2.21%, 3.01% and 4.3% of operating income, respectively.

According to the 2022 annual report of Saite New Materials, from 2020 to 2022, the proportion of R & D investment in operating income was 4.93%, 4.7% and 5.32%, respectively.

据晶雪节能2022年年报，2020-2022年，晶雪节能研发投入占营业收入的比例分别为3.06%、3.16%、3.19%。

据雅克科技2021-2022年年报，2020-2022年，雅克科技研发投入占营业收入的比例分别为3.71%、2.54%、3%。

据亚士创能2020-2022年年报，2020-2022年，亚士创能研发投入占营业收入的比例分别为2.75%、2.5%、3.16%。

据再升科技2020-2022年年报，2020-2022年，再升科技研发投入占营业收入的比例分别为3.96%、6.04%、7.39%。

据山由帝奥2021-2022年年报，2020-2022年，山由帝奥研发费用占营业收入的比例分别为5.82%、5.07%、9.24%，且山由帝奥不存在研发费用资本化。

换言之，山由帝奥无研发费用资本化，故其研发费用占营业收入的比例即为其研发投入占比。

根据《金证研》北方资本中心测算，2020-2022年，德和科技同行可比企业研发投入占比的均值分别为4.04%、4%、5.22%。

显然，2020-2022年，德和科技研发投入占比均低于同行均值。

另外，一单位为德和科技产品颁发绿色产品证书，两年后，德和科技两项专利的专利权人增加了该企业。

2.3 建科检验系产品证书的颁奖单位，两年后成为德和科技的专利共有人

据签署于2023年12月25日的招股书，德和科技列示了其所获的重要奖项，其中包括2021年由上海建科检验有限公司（以下简称“建科检验”）颁奖的绿色建材产品认证证书。另外，德和科技获得上述证书的产品为硬质聚氨酯泡沫产品。

据建科检验官网，建科检验成立于2007年，系上海市从事建设工程领域第三方检测的专业机构，主要在工程与产品质量相关领域开展检验检测、评估咨询、商检验货、质量鉴定、计量校准、产品认证等服务。

蹊跷的是，2024年，德和科技两项专利新增建科检验为专利权共有人。

据国家知识产权局数据，一项名为“一种自动化泡沫玻璃打磨产线”发明专利，专利号为CN202310419411.3，申请日为2023年4月19日，申请人为江苏德和。截至查询日2024年4月23日，该专利的当前专利权人为江苏德和、建科检验。2024年1月26日，该专利发生专利权的转移，建科检验新增成为该专利的专利权人之一。

一项名为“一种高强度耐高温泡沫玻璃的生产工艺”的发明专利，专利号为CN202211227455.8，申请日为2022年10月9日，申请人为江苏德和。截至查询日2024年4月23日，该专利的当前专利人为江苏德和、建科检验。2024年1月9日，该专利发生专利权的转移，建科检验新增成为该专利的转移权人之一。

由上，合并范围内，德和科技母公司加上子公司共十个主体，仅一家子公司被认定为高新技术企业。此外，德和科技不仅研发投入占比低于同行均值，且发明专利居后。值得一提的是，建科检验作为德和科技的颁奖单位，却成为德和科技的专利共有人。

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