Market analysts believe that about half of all shared charging products put on the street at present may be affected by the above-mentioned 'order order', which means that once the appeal fails, the street power is likely to be in serious trouble. In China, nearly half of its products may be taken off the shelf and it may be difficult to resume delivery in the short term.
The first trial of the street power lost the patent infringement. The patent warfare between the one-year-old call and the street power finally resulted.
On May 25th, the Beijing Intellectual Property Law made a first-instance verdict on two lawsuits concerning the prosecution of a series of patent infringement disputes against street lighting, and judged that the street-electricity infringement call technology was entitled 'Mobile Power Rental Equipment and Charging Clamping Devices' and 'Acquisition Type'. The utility model patent for the charging device's needs to compensate the latter for a total of 2 million yuan in economic losses and other expenses.
It is reported that this is by far the largest compensation for patent infringement in the shared charging treasure industry. Previously, the patent lawsuits between these two major sharing giants have never stopped.
The verdict shows that in addition to compensation for economic losses and rights-protection expenses of $2 million, Street Power also needs to stop using the counter-infringing Anker 12-port shared charge locker products within 30 days after the judgment comes into effect. This means that The relevant infringing products that have been put on the market in the earlier period of the electricity must be withdrawn 30 days after the judgment takes effect.
It is reported that this call patent that was lost by Street Power was mainly used for the practical design of the mobile charge locker. The patent had been considered by the caller as its core patent before. The specific charge for the infringement product on the street power was Anker. 12 shared charging cabinet machine.
However, in response to the above verdict, Street Power expressed his disapproval and will appeal.
Half of street-electric products fear to be off the shelf
Although the amount of compensation of 2 million yuan is not very high from the final compensation figures of the first-instance judgment, the product's 'rejection order' in parallel with the 2 million fine may bring huge trouble to the losing street power.
According to public information, as of August last year, a total of 350,000 shared chargers have been put into store on street power, and there are 3.44 million mobile power chargers for these cabinets.
Market watchers pointed out that about half of the 350,000 shared charging racking machines put into street lighting are the products involved in this case, which means that once the appeal of the street power fails, according to the judgment of the court, it will need All of these counterfeit shared charging console equipment will be removed within 30 days, which may result in the removal of half of the street-level products.
A senior private equity investor in Beijing stated that from a financial point of view, this decision is quite unfavorable for street power. Half of the products will be discontinued, which may mean that half of the income is shrinking, and the company also needs a large amount of money to replace it. With these devices, this move will undoubtedly drastically push back the profitability expectations of the entire street.
'At the same time, from a market perspective, this impact may be even greater for street power. In the rapid development of the shared charging industry, the market is rapidly expanding, and major shared charging companies are constantly accelerating their staking events. Losing a large number of markets may have a huge impact on street power. 'The above private equity sources said, 'Even if street power takes quick measures to replace products, this alternative process will be difficult to complete quickly in a short period of time, and street power needs to take a long time. Time to restore its original market layout. In this process, its market share may soon be overtaken or extended by competitors. This effect is even greater than the financial impact. It will significantly reduce investors’ expectations for street power and Valuation. '
According to Jumei Youpin's 2017 Annual Report, Jumei Youpin had a total revenue of 5.817 billion yuan for the full year, and 2016 revenue was 6.27 billion yuan, a year-on-year decrease of 7.33%. Street electricity was acquired from Jumei in May 2017. , The company realized revenue of 58 million yuan, a loss of 133 million for the whole year, and contributed 1% of revenue and 340% of net loss for Jumei Youpin. Earlier, according to the report of Yima, the single charging cycle of street power was the most Long, it takes nearly two years. Plus the patent failure, it's worse for the street.
On May 30, it was reported that Jumei Youpin announced on the 29th that Jumei Youpin will sell the shares held by the Baby Tree Group to third-party investors at a total price of approximately US$86.5 million. The quantity accounted for approximately 4% of the total issued equity of Baby Tree after the completion of the transaction. After the completion of the transaction, Jumei Youpin also holds approximately 3.33% of the baby tree. Some analysts believe that Jumei has reduced the holding of the baby tree to make up for 'ammunition'. There are some reluctance to cut off.
Patent barriers or the key to becoming the industry
In the past one or two years, the patent warfare between companies in the shared charging treasure industry has intensified, and major companies have begun to increase the reserve of patents. Therefore, it is not ruled out that future patent barriers may become a key factor in the pattern of the industry.
Taking the above lawsuit between street phones and calls, for example, this patent war may be crucial for them to seize more market heights in the future. ' Market watchers said.
In fact, long before the lawsuit mentioned above, the owner of street electricity Chenou announced that he had spent three hundred million yuan to purchase three patents. The patent will become the next nuclear weapon in the street market competition. According to public information, the incoming call is also strengthening the reserves of its patents. The successful patented “sinking device” method of the successful street phone has also been placed on the call.
This is in line with future industry trends. On the one hand, sharing the charging industry itself has certain technical content and thresholds in terms of battery safety, practicality, and technical performance indicators; on the other hand, the country’s protection of intellectual property trends has also given rise to All players in the industry have to value the reserves of their own patents. 'The above observers said.
In recent years, the protection power of the Chinese government for intellectual property has been continuously strengthened. At the Boao Forum that ended in April, General Secretary Xi Jinping clearly pointed out that accelerating the protection of intellectual property rights is the most important content of the property rights protection system. Both sides in the Sino-US trade disputes. After announcing the 'not to fight trade war', China even stated that it will speed up the progress of the legislative process concerning intellectual property rights and increase the protection of intellectual property rights.
'The strength of intellectual property protection in the future will undoubtedly be strengthened. This will enable the players in the shared charging industry to increase their emphasis on patent reserves. In addition to market factors, the industry in the future will also affect the competitive landscape of the industry. An important factor. ' Analysts said.