全球智能电网技术专利数据综述（英）2024

Investment Rating - The report does not explicitly provide an investment rating for the smart grid technology sector Core Insights - Smart grid technologies are essential for modernizing overloaded power grids and facilitating the clean energy transition, with a notable increase in innovation observed in recent years [9][12] - The peak of smart grid innovation occurred in 2011 with 2,000 unique inventions, representing 11% of power sector innovations, which later increased to 13% in 2022 [9][10] - East Asia, particularly Japan and China, has dominated smart grid innovation, accounting for over half of total innovations since 2007 [10][34] - More than 40% of smart grid innovation is concentrated in ten major cities worldwide, with Tokyo, Seoul, and Beijing being the top hubs [11][40] Summary by Sections Executive Summary - The report highlights the importance of smart grid technologies in the clean energy transition and details trends in innovation, geographical distribution, and patent quality [9][12] Chapter 1: Main Trends in Smart Grid Innovation - Approximately 16,000 International Patent Families (IPFs) related to smart grids were registered globally from 2000 to 2023, representing 0.2% of total IPFs [16] - The share of smart grid innovations in the power sector decreased from 11% in 2011 to 7% in subsequent years, with a potential increase in 2022 [16][18] - The category "Systems supporting electric power generation, transmission or distribution" accounted for 41% of total smart grid patent registrations in 2020 [10][26] Chapter 2: Revealed Technology Advantage for Smart Grid Innovation - Switzerland and Canada have emerged as leaders in smart grid innovation, with RTA values indicating specialization in this field [59][61] - Japan, the United States, and China show lower RTA values, suggesting a lack of specialization despite significant innovation efforts [61] Chapter 3: Assessing the Quality of Smart Grid Inventions - Patent claims have increased since 2009, indicating a trend towards more valuable inventions in the smart grid sector [11] - The quality of patents is assessed through metrics such as originality and family size, with a noted decrease in family size in recent years [11][60]