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新創臥虎(第二版國際英文版)
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新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)
新創臥虎(第二版國際英文版)

新創臥虎(第二版國際英文版)

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○作壁上觀絕非選項○

中美貿易戰開打以來,中國的創新生態系,正發生急劇變化。從上海證券交易所科創板設立,到第一件專利證券化產品問世,凸顯了這一場世紀之爭,正激發中國對智慧財產權產業化運營前所未有的重視。

《新創臥虎》猶如提供了一具望遠鏡,讓讀者自主掌握中國智慧財產權產業化運營的最新發展。作為全球在此領域的第一本英文專注,本書通過鐘博士獨創的“三透鏡”分析架構,以及大量的案例和一手調研,協助讀者在此非常時代中,形成洞見與行動計劃。合作或是競爭,行動就趁現在!

○創作本書的緣起○

本書的問世,緣於2017-18年,鐘基立博士在MIT作為史隆學者時期,與來自三十多國、上百位政、商、學界領袖精英的對話。

由於鐘博士的豐富閱歷,國際同僚經常請益,探討有關中國科技創新的現狀。同僚在彼此學習中,也常針鋒相對激烈辯論,但最終,都在鐘博士旁徵博引下,得到滿意的啟發與洞見,形成更寬廣的視野,從全球格局中,看待中國科創領域發展對世界的影響。

頻繁的互動讓鐘博士發現,國際精英對中國的認識與真實現狀間,普遍存有落差;特別是,對於中國創新生態系的近況,幾乎毫無所知。

其原因有三:首先,近年中國創新環境發展極快,有時連國內精英也未能與時俱進。其次,領域中的專家,大都孜孜不息地服務於經濟發展,少有餘暇以道地的英文,將現狀介紹給國際讀者。更重要的是,眾多的國際精英,面對各類雜遝資訊,缺乏簡單有效的分析架構,自主篩選、消化資訊,形成自己的觀點。這就猶如失焦的望遠鏡,不論如何專注,總是霧裡看花,無法看清遠方。

中國正在走向國際,而國際精英對中國的認知,卻是不成正比。這個逐步增大的落差,正開始侵蝕全球經濟繁榮昌盛的根基 ………

○創作本書的初衷○

日益加深的認知落差,激發了鐘博士創作本系列書的初衷:中國在科技領域已經融入世界舞臺,世界各國可以選擇競爭,也可選擇合作,但無法作壁上觀。如果國際精英手上都能有一個高效的“望遠鏡”,就更能看清現狀,形成自己的判斷,不論競爭或合作,人類整體終將獲益。

此時,擅長科技分析的美國麻省理工學院MIT提供了現成的工具,也就是其史隆商學院特有的“三透鏡方法論”。鐘博士借鑒此方法論,以智慧財產權的創造流轉、質押變現、以及風險管理等三個維度,對國際精英所關心的中國創新議題,進行梳理,形成本書的主要內容。

憑藉這套分析架構,任何人都能迅速、準確地理解熱點議題的本質。加上鐘博士行雲流水、清晰到位的英文表述,全球精英透過本書,能夠更準確、全面而及時地掌握中國創新環境發展現狀,形成自己的判斷與行動方案。

○本書的內容特色○
‧世界首發:世界第一本面向國際、以客觀角度觀察、描述中國創新環境與智慧財產權運營(IP Monetization)現狀的英文專著。
‧結構清晰:借鑒MIT史隆商學院特有的三透鏡方法論(3-Lens Methodology),引導讀者以智慧財產權的創造流轉、質押變現、以及風險管理等三維度所形成的分析架構,準確高效地理解中國創新領域的資訊。
‧深入淺出:首章深入淺出觀察中國創新體制、5年計劃以及熱點現象,協助國際讀者迅速取得宏觀概念。書末另辟專章提煉全書精華,為國際企業與中國企業的創新合作(或競爭),提供具體的行動戰略地圖。
‧及時更新:涵蓋3個獨家調研與5個案例分析,包括智慧財產權交易所、AI大數據與區塊鏈的創新應用、科創板熱潮、首件智慧財產權證券化等國內外關注點的熱點深入分析。

○讀者將從本書獲益以下○
‧在經濟新常態下,正在規劃職業發展的全球年輕商務精英
‧在中美貿易戰中,正著手重組全球技術供應鏈的資深經理人
‧察覺到中國科技優勢將重塑全球創新生態,渴望對其理解、掌握的工程師、科學家與研究人員
‧面對中國科創領域的法制變革,正規劃相應資源的各國政府、非政府組織與國際機構所屬智庫
‧感受到中國的創新活動正引發全球經濟板塊挪移,希望從中攫取商業機會的投資人及國際投資銀行家、律師與會計師。

此系列書在2018年首發,各界好評如潮,要求納入與時事相關的中美貿易戰,AI、5G、區塊鏈與大數據等科技發展,以及後疫情時代等相關分析。證明國際精英對本書採用的方法論深具信心,以及更加認識中國科技創新環境現狀的期待。本次隆重改版,增補75%以上內容,於Amazon全球渠道14個站點,涵蓋美國、加拿大、英國、德國、法國、義大利、西班牙、印度、日本、澳洲、巴西、阿聯酋和新加坡等國家,以電子書與實體書兩種形態,同時發佈。

○讚譽詞○
“難以匹敵的專業觸角” ― ― 麻省理工學院史隆商學院資深講員John Akula先生
“對中國持續變化的創新生態系所做的介紹,引人入勝又充滿洞見” ― ― 哈佛大學醫學院BIDMIC動態生醫指標中心主任 彭仲康博士
“對於中國知識財產權產業化運營環境不可或缺、最新而全面的縱覽”――Trusticcs.com公司總經理 王天鵬
“為立法與政策制定者闡述智慧財產權資產價值的基本原理”――南京華訊知識產權顧問有限公司創辦人 侯慶辰

○No One Will Remain Unaffected.○

Upon the inception of the US-China trade war, China’s IP regime experienced rapid-fire development. The STAR market and the first patent securitization deal are a few of many developments accelerated by this conflict showing that the market appetite for IP monetization has reached an extraordinary level in China.
Innovation’s Crouching Tiger, like a telescope, is a tool that readers can use to clearly see the cutting-edge developments in China. Equipped with a three-lens methodology and case studies, Dr. Chung offers countless resources to help readers successfully make their own plan of action in this unprecedented time and is the first guide of its kind in English. Now, more than ever, is the best time to take action. To collaborate or to compete.

○Origins○

The concept behind Innovation’s Crouching Tiger originated from the dialogue between Dr. Jili Chung and his colleagues at MIT Sloan School of Management from 2017 to 2018 in Cambridge, Boston. This dialogue was influenced by his colleagues’ diverse backgrounds, with professions ranging from politics, business, and academia and coming from more than 30 countries.
In admiration of Dr. Chung’s experience, the other Sloan fellows frequently consulted him on issues relating to technology innovation in China. Sometimes they had hot debates. But with Dr. Chung’s guidance, they eventually formed their own insights with a broader view of China’s technology development and impact on the world.
From the numerous dialogues, Dr. Chung noticed a pattern, i.e., a significant gap between China’s current status and the global elites’ perception of that status. Most notably, they knew very little about China’s innovation ecosystem.
How did this happen? First of all, the development of the innovation regime in China is so dramatic that even domestic professionals have difficulty keeping up. Second, most of the domain experts have dedicated themselves to hands-on work, leaving no time to organize and introduce the development in clear English.
Most importantly, the global elites are short of an effective tool to observe, filter, and crystalize information about China’s development and its impact on the world. It’s like they are looking at China through a telescope out of focus – no matter how hard they try; they just cannot get their own clear insights.
International elites’ understanding of China is ironically disproportionate to the growth of China in the international arena. As China continues to grow, the widening gap in perception starts to erode the foundation of global cooperation that has been fostering the global economy and prosperity….

○Aspirations○

The increasing gap in perception inspired Dr. Chung to write this book. China has joined the global technologies and innovation arenas. Each nation may choose to collaborate or to compete, but they cannot afford to wait and see. If global elites have a functioning “telescope”, they could see through the mists and form insights based on their own observations. Eventually, no matter which path they decide to take, human society will benefit from a productive co-competition.
Holding this thought, Dr. Chung was empowered by an analytical framework taught at MIT. As an institute reputable in using scientific analysis on societal studies, its Sloan School uses its own three-lens methodology to diagnose complicated social phenomena. He adopted the underlying rationale and turned the methodology into an effective tool for observing and following the change of China’s innovation regimes. The three lenses, i.e., IP transfer, IP pledge, and IP risk control are used to organize the most intriguing issues and questions asked by other Sloan Fellows, and became the core content of the book.
With this framework, anyone can efficiently grasp the essence of contemporary issues. With Dr. Chung’s clear English, global elite readers will timely and thoroughly expand their understanding of China’s innovation ecosystem to form their own insights on its impact to the world.

○Features○
.Unprecedented:The first book written for international readers who want to obtain their own insights on China’s innovation regime and IP monetization.
.Structured content:Inspired by the three-lens analytical framework taught at MIT Sloan School, the book organizes content into three dimensions of IP: IP transfer, IP pledge and IP risk control, which can be effectively and precisely understood.
.Profound knowledge in simple language:The opening chapter uses simple concepts and stories to explain profound theories of socialism and historical tracks of China’s innovation regime to enlighten readers with a strong foundation prior to going into deeper analysis. A special chapter crystalizes the essence of the book into actionable strategies, as a quick guidance to help readers formulate their own plans for co-competition.
.Timely surveys, case studies, news summaries with charts and tables:The book covers three independent surveys and five case studies, mining deep into the topics most intriguing to foreign observers. Topics including IP exchanges, AI and big data application in innovation, the new STAR board, and IP securitization deals.

○Readers Who Benefit the Most○

.Young business professionals planning their career paths under the new global economic norm
.Senior business managers shuffling their global technology supply chains around the US-China trade war
.Engineers, scientists, or researchers wanting to apprehend the changes of the global innovation ecosystem resulting from China’s technological growth.
.Think tanks within governments, NGOs, or global institutes deploying their resources in response to China’s developing innovation regime.
.Investors and their agents (bankers, lawyers, accountants) seeking insights on global investment opportunities created by chain reactions from China’s move in innovation.

The first version of this book was published in 2018. Since then, readers from various circles have given high praise and demanded to see more analysis on contemporary issues, such as the US-China trade war, China’s commercial development in emerging technologies of AI, 5G, blockchain, and big data, as well as new norms in the post-Covid-19 era. These demands evidence the readers’ strong confidence in the analytic framework described by the book and an aspiration to understand more about China’s innovation ecosystem. In response to the demands, the replacement and addition of information make up 75% of the new content, which is scheduled to be published internationally on Amazon, covering the US, Canada, the UK, Germany, France, Italy, Spain, India, Japan, Austria, Barisal, the United Arab Emirates, and Singapore, in both electronic and hard copy formats.

○Praise○
“An expert’s touch to the topic that few can match.”
John Akula, MIT Sloan School Senior Lecturer in Law
“An interesting read that provides insights into understanding the ever-changing IP ecosystem in China.”
Chung-Kang Peng, Ph.D., Director of the Center of Dynamical Biomarkers, BIDMC/Harvard Medical School
“Jili has provided an indispensable updated overview of the IP monetization landscape in China.”
Tianpeng Wang, CEO of Trustiics.com
“This book can help to provide lawmakers and policymakers with fundamental theory about the asset value of IP.”
James Hou, Founder of China Intellectual Property Information and Consulting Co.

作者簡介

鐘基立博士
MIT史隆學者 / 智匯權創辦人

鐘博士是美國MIT史隆學者,UCLA法律博士,北大法學博士,台大企管碩士、化學工程學士,以及麻省理工學院科技管理碩士。具有美國律師,中國律師,專利代理人以及證券營業人員資格。

他曾在華盛頓特區,香港,北京,上海,廈門及臺北工作,任高盛執行董事,英國律師事務所資深律師,及蘋果供應鏈領軍企業法務長。現任廈門大學兼職碩導、華東政法大學特聘研究員。

鐘博士曾主談百億美元中法核電站技術移轉、中俄首座輸油技術融資項目;負責蘋果手機、特斯拉汽車、微軟平板電腦等萬億美元的跨國技術合作開發。他是亞馬遜暢銷書排行榜前20名作者,首推“IP金融”,上百篇論述為各媒體與網站廣泛引用。他同時也是創新實踐家,個人申請超過十個多國專利,帶領團隊多次拿下“專利優秀獎”,排名進入中國企業專利500強。

鐘博士致力以技術創新與智慧財產權運營策略提升企業競爭力。他以獨創的M-I-T方法論,結合AI與大數據應用,已成功輔導全球上百家企業,以創新思維跨越經營挑戰。

Dr. Jili Chung, MIT Sloan Fellow / Founder of SpringIP

Dr. Jili Chung is a cross-cultural, cross-disciplinary legal professional, professor, and author. He has worked in Washington D.C., Hong Kong, Beijing, Shanghai, and Taipei for global, professional institutes, including Clifford Chance, as its senior lawyer; Goldman Sachs, as its executive director; and a leading company in Apple’s supply chain, as its General Counsel. In addition, Dr. Chung has also founded SpringIP Group, an organization dedicated to fostering innovation of small-to-medium enterprises in Greater China through AI and big data technologies.

He is an MIT Sloan Fellow and obtained his J.D. from UCLA, Ph.D. in Law from Peking University, MBA and BS in Chemical Engineering from National Taiwan University and Master of Technology Management from MIT, with qualifications of attorney-at-law (California and China), patent agent (China), and Certification of Securities Professional (China). He is currently an adjunct professor at Xiamen University in China and a research fellow at East China University of Political Science and Law.

With his 20-years' working experience in Greater China, Dr. Chung dedicates himself to IP-leveraged innovation, and is enthusiastic about exploring values of ancient Chinese cultural heritage and its entanglement in modern, technological innovation.

目次

CONTENTS

Part I: Observations

Chapter 1 IP Monetization in China: An Overview
1.1. The Formation of Sizable IP Pools
1.2. The IP Pledge
1.3. The Tracks of Experimentation in Novel IP Financing
1.3.1. The IP pledges
1.3.2. The monetization of future IP
1.3.3. IP monetization through crowdfunding
1.4. The First Patent Securitization Deal is Approved in China
1.5. The Debut of the STAR Market
1.6. The Rise of Legal Tech in IP Monetization
1.7. The Blossoming of New IP Business Models
Chapter 2 Observations From Behind the Scenes
2.1. The Planned Economy and Regulatory Regimes
2.1.1. The color of China’s planned economy
2.1.2. The national IP strategy outline
2.1.3. Regulatory framework
2.1.4. A national campaign promoting innovation
2.2. The Spirit of Experimentation
2.2.1. A speech during Deng Xiaoping's south China tour in 1992
2.2.2. A spirit inherited
2.3. From Quantity to Quality
2.3.1. The IP pledge transaction
2.3.2. A driver of quantitative change
2.3.3. The strong demand for content IP by cultural and creative industries
2.4. The US-China Trade War

Part II: Analysis with Three Lenses

Chapter 3 The First Lens: IP Creation and Transfer – IP In-kind Contribution
3.1. Overview of the In-Kind Contribution
3.1.1. The meaning of innovation and IP monetization
3.1.2. A potential model in China
3.2. Obstacles and Challenges
3.2.1. The increased burden of tax compliance
3.2.2. Special rules for FIEs
3.2.3. CSRC’s retrospective review
3.3. Trends and Insights
3.3.1. Observations from the policy announcement and regulatory actions
3.3.2. The rules continue to move in favor of IP monetization
3.3.3. Implementation rules vary by location
3.3.4. Enhanced scrutiny on publicly-listed companies
Chapter 4 The First Lens: IP Creation and Transfer – Securitization
4.1. Overview of the Practice
4.1.1. Copyright pooling and stockpiling
4.1.2. Creating IP-derived rights
4.1.3. IP creation on the internet
4.1.4. The current securitization platform - crowdfunding and quasi IP securitization
4.1.5. The crowdfunding platform
4.2. Obstacles and Challenges
4.2.1. Regulatory redlines
4.2.2. The IP exchange platform
4.3. Trends and Insights
4.3.1. Clear policies of encouragement
4.3.2. The government’s perspective on quasi securitization
4.3.3. An attitude towards creative monetization
4.3.4. The mobile internet trend
4.3.5. Going from zero to a ten billion-dollar market in 2019
Chapter 5 The Second Lens: IP Pledge
5.1. Overview of the Practice
5.1.1. The current frameworks
5.1.2. Highlights of development
5.1.3. Achievements
5.1.4. The variety of models
5.2. Obstacles and Challenges
5.2.1. Fading rosy pictures
5.2.2. How to utilize the patent pledge platforms
5.3. Trends and Insights
5.3.1. The precursor to credit asset securitization
5.3.2. The government’s strong commitment to building up the IP monetization regime
5.3.3. New media receptivity and its response to criticism
5.3.4. Mutually reinforcing innovation regimes
5.3.5. Adopting AI technology to ascertain IP’s value
Chapter 6 The Third Lens: IP Risk Mitigation
6.1. Overview of the Practice
6.1.1. The function of IP insurance
6.1.2. Insurance policies available in China
6.2. Obstacles and Challenges
6.3. Trends and Insights
6.3.1. Reinforcing regimes
6.3.2. The emergence of the insurance conglomerate
6.3.3. Indicators of the development stages of innovative industries
6.3.4. IP insurance development is raising awareness about IP protection
6.3.5. Emerging technologies for IP risk management
Chapter 7 Nine Key Points for Success
7.1. Become Familiar with the Rules of the Game
7.2. Develop Win-Win Strategies
7.3. Occupy the High Ground with an Edge in IP
7.4. Utilize Effective Perspectives in Observing Developments
7.5. View the Development of Patent Insurance as an Indicator
7.6. Create a Detailed Contractual Agreement for In-Kind Investment
7.7. Collaborate with Research Institutes
7.8. Attend to Issues Involving FIEs
7.9. Use the STAR Market as a Window
Chapter 8 Stand at the Gateway of IP and Never Be Defeated

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