我国大位移井专利战略研究
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摘要
随着国际经济一体化趋势的加强,专利竞争已成为科技竞争和经济竞争的一个战略制高点,专利战略成为企业提高技术创新能力,培育核心竞争力的重要手段。目前国内专利战略的相关研究多集中于新型的、高科技企业,如机械、电子技术领域,而对石油企业相关技术的专利战略研究涉足较少。实际上,随着石油勘探对外开放程度的不断扩大,跨国能源巨头纷纷进入我国能源市场,同时国内石油企业也在持续进行重组改制,最初的垄断经营模式被打破,我国的石油企业开始同时面临国内与国外同行企业的激烈竞争。因此大力开展技术创新,形成拥有自主知识产权的技术成果,提高企业自身核心竞争力、抢占市场已成为我国石油企业的当务之急。而专利战略的研究,将对提高企业专利创造、运用、保护和管理能力,提升企业自主创新能力方面发挥重要作用。本文所涉及的大位移井技术是石油行业勘探开发领域中的钻井核心技术,针对这一技术所进行的专利战略研究是相关石油企业提高核心技术创新能力,正确定位竞争策略,增强技术和市场竞争力的重要研究方向。
本研究以大位移井技术专利作为研究基本内容,以中国专利数据库中2009年2月前公开的专利申请文献为检索依据,并将专利地图分析方法引入到大位移井专利战略研究中,使整个技术的专利战略研究过程更具科学性、系统性和全面性,并提出了国内石油行业各重点企业以及其它相关企业在该技术领域相应的专利战略定位策略与建议。本研究的主要内容包括以下几个方面:①阐述了专利战略研究的理论基础、定义及国内外专利战略的研究及发展情况。②综述了大位移井钻井技术国内外研究及发展概况,着重阐述了大位移井的关键技术。③重点围绕大位移井关键技术进行专利检索,通过对所检索出来的专利数据进行分析筛选,形成二次专利文献数据源,并制作相应的专利管理图和专利技术图。④对国内三大石油集团公司在大位移井技术领域的专利布局、研发动向、技术保护重点等竞争态势进行了对比分析。⑤根据专利分析的结论,提出针对各重点石油企业以及其它相关企业在该技术领域相应的专利战略定位策略与建议。
With the trend of international economic integration,the patent competition has become a strategic mission in the scientific and economic area; patent strategy has turned into the most important measure to improve the tech-innovation ability and cultivate core competence, so it is very necessary to study the patent strategy for corporations. Presently in our country patents strategy study mostly concentrate in the high-tech industry, such as mechanic or electronic industry, but there is less patents strategy study on petroleum corporations. Actually with the enlarging degree of opening to the outside world in the field of oil & gas exploration, transnational energy corporations in succession join in China`s energy source market; while domestic petroleum corporation went on regrouping. So the initial monopolization status broken, began to face the drastic competition from domestic and foreign corporation involved. Now it is necessary for petroleum corporation in our country to develop tech-innovation, form technical production with the intellectual property right, advance core competence of corporations and occupy the market. The patent study will play a import role in the ability improvement of patent creation, application, protection and management, and ability advancement of corporations` independent innovation. The extended reach well drilling (ERD) technology studied in this paper is the core drilling technology in the field of petroleum exploration and development. The patent study aimed at the ERD technology for petroleum corporation involved in our country is the important study direction about improvement of core technology innovation ability, exact orientation of competition strategy and strengthening completion ability of technology and market.
This study makes ERD technology patent as basic researchful content. Based on patent disclosure documents before Feb, 2009, this paper applies patent map analysis method to ERD patent strategy study to make the whole research process more scientific, more systemic and more comprehensive, and brings forward the corresponding orientation of competition strategy and suggestions involved for key petroleum corporations and other related corporation in our county. This study is mainly made up of the following aspects:①Illustrating the theory basic , definition and research development of patent strategy study.②Summarizing the general situation ERD technology study and development at home and abroad③Through patent retrieval of ERD technology obtaining the patent data, then analyzing and filtering these data to form the second data resources, after that drawing the corresponding patent management maps and patent technology maps.④Contrasting and analyzing the patent portfolio, completion situation including R&D tendency, technology protection emphases and etc..⑤Based on the conclusion of patent analysis, bringing forward the corresponding orientation of competition strategy and suggestions involved for key petroleum corporations and other related corporation in our county.
本研究以大位移井技术专利作为研究基本内容,以中国专利数据库中2009年2月前公开的专利申请文献为检索依据,并将专利地图分析方法引入到大位移井专利战略研究中,使整个技术的专利战略研究过程更具科学性、系统性和全面性,并提出了国内石油行业各重点企业以及其它相关企业在该技术领域相应的专利战略定位策略与建议。本研究的主要内容包括以下几个方面:①阐述了专利战略研究的理论基础、定义及国内外专利战略的研究及发展情况。②综述了大位移井钻井技术国内外研究及发展概况,着重阐述了大位移井的关键技术。③重点围绕大位移井关键技术进行专利检索,通过对所检索出来的专利数据进行分析筛选,形成二次专利文献数据源,并制作相应的专利管理图和专利技术图。④对国内三大石油集团公司在大位移井技术领域的专利布局、研发动向、技术保护重点等竞争态势进行了对比分析。⑤根据专利分析的结论,提出针对各重点石油企业以及其它相关企业在该技术领域相应的专利战略定位策略与建议。
With the trend of international economic integration,the patent competition has become a strategic mission in the scientific and economic area; patent strategy has turned into the most important measure to improve the tech-innovation ability and cultivate core competence, so it is very necessary to study the patent strategy for corporations. Presently in our country patents strategy study mostly concentrate in the high-tech industry, such as mechanic or electronic industry, but there is less patents strategy study on petroleum corporations. Actually with the enlarging degree of opening to the outside world in the field of oil & gas exploration, transnational energy corporations in succession join in China`s energy source market; while domestic petroleum corporation went on regrouping. So the initial monopolization status broken, began to face the drastic competition from domestic and foreign corporation involved. Now it is necessary for petroleum corporation in our country to develop tech-innovation, form technical production with the intellectual property right, advance core competence of corporations and occupy the market. The patent study will play a import role in the ability improvement of patent creation, application, protection and management, and ability advancement of corporations` independent innovation. The extended reach well drilling (ERD) technology studied in this paper is the core drilling technology in the field of petroleum exploration and development. The patent study aimed at the ERD technology for petroleum corporation involved in our country is the important study direction about improvement of core technology innovation ability, exact orientation of competition strategy and strengthening completion ability of technology and market.
This study makes ERD technology patent as basic researchful content. Based on patent disclosure documents before Feb, 2009, this paper applies patent map analysis method to ERD patent strategy study to make the whole research process more scientific, more systemic and more comprehensive, and brings forward the corresponding orientation of competition strategy and suggestions involved for key petroleum corporations and other related corporation in our county. This study is mainly made up of the following aspects:①Illustrating the theory basic , definition and research development of patent strategy study.②Summarizing the general situation ERD technology study and development at home and abroad③Through patent retrieval of ERD technology obtaining the patent data, then analyzing and filtering these data to form the second data resources, after that drawing the corresponding patent management maps and patent technology maps.④Contrasting and analyzing the patent portfolio, completion situation including R&D tendency, technology protection emphases and etc..⑤Based on the conclusion of patent analysis, bringing forward the corresponding orientation of competition strategy and suggestions involved for key petroleum corporations and other related corporation in our county.
引文
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[37]中国石油集团经济和信息研究中心.中国石油天然气集团公司知识产权战略研究(科研部分)[R]. 2002, 340-341.
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[45]张清奎.专利审查概说[M].知识产权出版社, 2002,28.
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[2]国际能源署(IEA),2008.世界能源展望[R]. 2008.
[3]国际石油网,中国扩大内需计划刺激国际油价上涨[EB/01].2008,www.in-en.com
[4]国土资源部.全国矿产资源规划(2008─2015) [R]. 2009.
[5]周守为.中国海洋石油战略开发与管理研究[D].西南石油大学,石油与天然气工程,2002,1-2.
[6]张运东等.石油工业专利现状及竞争态势分析[J].国际石油经济, 2008,4:47-52.
[7]贾平军,郑毅.中国石油钻井技术发展综述[J].钻采工艺, 2008,1:1-6.
[8]李克向.我国滩海地区应加快发展大位移井钻井技术[J].石油钻采工艺, 1998,3:20-23.
[9]蒋世全.大位移井技术发展现状及启示[J].石油钻采工艺, 1999, 2:33-35.
[10] Leonard Berkowitz. 1989.Getting the most from your parents[M].Marxwells,5.
[11] Josephine Chinying, Lang. Management of intellectual property rights Strategic patenting [J]. Journal of Intellectual Capital. 2001,Vol .2, No. 1: 8-26.
[12] Wagman G., Scofield S. The Competitive Advantage of Intellectual Property[J]. SAM Advance Management Journal Cincinnati Summer. 1999,Vol.64, Issue 3: 4-10.
[13]高桥明夫著,魏启学.日立的专利管理[M].专利文献出版社,1990,14.
[14]斋藤优著,谢燮正译.发明专利经济学[M].专利文献出版社, 1990,185.
[15]戚昌文,邵洋.市场竞争与专利战略[M].华中理工大学出版社, 1995,2-4.
[16]冯晓青.企业知识产权战略[M].知识产权出版社, 2001,58.
[17]李培林.企业知识产权战略研究综述[J].经济经纬, 2006,6:81-84.
[18]李铁宁,罗建华.企业知识产权战略文献综述[J].山西科技,2006,6:11-13.
[19]冯晓.企业知识产权策略[M].知识产权出版社, 2005,65.
[20]袁俊.企业知识产权战略设计与核心竞争力[J].中国工程科学, 2004,11: 88-92.
[21]沈志澄.论我国企业知识产权战略与实践[J].国际商务研究, 2004,5: 5-10.
[22]孔令兵.企业专利战略应用案例分析[J].科技情报开发与经济, 2005,15: 195-197.
[23]崔伟.美国知识产权战略特点及对我国的启示[J].国际经济技术研究, 2004,3: 22-25.
[24]杨启全,吕力之.美国知识产权战略研究及其启示[J].中国科技论坛, 2004,2: 102-105.
[25]李东华,包海波,徐竹青.日本知识产权战略及其启示[J].中国软科学, 2003,12: 85-94.
[26]祝晓莲.美日两国知识产权战略:比较与启示[J].国际技术研究, 2002,4: 34-42.
[27]朱兴国.推进中的日本国家知识产权战略[J].世界知识产权, 2005,5: 61-63.
[28]陈鸿斌.日本保护知识产权战略点评[J] .国际观察, 2002,5: 33-37.
[29]康洛奎.日本“知识产权战略推进计划”的启示[J].电工知识产权, 2004,4: 19-22.
[30]李志军.日本的知识产权战略与管理[J].科学与管理, 2003,2: 17-21.
[31]包海波.日本企业的知识产权战略管理[J] .科技与经济, 2004,2: 41-45.
[32]刘昌黎.日本知识产权战略[J].日本研究, 2003,1: 1-8.
[33]杨书臣.日本知识产权战略浅析[J].日本问题研究, 2004,2: 7-12.
[34]姜桂兴.韩国知识产权管理与知识产权战略探析[J].科技与经济, 2005,5: 36-41.
[35]张丽荣.番禺区中小企业专利战略示范研究[D].西南交通大学: 2007,11-13.
[36]张发展.复杂钻井工艺技术[M].石油工业出版社, 2006,180.
[37]中国石油集团经济和信息研究中心.中国石油天然气集团公司知识产权战略研究(科研部分)[R]. 2002, 340-341.
[38] M.L.Payne,D.A.Cocking,A.J.Hatch.Critieal Technology for Success in Extended Reach Drilling[R].SPE30140.
[39] M.L.Payne,D.A.Cocking,A.J.Hatch.Critieal Technology for Success in Extended Reach Drilling[R].SPE28293.
[40] D.N.Roeheleau.,Dareing D.W. Effeet of Drag Forces on Bit weight in High Curvature Well Bores Trans.ASME[J].J.Energy Resoureces Tehnology. 1992,114.
[41] Harald Blikra, K.E.Drevdal, T.V. Aarrestad. EXtendedcReaeh,Horizontal,and Complex Design Wells[R].SPE28005.
[42] Odell.A.C.II.APPlication of highly-variable gauge stabilizer at Wytch Farm to extend the ERD envelope[R].SPE30462.
[43]吴新银.专利地图在企业专利战略中的应用研究[D].华中科技大学硕士学位论文, 2004,9-12.
[44]刘平,张静.专利技术图在企业专利战略中的具体应用[J].电子知识产权, 2005,7:27.
[45]张清奎.专利审查概说[M].知识产权出版社, 2002,28.
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