Abstract: Evaluation of patent value is an important work for an enterprise to bring the patent assets under effective management. Summing up the advantages and disadvantages of the existing Chinese and foreign patent value evaluating methods, CNPC Economics & Technology Research Institute established a system of methods to evaluate the effective patent value for petroleum enterprises in the light of the technological characteristics of the petroleum industry and the patent management trends of petroleum enterprises. Based on the characteristics of the oil and gas industrial chain, this paper analyzes the different ways to realize patent value in exploration and development, engineering technology, oil refining and chemicals, safety and environmental protection as well as other areas. The analysis covers corporate strategy, assurance of technology for free application, controlling power of technology, protection of products or serving the market, restriction of competitive rivalries and increase of service added-value. The evaluation indexes, evaluation standards and evaluation weight are established on the basis of the four dimensions – law, technology, application and corporate strategy. The different evaluation norms are formulated according to the different evaluation purposes, thus providing the applicable and quantitative integrated evaluation methods, processes and tools to evaluate the effective patent value and making the optimized suggestions on patent value-evaluating work for petroleum enterprises. The efforts also include establishment and perfection of the information platform for corporate patent value evaluation, introduction of machines for study and evaluation in time, and dynamic perfection of the evaluation system against the energy transitional background.

摘要： 专利价值评价是企业实现专利资产有效管理的重要工作。在总结国内外现有专利价值评价方法优缺点的基础上，依据石油行业技术特点，结合石油企业专利管理趋势，建立石油企业有效专利价值评价的方法体系。基于油气产业链特点，分析勘探开发、工程技术、炼油化工、安全环保及其他领域不同的专利价值实现方式，包括支撑公司战略、保证技术自由实施、掌握技术控制权、保护产品或服务市场、限制竞争对手、增加服务附加值等，从法律、技术、应用、企业战略4个维度设置相应的评价指标、评价标准和评价权重，根据不同的评价目的给出不同的评价准则，为石油企业有效专利价值评价提供一种可操作、定量化的综合评价方法、流程和工具，并为石油企业专利价值评价工作提出优化建议，包括建立或完善企业专利价值评价信息平台、适时引入机器学习评价，以及在能源转型背景下动态完善评价体系等。

关键词: 有效专利, 专利价值, 专利评价, 石油行业