【作者】 李燕；

【导师】 彭晓东；

【作者基本信息】 重庆大学 ， 情报学， 2009， 硕士

【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。更多还原

【Abstract】 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.更多还原