基于元路径的专利组合挖掘与分析方法研究

随着全球知识密集型产业转型升级不断推进，日益剧烈与复杂的技术竞争环境使以专利组合为基本研究单元的技术战略分析逐渐成为学界和业界关注焦点。现有研究主要从正向角度讨论专利组合的构建动因、构建方法等问题。但鉴于目前复杂的技术环境，若能够从竞争对手拥有的庞大专利集合中反向挖掘出其具有特定战略意图的专利组合结构，对于实施相应技术防御与突破技术封锁手段同样具有重要意义。因此，首先基于专利组合内专利间存在的技术关联关系，重构专利技术信息的知识表达，探索该知识结构下的专利组合元路径特征，开发一套基于元路径挖掘的专利组合识别算法；然后，进一步梳理整合不同专利组合类型与企业专利攻防战略间的关系，以此为企业专利战略分析与实施提供指导；最后，以非全氟化质子交换膜领域为例进行实证研究，为我国非全氟化质子交换膜产业安全与企业发展提出应对建议。

Research on the Mining and Analysis Method of Patent Portfolio based on the Meta-path

With the continuous advancement of the upgrading and transformation of the global knowledge-intensive industry, the increasingly fierce and complex technological competition environment makes the technology strategy analysis with the patent portfolio as the basic research unit gradually become the focus of academia and industry. Existing researches mainly discuss the motivations and methods of patent portfolio construction from a forward-direction perspective. However, in terms of the current complex technical environment, if we can recognize the patent portfolio structure that has specific strategic intention with a backward-direction perspective from the huge patent collection owned by our competitors, it is also of great significance for us to implement the technology defense or to break through the technology blockade. Therefore, this paper first reconstructed the knowledge expression of patent technology information, explored the characteristics of patent portfolio meta path under the knowledge structure, and developed a set of patent portfolio identification algorithms based on meta path mining. Then, we further clarified and integrated the relationship between different types of patent portfolio and enterprise attack and defense strategy of the patent, so as to provide guidance for enterprise patent strategy analysis and implementation. At the end of this paper, we took the non-perfluorinated proton exchange membrane field as an example for empirical research and put forward suggestions for the safe development of the non-perfluorinated proton exchange membrane industry in China.