JPWO2005050511A1 - Company evaluation device and company evaluation program - Google Patents

Company evaluation device and company evaluation program Download PDF

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JPWO2005050511A1
JPWO2005050511A1 JP2005515542A JP2005515542A JPWO2005050511A1 JP WO2005050511 A1 JPWO2005050511 A1 JP WO2005050511A1 JP 2005515542 A JP2005515542 A JP 2005515542A JP 2005515542 A JP2005515542 A JP 2005515542A JP WO2005050511 A1 JPWO2005050511 A1 JP WO2005050511A1
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博昭 増山
博昭 増山
薫 宮本
薫 宮本
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本発明は、企業の研究開発戦略や知的財産戦略を分析し、経営財務情報と合わせて企業価値評価を行うことが可能な企業評価装置並びに企業評価プログラムを提供することを目的とする。 この課題を解決するために本発明は、公開特許公報等の技術文献を取得する技術文献取得手段と、技術文献をIPCサブクラス等の技術分野別に分類して技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と算出した技術分野別寡占スコアを表示手段等に出力する出力手段とを備えた。An object of the present invention is to provide a company evaluation apparatus and a company evaluation program capable of analyzing a company's research and development strategy and intellectual property strategy and evaluating a company value together with management financial information. In order to solve this problem, the present invention provides a technical document acquisition means for acquiring a technical document such as an open patent gazette, and a technique for classifying the technical document by technical field such as an IPC subclass and extracting the total number of inventions by technical field Total invention number extraction means by field, invention number extraction means by company to extract the number of inventions by technology field, and technical field by dividing the number of inventions by technology field by company by the total number of inventions by technology field Calculate the share of the number of inventions by different companies, add the number of inventions by company in the technical field to the ka power (however, ka> 1) and add up the total for each company that has at least one invention in the specified technical field. And a technical field-specific oligopoly score calculation means for calculating and calculating a technical field-specific oligopoly score; and an output means for outputting the calculated technical field-specific oligopoly score to a display means or the like.

Description

本発明は、企業価値評価とその判断に関するものである。  The present invention relates to corporate value evaluation and judgment.

従来、特開2000−348015号公報のような、財務データに基づいて、経済の変化を反映するように、年1や4半期毎など比較的更新期間が長いデータに基づいた企業評価に、日々変動する株価や金利・為替などのように更新期間が比較的短いデータを用いてその変化を予測し、評価したい時点において適時に対象企業を評価できるシステムが知られている。
また特開2001−76042号公報には、登録された特許とそれに関連する売上高や利益などを減価償却して、現存している特許の資産価値を把握しようとするものである。また、各特許の価値の評価は、自社評価や他社評価などをランク付けして入力したものを、寄与度として評価する知的財産評価装置が知られている。
金融機関や投資家や企業においては、投資先や取引先の企業価値を見極めることが非常に重要である。そこで、従来、この企業価値を見極めるために、経営・財務や株価などの経営財務情報をもとに、企業価値を客観的に判断しようとする試みが行れ、その中には、多変量解析や統計的手法およびデータマイニングなどの手法を用いて、評価対象となる企業の審査や格付けを行うものが存在している。
Conventionally, company evaluation based on data having a relatively long renewal period such as annually or quarterly so as to reflect economic changes based on financial data as in JP 2000-348015 A There is known a system that can predict a change using data having a relatively short update period such as a fluctuating stock price, interest rate, and exchange rate, and evaluate a target company in a timely manner at the time of evaluation.
Japanese Patent Application Laid-Open No. 2001-76042 seeks to depreciate registered patents and related sales and profits to grasp the asset value of existing patents. In addition, for the evaluation of the value of each patent, there is known an intellectual property evaluation apparatus that evaluates, as a contribution, an input obtained by ranking in-house evaluation or other company evaluation.
For financial institutions, investors, and companies, it is very important to determine the corporate value of investees and business partners. Therefore, in order to determine this corporate value, an attempt has been made to objectively judge corporate value based on management financial information such as management / finance and stock prices, including multivariate analysis. There are those that use the methods such as statistical methods and data mining to examine and rate the companies to be evaluated.

近年、企業価値に占める無形資産(インタンジブル・アセット)の割合が大きくなるにつれ、無形資産の価値が企業価値を大きく左右するようになってきた。しかしながら、一般に企業価値は、総資産=負債+株主資本によって表される貸借対照表上の簿価ではなく、大まかには株式の時価総額+負債によって算定される。したがって、完全な時価会計が適用された場合、株式時価総額−株主資本によって算出される金額が企業の目に見えない資産(無形資産)の妥当性を示しているということになるが、従来は無形資産の価値を具体的に算出して用途に応じて判断することが困難であるという不具合を生じていた。
また、特開2000−348015号公報に記載のシステムでは、決算期に公表される財務データのように更新間隔の長いデータ(静的データ)のみならず、株価等のように更新間隔の短いデータ(動的データ)をも入力して企業評価のためのモデルを作成し、このモデルに評価対象の関連する静的データおよび動的データを適用することによって、経時的に変動しうる評価対象の評価項目の評価が適時かつ最新のものとして算出されるとされているが、所定の技術分野における発明が特定企業によって独占状態にあるか、又は競争状態にあるか、発明に関する競争力が絶対的又は相対的にどの程度であるのかを容易に判断することができないという不具合を生じていた。
また、特開2001−76042号公報に記載の知的財産評価装置では、特許などの知的財産の1件1件の評価を、各年度毎に評価するものであり、企業の価値を判断することができないという不具合を生じていた。
株式時価総額などは、市場における株価によって決定されるものであるため、投資家にとって現在の株価と帳簿上の株主資本によって算出される無形資産の価値が妥当であるか否かは、株式売買の意思決定における極めて重要な要素となっている。企業では、資金を調達して技術開発などを継続して行なうことによって、無形資産価値の増大を図り、企業価値を高めることを望んでいる。したがって、無形資産価値の増大は企業において経営戦略上の重要課題と位置付けられている。
このように無形資産の価値評価手法の確立が喫緊の課題となっているのであるが、無形資産は、特許や商標などの工業所有権や著作権などの知的財産権の他、ブランドやノウハウなどの目に見えない多様な資産によって構成されているため、その価値を評価することは容易ではない。
このことに鑑みて、従来から無形資産を評価しようとする試みがあるが、無形資産の価値を定量的・定性的に取り込んで企業価値の妥当性を評価することができないという不具合を生じていた。
本発明は、特許情報等の技術文献を用いて企業の事業戦略、研究開発戦略、知的財産戦略を分析し、更に経営・財務情報と合わせてより明確な企業価値評価を行う企業評価装置並びに企業評価プログラムを提供することを目的としている。
また本発明は、所定の技術分野における発明や技術力が、寡占状態にあるか若しくは競争状態にあるかを示す数値、棒グラフ又は指標を提示することが可能な企業評価装置を提供することを目的としている。
また本発明は、所定の技術分野における発明数が特定の企業の寡占状態にあるか否かと、調査対象の企業が当該技術分野においてどの程度の技術的なシェアを有しているかを併せて表示することが可能な企業評価装置を提供することを目的としている。
また本発明は、特定の企業における技術力が各技術分野に多角化しているか、又は、技術力が一の技術分野に集中しているかを判断することが可能な指標を、数値、文言、又は図形で提示することが可能な企業評価装置を提供することを目的としている。
また本発明は、発明から見た技術開発力の総合力の大きさと、発明に関する競争力の強さを表す指標を、数値、文言、又は図形で提示することが可能な企業評価装置を提供することを目的としている。
また本発明は、発明から見た技術開発力の総合力の大きさと発明に関する競争力の強さを表す指標を、企業間での相対評価を行なうことが可能な状態で提示することが可能な企業評価装置を提供することを目的としている。
また本発明は、技術分野が広い企業であっても技術分野が狭い企業であっても対等に発明に関する競争力を対比することが可能な企業評価装置を提供することを目的としている。
また本発明は、発明から見た技術の競争力について、企業全体の伸び率を加味した評価を行なうことが可能な企業評価装置を提供することを目的としている。
また本発明は、発明に関する技術力と経営財務情報とを併せて利用者に提示することによって、企業の状況をより的確に判断することが可能な企業評価装置を提供することを目的としている。
上記課題を解決するために本発明に係る企業評価装置は、技術文献を技術文献データベースから取得する技術文献取得手段と、取得した技術文献を技術分野別に分類して技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、取得した技術文献を技術分野別に分類して企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、算出した技術分野別寡占スコアを表示手段等に出力する出力手段とを備えたことを特徴とする。
また、上記課題を解決するために本発明に係る企業評価装置は、所定の閾値と技術分野別寡占スコアとを比較して、所定の技術分野における発明数が特定の企業の寡占状態にあるか、又は、多くの企業による競争状態にあるかを判断する技術分野別寡占状態判断手段と、技術分野別寡占状態判断手段が判断した寡占状態又は競争状態を示す指標を表示手段等に出力する出力手段とを備えたことを特徴とする。
また、上記課題を解決するために本発明に係る企業評価装置は、所定の閾値と技術分野別寡占スコアとを比較して、所定の技術分野における発明数が特定の企業の寡占状態にあるか、又は、多くの企業による競争状態にあるかを判断する技術分野別寡占状態判断手段と、技術分野別寡占スコアの数値又は棒グラフによる表示と寡占状態にあるか又は競争状態にあるかの判断結果を同一の枠内又は隣接する位置に表示するための表示用データを生成する表示用データ生成手段と、表示用データを表示手段等に出力する出力手段とを備えたことを特徴とする。
また、上記課題を解決するために本発明に係る企業評価装置は、技術文献を技術文献データベースから取得する技術文献取得手段と、取得した技術文献を企業別に分類して企業別全発明数を抽出する企業別全発明数抽出手段と、取得した技術文献を技術分野別に分類して企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、企業別技術分野別発明数を企業別全発明数で除算して企業別技術分野別発明数シェアを算出し、企業別技術分野別発明数シェアをkb乗(但し、kb>0)したものを特定の企業内において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別寡占スコアを算出する企業別寡占スコア算出手段と、算出した企業別寡占スコアを表示手段等に出力する出力手段とを備えたことを特徴とする。
また、上記課題を解決するために本発明に係る企業評価装置は、所定の閾値と企業別寡占スコアとを比較して特定の企業における発明数が特定の技術分野に集中しているか、又は、多くの技術分野に多角化しているかを表す図形又は文言を用いて区分する企業別多角化区分手段(特許多角化指数に基づいて区分してもよい)と、図形又は文言による区分の表示用データを表示手段等に出力する出力手段とを備えたことを特徴とする。
また、上記課題を解決するために本発明に係る企業評価装置は、1から企業別寡占スコアを減算した多角化指数、又は、1から企業別寡占スコアを減算した値に10、100、200、1000又はこれらの倍数などを乗算した多角化指数(特許多角化指数を含む。以下同じ)を算出する多角化指数算出手段と、所定の閾値と多角化指数とを比較して特定の企業における発明数が特定の技術分野に集中しているか、又は、多くの技術分野に多角化しているかを表す図形又は文言を用いて区分する企業別多角化区分手段と、図形又は文言による区分の表示用データを表示手段等に出力する出力手段とを備えたことを特徴とする。
また、上記課題を解決するために本発明に係る企業評価装置は、技術文献を技術文献データベースから取得する技術文献取得手段と、取得した技術文献を技術分野別に分類して技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、取得した技術文献を技術分野別に分類して企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、技術分野別企業別発明数シェアと前記技術分野別寡占スコアとを乗算して技術分野別強調寡占スコアを算出する技術分野別強調寡占スコア算出手段と、算出した技術分野別強調寡占スコアを表示手段等に出力する出力手段とを備えたことを特徴とする。
また、上記課題を解決するために本発明に係る企業評価装置は、技術文献を技術文献データベースから取得する技術文献取得手段と、取得した技術文献を技術分野別に分類して技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、取得した技術文献を技術分野別に分類して企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、技術分野別企業別発明数シェアと前記技術分野別寡占スコアとを乗算して技術分野別強調寡占スコアを算出する技術分野別強調寡占スコア算出手段と、技術分野別強調寡占スコアを特定の企業において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別競争力スコアを算出する企業競争力スコア算出手段と、算出した企業競争力スコアを表示手段等に出力する出力手段とを備えたことを特徴とする。
また、上記課題を解決するために本発明に係る企業評価装置は、所定の閾値と企業競争力スコアとを比較して、特定の企業の発明に関する競争力を表す図形又は文言を用いて区分する企業競争力スコア区分手段と、図形又は文言による区分の表示用データを生成する表示用データ生成手段と、表示用データを表示手段等に出力する出力手段とを備えたことを特徴とする。また本発明に係る企業評価装置は、前記の閾値に全企業の企業競争力スコアの平均値、又は標準偏差を用いたことを特徴とする。
また、上記課題を解決するために本発明に係る企業評価装置は、技術文献を技術文献データベースから取得する技術文献取得手段と、取得した技術文献を技術分野別に分類して技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、取得した技術文献を技術分野別に分類して企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、技術分野別企業別発明数シェアと前記技術分野別寡占スコアとを乗算して技術分野別強調寡占スコアを算出する技術分野別強調寡占スコア算出手段と、技術分野別強調寡占スコアを特定の企業において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別競争力スコアを算出する企業競争力スコア算出手段と、企業別競争力スコアを技術分野数で除算して規格化企業競争力スコアを算出する規格化企業競争力スコア算出手段と、算出した規格化企業競争力スコアを表示手段等に出力する出力手段とを備えたことを特徴とする。
また、上記課題を解決するために本発明に係る企業評価装置は、所定の閾値と規格化企業競争力スコアとを比較して特定の企業の発明に関する競争力を表す図形又は文言を用いて区分する規格化企業競争力スコア区分手段と、図形又は文言による区分の表示用データを生成する表示用データ生成手段と、表示用データを表示手段等に出力する出力手段とを備えたことを特徴とする。また本発明に係る企業評価装置は、前記の閾値に全企業の企業競争力スコアの平均値、又は標準偏差を用いたことを特徴とする。
また、上記課題を解決するために本発明に係る企業評価装置は、技術文献を技術文献データベースから取得する技術文献取得手段と、取得した技術文献を技術分野別に分類して技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、取得した技術文献を技術分野別に分類して企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、記技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、技術分野別企業別発明数シェアと前記技術分野別寡占スコアとを乗算して技術分野別強調寡占スコアを算出する技術分野別強調寡占スコア算出手段と、技術分野別強調寡占スコアを特定の企業において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別競争力スコアを算出する企業競争力スコア算出手段と、取得した技術文献の日付情報に基づいて特定企業における発明数の伸び率と全企業における発明数の伸び率とを取得する発明伸び率取得手段と、特定企業における発明数の伸び率から全企業における発明数の伸び率を減算して特定企業の超過成長率を算出する超過成長率算出手段と、超過成長率に1を加算した値に企業競争力スコアを乗算して企業競争力指数(特許競争力指数(PCPI)を含む指標をいう。特許競争力指数(PCPI)については式17にて説明する)を算出する企業競争力指数算出手段と、企業競争力指数を表示手段等に出力する出力手段とを備えたことを特徴とする。
また、上記課題を解決するために本発明に係る企業評価装置は、所定の閾値と算出した企業競争力指数とを比較して特定の企業の発明に関する競争力を表す図形又は文言を用いて区分する企業競争力指数区分手段と、図形又は文言による区分の表示用データを生成する表示用データ生成手段と、表示用データを表示手段等に出力する出力手段とを備えたことを特徴とする。また本発明に係る企業評価装置は、前記の閾値に全企業の企業競争力スコアの平均値、又は標準偏差を用いたことを特徴とする。
また、上記課題を解決するために本発明に係る企業評価装置は、技術文献を技術文献データベースから取得する技術文献取得手段と、取得した技術文献を技術分野別に分類して技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、取得した技術文献を技術分野別に分類して企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、技術分野別企業別発明数シェアと前記技術分野別寡占スコアとを乗算して技術分野別強調寡占スコアを算出する技術分野別強調寡占スコア算出手段と、技術分野別強調寡占スコアを特定の企業において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別競争力スコアを算出する企業競争力スコア算出手段と、取得した技術文献の日付情報に基づいて特定企業における発明数の伸び率と全企業における発明数の伸び率とを取得する発明伸び率取得手段と、特定企業における発明数の伸び率から全企業における発明数の伸び率を減算して特定企業の超過成長率を算出する超過成長率算出手段と、超過成長率に1を加算した値に企業競争力スコアを乗算して企業競争力指数を算出する企業競争力指数算出手段と、企業別競争力指数を技術分野数で除算して規格化企業競争力指数(規格化特許競争力指数(avgPCPI)を含む指標をいう。規格化特許競争力指数(avgPCPI)については式18にて説明する)を算出する規格化企業競争力指数算出手段と、規格化企業競争力指数を表示手段等に出力する出力手段とを備えたことを特徴とする。
また、上記課題を解決するために本発明に係る企業評価装置は、所定の閾値と算出した規格化企業競争力指数とを比較して特定の企業の発明に関する競争力を表す図形又は文言を用いて区分する規格化企業競争力指数区分手段と、図形又は文言による区分の表示用データを生成する表示用データ生成手段と、表示用データを表示手段等に出力する出力手段とを備えたことを特徴とする。また本発明に係る企業評価装置は、前記の閾値に全企業の企業競争力スコアの平均値、又は標準偏差を用いたことを特徴とする。
また、上記課題を解決するために本発明に係る企業評価装置は、技術分野の分類にIPCセクション、IPCクラス、IPCサブクラス、IPCメイングループ、IPCサブグループ、Fターム、FI、ファセット技術文献に含まれるキーワードを用いたことを特徴とする。
また、上記課題を解決するために本発明に係る企業評価装置は、技術文献として、特許公報、公開特許公報、実用新案公報、公開実用新案公報、公表公報、再公表公報、外国公報、審決公報、経過情報、又は公開技報を用いたことを特徴とする。
また、上記課題を解決するために本発明に係る企業評価装置は、技術分野別全発明数、企業別技術分野別発明数等における発明数として、特許又は実用新案の出願件数、出願請求項数、登録件数、登録請求項数、審査請求件数、審査請求した請求項数、登録査定件数、登録査定請求項数、拒絶査定件数、拒絶査定請求項数、審判請求件数、審判請求の請求項数又はこれらの比率を用いたことを特徴とする。
また、上記課題を解決するために本発明に係る企業評価装置は、企業別寡占スコアの区分又は多角化指数の区分と、企業競争力スコアの区分又は規格化企業競争力スコアの区分とを関連づけて表示するための表示用データを生成する表示用データ生成手段と、表示用データを表示手段等に出力する出力手段とを備えたことを特徴とする。
また、上記課題を解決するために本発明に係る企業評価装置は、企業別寡占スコアの区分又は多角化指数の区分と、企業競争力指数の区分又は規格化企業競争力指数の区分とを関連づけて表示するための表示用データを生成する表示用データ生成手段と、表示用データを表示手段等に出力する出力手段とを備えたことを特徴とする。
また、上記課題を解決するために本発明に係る企業評価装置は、企業別寡占スコアの区分又は多角化指数の区分と、企業別競争力スコア若しくは規格化企業競争力スコア、又は、企業競争力指数若しくは規格化企業競争力指数とを関連づけて表示するための表示用データを生成する表示用データ生成手段と、表示用データを表示手段等に出力する出力手段とを備えたことを特徴とする。
また、上記課題を解決するために本発明に係る企業評価装置は、企業の規模を示す情報若しくは企業の財務情報等の経営財務情報を記録する経営財務データベースから調査対象の企業の経営財務情報を取得する経営財務情報取得手段と、企業別寡占スコア、技術分野別強調寡占スコア、企業競争力スコア、規格化企業競争力スコア、企業競争力指数、又は規格化企業競争力指数と、取得した調査対象の企業の経営財務情報との関係を企業毎にグラフ又は図表にて表示するための表示用データを生成する表示用データ生成手段と、表示用データを表示手段等に出力する出力手段とを備えたことを特徴とする。
また、上記課題を解決するために本発明に係る企業評価装置は、経営財務情報として、売上高、売上げ利益、営業利益、売上げ利益率、営業利益率、総資産時価総額比率、株主資本時価総額比率、売上高時価総額比率、製造販売利益時価総額比率、営業利益時価総額比率、総資産製造販売利益率、株主資本製造販売利益率、総資産営業利益率、株主資本営業利益率、株主資本比率、時価総額株主資本差額、研究開発費、売上高研究開発費比率、製造販売利益研究開発費比率、製造販売利益率、又は製造販売利益等の会社の財務情報を用いたことを特徴とする。
本発明によれば、技術文献を技術文献データベースから取得する技術文献取得手段と、取得した技術文献を技術分野別に分類して技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、取得した技術文献を技術分野別に分類して企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、算出した技術分野別寡占スコアを表示手段等に出力する出力手段とを備えたので、所定の技術分野における発明や技術力の寡占状態若しくは競争状態を表示することが可能となる。
また本発明によれば、所定の閾値と技術分野別寡占スコアとを比較して、所定の技術分野における発明数が特定の企業の寡占状態にあるか、又は、多くの企業による競争状態にあるかを判断する技術分野別寡占状態判断手段と、技術分野別寡占状態判断手段が判断した寡占状態又は競争状態を示す指標を表示手段等に出力する出力手段とを備えたので、所定の技術分野における発明や技術力の寡占状態若しくは競争状態をわかり易く絶対的に表示することが可能となる。
また本発明によれば、所定の閾値と技術分野別寡占スコアとを比較して、所定の技術分野における発明数が特定の企業の寡占状態にあるか、又は、多くの企業による競争状態にあるかを判断する技術分野別寡占状態判断手段と、技術分野別寡占スコアの数値又は棒グラフによる表示と寡占状態にあるか又は競争状態にあるかの判断結果を同一の枠内又は隣接する位置に表示するための表示用データを生成する表示用データ生成手段と、表示用データを表示手段等に出力する出力手段とを備えたので、所定の技術分野における発明数が特定の企業の寡占状態にあるか否かと、調査対象の企業が当該技術分野においてどの程度の技術的なシェアを有しているかを併せて表示することが可能となる。また、所定の技術分野が多くの企業による競争状態にあって、調査対象の企業が発明について僅かなシェアしか有していない場合には、その調査対象の企業は当該技術分野において現状では優位な状況にないとの判断を容易に行なうことが可能となる。
また本発明によれば、技術文献を技術文献データベースから取得する技術文献取得手段と、取得した技術文献を企業別に分類して企業別全発明数を抽出する企業別全発明数抽出手段と、取得した技術文献を技術分野別に分類して企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、企業別技術分野別発明数を企業別全発明数で除算して企業別技術分野別発明数シェアを算出し、企業別技術分野別発明数シェアをkb乗(但し、kb>0)したものを特定の企業内において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別寡占スコアを算出する企業別寡占スコア算出手段と、算出した企業別寡占スコアを表示手段等に出力する出力手段とを備えたので、企業別寡占スコアの値が小さい程各技術分野に技術力が多角化していることを示すことが可能となり、企業別寡占スコアの値が大きい程一技術分野に技術力が集中していることを示すことが可能となる。従って利用者は、特定の企業の技術開発分野の集中、多角化の度合いを容易に知ることが可能となり、同一の計算手法を用いて算出した他企業の特許多角化指数と比較することにより、所定の技術開発分野の集中、多角化の度合いを比較することが可能となる。
また本発明によれば、所定の閾値と企業別寡占スコアとを比較して特定の企業における発明数が特定の技術分野に集中しているか、又は、多くの技術分野に多角化しているかを表す図形又は文言を用いて区分する企業別多角化区分手段と、図形又は文言による区分の表示用データを表示手段等に出力する出力手段とを備えたので、特定の企業における技術力が各技術分野に多角化しているか、又は、技術力が一の技術分野に集中しているかを判断することが可能な指標をわかり易く絶対的に提示することが可能となる。
また本発明によれば、1から企業別寡占スコアを減算した多角化指数、又は、1から企業別寡占スコアを減算した値に100を乗算した多角化指数を算出する多角化指数算出手段と、所定の閾値と多角化指数とを比較して特定の企業における発明数が特定の技術分野に集中しているか、又は、多くの技術分野に多角化しているかを表す図形又は文言を用いて区分する企業別多角化区分手段と、図形又は文言による区分の表示用データを表示手段等に出力する出力手段とを備えたので、特許多角化指数の値が大きい程各技術分野に技術力が多角化していることを示すことが可能となり、特許多角化指数の値が小さい程一技術分野に技術力が集中していることを示すことが可能となる。従って利用者は、特定の企業の技術開発分野の集中、多角化の度合いを容易に知ることが可能となり、同一の計算手法を用いて算出した他企業の特許多角化指数と比較することにより、所定の技術開発分野の集中、多角化の度合いを比較することが可能となる。
なお、多角化指数を算出する際に乗算する数値は、上記100に限定されるものではなく、例えば10、200、1000などの切りの良い数値、又はこれらの倍数を用いてもよい。
また本発明によれば、技術文献を技術文献データベースから取得する技術文献取得手段と、取得した技術文献を技術分野別に分類して技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、取得した技術文献を技術分野別に分類して企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、技術分野別企業別発明数シェアと前記技術分野別寡占スコアとを乗算して技術分野別強調寡占スコアを算出する技術分野別強調寡占スコア算出手段と、算出した技術分野別強調寡占スコアを表示手段等に出力する出力手段とを備えたので、所定の技術分野における発明数のシェアが大きい場合にはその企業によって寡占状態が形成されており、この値が大きいほど当該企業の発明から見た技術開発力の総合力が大きいことが判断できる。これによって、株の購入または売却を検討するにあたって企業の将来性を検討する際に利用したり、共同開発する企業を選択する際の目安や、就職先の判断として利用することも可能となる。
また本発明によれば、技術文献を技術文献データベースから取得する技術文献取得手段と、取得した技術文献を技術分野別に分類して技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、取得した技術文献を技術分野別に分類して企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、技術分野別企業別発明数シェアと前記技術分野別寡占スコアとを乗算して技術分野別強調寡占スコアを算出する技術分野別強調寡占スコア算出手段と、技術分野別強調寡占スコアを特定の企業において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別競争力スコアを算出する企業競争力スコア算出手段と、算出した企業競争力スコアを表示手段等に出力する出力手段とを備えたので、特許競争力スコアの値が大きく算出されるほど、発明から見た技術開発力の総合力が大きいことを提示することが可能となる。
また本発明によれば、所定の閾値と企業競争力スコアとを比較して、特定の企業の発明に関する競争力を表す図形又は文言を用いて区分する企業競争力スコア区分手段と、図形又は文言による区分の表示用データを生成する表示用データ生成手段と、表示用データを表示手段等に出力する出力手段とを備えたので、特定企業の特許競争力指数の位置づけを星の数や企業のタイプとして表現することによって、発明に関する競争力を見易く表現することが可能となり、特許出願件数や特許出願の請求項数、IPCサブクラスの分類等について敢えて調査しなくても、複数の企業間の発明に関する競争力をわかり易く提示することが可能となる。また、閾値に全企業の企業競争力スコアの平均値、又は標準偏差を用いることによって企業間での相対評価を行なうことが可能となり、平均を上回った企業や下回った企業を際立たせ、特定企業の特許競争力の優劣を提示することが可能となる。
また本発明によれば、技術文献を技術文献データベースから取得する技術文献取得手段と、取得した技術文献を技術分野別に分類して技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、取得した技術文献を技術分野別に分類して企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、技術分野別企業別発明数シェアと前記技術分野別寡占スコアとを乗算して技術分野別強調寡占スコアを算出する技術分野別強調寡占スコア算出手段と、技術分野別強調寡占スコアを特定の企業において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別競争力スコアを算出する企業競争力スコア算出手段と、企業別競争力スコアを技術分野数で除算して規格化企業競争力スコアを算出する規格化企業競争力スコア算出手段と、算出した規格化企業競争力スコアを表示手段等に出力する出力手段とを備えたので、企業における技術分野の広さにとらわれない技術開発力の大きさを提示することが可能となる。
また、技術分野が広い企業であっても技術分野が狭い企業であっても対等に発明に関する競争力を対比することが可能となる。
また本発明によれば、所定の閾値と規格化企業競争力スコアとを比較して特定の企業の発明に関する競争力を表す図形又は文言を用いて区分する規格化企業競争力スコア区分手段と、図形又は文言による区分の表示用データを生成する表示用データ生成手段と、表示用データを表示手段等に出力する出力手段とを備えたので、発明に関する規格化した競争力を見易く表現することが可能となる。また、閾値に全企業の企業競争力スコアの平均値、又は標準偏差を用いることによって企業間での相対評価を行なうことが可能となり、平均を上回った企業や下回った企業を際立たせ、特定企業の特許競争力の優劣を提示することが可能となる。
また本発明によれば、技術文献を技術文献データベースから取得する技術文献取得手段と、取得した技術文献を技術分野別に分類して技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、取得した技術文献を技術分野別に分類して企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、記技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、技術分野別企業別発明数シェアと前記技術分野別寡占スコアとを乗算して技術分野別強調寡占スコアを算出する技術分野別強調寡占スコア算出手段と、技術分野別強調寡占スコアを特定の企業において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別競争力スコアを算出する企業競争力スコア算出手段と、取得した技術文献の日付情報に基づいて特定企業における発明数の伸び率と全企業における発明数の伸び率とを取得する発明伸び率取得手段と、特定企業における発明数の伸び率から全企業における発明数の伸び率を減算して特定企業の超過成長率を算出する超過成長率算出手段と、超過成長率に1を加算した値に企業競争力スコアを乗算して企業競争力指数を算出する企業競争力指数算出手段と、企業競争力指数を表示手段等に出力する出力手段とを備えたので、発明に関する競争力について企業全体の伸び率を加味した評価を行なうことが可能となる。
また本発明によれば、所定の閾値と算出した企業競争力指数とを比較して特定の企業の発明に関する競争力を表す図形又は文言を用いて区分する企業競争力指数区分手段と、図形又は文言による区分の表示用データを生成する表示用データ生成手段と、表示用データを表示手段等に出力する出力手段とを備えたので、全企業の伸び率を加味した発明に関する競争力を見易く表現することが可能となる。
また本発明によれば、技術文献を技術文献データベースから取得する技術文献取得手段と、取得した技術文献を技術分野別に分類して技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、取得した技術文献を技術分野別に分類して企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、技術分野別企業別発明数シェアと前記技術分野別寡占スコアとを乗算して技術分野別強調寡占スコアを算出する技術分野別強調寡占スコア算出手段と、技術分野別強調寡占スコアを特定の企業において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別競争力スコアを算出する企業競争力スコア算出手段と、取得した技術文献の日付情報に基づいて特定企業における発明数の伸び率と全企業における発明数の伸び率とを取得する発明伸び率取得手段と、特定企業における発明数の伸び率から全企業における発明数の伸び率を減算して特定企業の超過成長率を算出する超過成長率算出手段と、超過成長率に1を加算した値に企業競争力スコアを乗算して企業競争力指数を算出する企業競争力指数算出手段と、企業別競争力指数を技術分野数で除算して規格化企業競争力指数を算出する規格化企業競争力指数算出手段と、規格化企業競争力指数を表示手段等に出力する出力手段とを備えたので、全企業の伸び率を加味するとともに企業の技術分野の広さにとらわれない技術開発力の大きさを提示することが可能となる。また、技術分野が広い企業であっても技術分野が狭い企業であっても対等に発明に関する競争力を対比することが可能となる。
また本発明によれば、所定の閾値と算出した規格化企業競争力指数とを比較して特定の企業の発明に関する競争力を表す図形又は文言を用いて区分する規格化企業競争力指数区分手段と、図形又は文言による区分の表示用データを生成する表示用データ生成手段と、表示用データを表示手段等に出力する出力手段とを備えたので、全企業の伸び率を加味した発明に関する規格化競争力を見易く表現することが可能となる。
また本発明によれば、技術分野の分類に特許文献等に記載されているIPCセクション、IPCクラス、IPCサブクラス、IPCメイングループ、IPCサブグループ、Fターム、FI、ファセット、技術文献に含まれるキーワードを用いたので、公開されている特許文献を用いて発明の寡占状態、多角化状態、競争力等を算出して利用者に提示することが可能となる。
また本発明によれば、技術文献として、特許公報、公開特許公報、実用新案公報、公開実用新案公報、公表公報、再公表公報、外国公報、審決公報、経過情報、又は公開技報を用いたので、公開されている特許文献を用いて発明の寡占状態、多角化状態、競争力等を算出して利用者に提示することが可能となる。
また本発明によれば、技術分野別全発明数、企業別技術分野別発明数等における発明数として、特許又は実用新案の出願件数、出願請求項数、登録件数、登録請求項数、審査請求件数、審査請求した請求項数、登録査定件数、登録査定請求項数、拒絶査定件数、拒絶査定請求項数、審判請求件数、審判請求の請求項数又はこれらの比率を用いたので、公開されている特許文献を用いて発明の寡占状態、多角化状態、競争力等を算出して利用者に提示することが可能となる。
また本発明によれば、企業別寡占スコアの区分又は多角化指数の区分と、企業競争力スコアの区分又は規格化企業競争力スコアの区分とを関連づけて表示するための表示用データを生成する表示用データ生成手段と、表示用データを表示手段等に出力する出力手段とを備えたので、発明に基づく企業の寡占状態と発明に関する競争力との関係をわかり易く表示することが可能となる。
また本発明によれば、企業別寡占スコアの区分又は多角化指数の区分と、企業競争力指数の区分又は規格化企業競争力指数の区分とを関連づけて表示するための表示用データを生成する表示用データ生成手段と、表示用データを表示手段等に出力する出力手段とを備えたので、発明に基づく企業の寡占状態と発明に関する競争力との関係をわかり易く表示することが可能となる。
また本発明によれば、企業別寡占スコアの区分又は多角化指数の区分と、企業別競争力スコア若しくは規格化企業競争力スコア、又は、企業競争力指数若しくは規格化企業競争力指数とを関連づけて表示するための表示用データを生成する表示用データ生成手段と、表示用データを表示手段等に出力する出力手段とを備えたので、発明に基づく企業の寡占状態と発明に関する競争力との関係をわかり易く表示することが可能となる。
また本発明によれば、企業の規模を示す情報若しくは企業の財務情報等の経営財務情報を記録する経営財務データベースから調査対象の企業の経営財務情報を取得する経営財務情報取得手段と、企業別寡占スコア、技術分野別強調寡占スコア、企業競争力スコア、規格化企業競争力スコア、企業競争力指数、又は規格化企業競争力指数と、取得した調査対象の企業の経営財務情報との関係を企業毎にグラフ又は図表にて表示するための表示用データを生成する表示用データ生成手段と、表示用データを表示手段等に出力する出力手段とを備えたので、発明に関する技術力と経営財務情報とを併せて企業の状況をより的確に判断することが可能となる。
また本発明によれば、経営財務情報として入手の可能な、売上高、売上げ利益、営業利益、売上げ利益率、営業利益率、総資産時価総額比率、株主資本時価総額比率、売上高時価総額比率、製造販売利益時価総額比率、営業利益時価総額比率、総資産製造販売利益率、株主資本製造販売利益率、総資産営業利益率、株主資本営業利益率、株主資本比率、時価総額株主資本差額、研究開発費、売上高研究開発費比率、製造販売利益研究開発費比率、製造販売利益率、又は製造販売利益等の会社の財務情報を用いたので、発明に関する技術力と経営財務情報とを併せて企業の状況をより的確に判断することが可能となる。
In recent years, as the proportion of intangible assets in corporate value has increased, the value of intangible assets has greatly influenced corporate value. However, in general, the corporate value is calculated not by the book value on the balance sheet represented by total assets = liabilities + shareholders' equity, but roughly by the market capitalization of the shares + liabilities. Therefore, when full market value accounting is applied, the amount calculated by the market capitalization-stockholders' equity shows the validity of an invisible asset (intangible asset). There has been a problem that it is difficult to calculate the value of an intangible asset specifically and judge it according to the usage.
In addition, in the system described in Japanese Patent Laid-Open No. 2000-348015, not only data with a long update interval (static data) such as financial data published in the fiscal year but also data with a short update interval such as stock prices. (Dynamic data) is also input to create a model for company evaluation, and by applying the relevant static data and dynamic data to be evaluated to this model, Evaluation of evaluation items is said to be calculated in a timely and up-to-date manner, but whether an invention in a given technical field is monopolized or in a competitive state by a specific company, the competitiveness of the invention is absolute Or, there is a problem that it is not possible to easily determine the relative degree.
Moreover, in the intellectual property evaluation apparatus described in Japanese Patent Laid-Open No. 2001-76042, the evaluation of each case of intellectual property such as patents is evaluated every year, and the value of the company is judged. There was a problem that it was not possible.
Since the market capitalization is determined by the stock price in the market, whether or not the value of the intangible asset calculated by the current stock price and bookholders' equity is reasonable for investors It is an extremely important element in decision making. Companies want to increase their intangible asset value and raise their corporate value by procuring funds and continuing technology development. Therefore, increasing the value of intangible assets is positioned as an important management strategy issue for companies.
Thus, the establishment of a method for evaluating the value of intangible assets is an urgent issue. Intangible assets include industrial property rights such as patents and trademarks, intellectual property rights such as copyrights, brands and know-how. It is difficult to evaluate its value because it consists of various invisible assets.
In view of this, there has been an attempt to evaluate intangible assets, but there has been a problem in that the appropriateness of corporate value cannot be assessed by quantitatively and qualitatively incorporating the value of intangible assets. .
The present invention analyzes a company business strategy, research and development strategy, intellectual property strategy using technical documents such as patent information, and further evaluates a corporate value in combination with management and financial information, Its purpose is to provide a corporate evaluation program.
It is another object of the present invention to provide a company evaluation apparatus capable of presenting a numerical value, a bar graph, or an index indicating whether an invention or technical capability in a predetermined technical field is in an oligopolistic state or a competitive state. It is said.
The present invention also displays whether the number of inventions in a given technical field is in an oligopolistic state of a specific company and how much technical share the surveyed company has in that technical field. An object of the present invention is to provide a company evaluation apparatus capable of doing so.
The present invention also provides an index that can be used to determine whether the technical capabilities of a specific company are diversified in each technical field or whether the technical capabilities are concentrated in one technical field. An object of the present invention is to provide a company evaluation apparatus that can be presented in a graphic form.
In addition, the present invention provides a company evaluation device capable of presenting, in numerical, wording, or graphic form, an index that represents the strength of the total technological development capability viewed from the invention and the competitiveness of the invention. The purpose is that.
In addition, the present invention is capable of presenting an index that represents the level of the total technological development capability viewed from the invention and the competitiveness of the invention in a state that allows relative evaluation between companies. The purpose is to provide a company evaluation device.
It is another object of the present invention to provide an enterprise evaluation apparatus capable of comparing competitiveness related to inventions even if the enterprise is a wide technical field or a narrow technical field.
Another object of the present invention is to provide a company evaluation apparatus capable of evaluating the competitiveness of technology viewed from the invention in consideration of the growth rate of the entire company.
Another object of the present invention is to provide a company evaluation apparatus that can more accurately determine the state of a company by presenting the technical power and management financial information related to the invention to the user.
In order to solve the above problems, the enterprise evaluation apparatus according to the present invention extracts technical literature from a technical literature database, technical literature acquisition means for classifying the acquired technical literature by technical field, and extracts the total number of inventions by technical field. Total invention number extracting means for each technical field, invention number extracting means for each technical field for extracting the number of inventions for each technical field by classifying the acquired technical documents by technical field, and number of inventions for each technical field by company Is divided by the total number of inventions by technology field to calculate the number of invention shares by company by technology field, and the share of the number of inventions by company by technology field is raised to the ka power (however, ka> 1) in at least a predetermined technical field. A technical field-specific oligopoly score calculating means for calculating an aggregated score for each technical field by calculating the total sum for each company having one invention, and an output means for outputting the calculated oligopoly score for each technical field to a display means, etc. The And it said that there were pictures.
In addition, in order to solve the above problems, the company evaluation apparatus according to the present invention compares a predetermined threshold value with an oligopoly score for each technical field, and determines whether the number of inventions in the predetermined technical field is in an oligopoly state of a specific company. Or, an output that outputs to the display means, etc., an index indicating the oligopoly state or the competitive state determined by the technical field oligopoly state determination means that determines whether or not many companies are in a competitive state, and the oligopolistic state determination means by technical field Means.
In addition, in order to solve the above problems, the company evaluation apparatus according to the present invention compares a predetermined threshold value with an oligopoly score for each technical field, and determines whether the number of inventions in the predetermined technical field is in an oligopoly state of a specific company. Or, the oligopoly state judgment means by technology field to judge whether it is in a competitive state by many companies, and the judgment result of whether it is in an oligopoly state or by a numerical value or bar graph display of the oligopoly score by technical field Display data generating means for generating display data for displaying the data in the same frame or adjacent positions, and output means for outputting the display data to the display means or the like.
Further, in order to solve the above problems, the enterprise evaluation apparatus according to the present invention extracts technical literature from a technical literature database, and extracts the total number of inventions by classification by classifying the obtained technical literature by company. The company-specific total invention number extracting means, the obtained technical documents are classified by technical field, the company-specific technical field invention number extracting means, and the company-specific technical field invention number Divide by the total number of inventions by company to calculate the share of inventions by technology field by company, and multiply the share of inventions by technology field by company to the power of kb (where kb> 0) in at least one particular company. An enterprise-specific oligopoly score calculating means for calculating and summing up the total for each technical field having the invention to calculate the oligopoly score for each enterprise, and an output means for outputting the calculated oligopoly score for each enterprise to the display means, etc. Special To.
Further, in order to solve the above problems, the company evaluation apparatus according to the present invention compares the predetermined threshold and the oligopoly score for each company, and the number of inventions in a specific company is concentrated in a specific technical field, or Company-specific diversification classification means (which may be categorized based on patent diversification index) that classifies by using graphics or words indicating whether it is diversified in many technical fields, and data for display of classification by graphic or wording Output means for outputting to a display means or the like.
In order to solve the above-mentioned problem, the company evaluation apparatus according to the present invention is a diversification index obtained by subtracting the company-specific oligopoly score from 1, or a value obtained by subtracting the company-specific oligopoly score from 1, 10, 100, 200, A diversification index calculating means for calculating a diversification index (including patent diversification index; the same applies hereinafter) by multiplying 1000 or a multiple thereof, etc., and an invention in a specific company by comparing a predetermined threshold and the diversification index Company-specific diversification classifying means that uses figures or words to indicate whether the numbers are concentrated in a specific technical field or diversified in many technical fields, and data for display of classification by graphic or wording Output means for outputting to a display means or the like.
In addition, in order to solve the above problems, the enterprise evaluation apparatus according to the present invention includes technical document acquisition means for acquiring technical documents from a technical document database, and categorizes the acquired technical documents according to technical fields, and the total number of inventions according to technical fields. The invention number extracting means for extracting the total number of inventions by technical field, the invention number extracting means by company technical field for extracting the number of inventions by technical field by company by classifying the acquired technical literature by technical field, and the technical field by company Dividing the number of inventions by the total number of inventions by technical field to calculate the number of inventions by company for each technical field, and the number of inventions by company for each technical field is raised to the ka power (however, ka> 1). The technical field-specific oligopoly score calculating means for calculating the total score for each company having at least one invention and calculating the oligopoly score by technical field, the share of the number of inventions by company by technical field and the oligopoly score by technical field When And art-specific enhancement oligopoly score calculating means for calculating a different emphasis oligopoly score art multiplied, characterized by comprising an output means for outputting the calculated technical sector emphasis oligopoly score display means or the like.
In addition, in order to solve the above problems, the enterprise evaluation apparatus according to the present invention includes technical document acquisition means for acquiring technical documents from a technical document database, and categorizes the acquired technical documents according to technical fields, and the total number of inventions according to technical fields. The invention number extracting means for extracting the total number of inventions by technical field, the invention number extracting means by company technical field for extracting the number of inventions by technical field by company by classifying the acquired technical literature by technical field, and the technical field by company Dividing the number of inventions by the total number of inventions by technical field to calculate the number of inventions by company for each technical field, and the number of inventions by company for each technical field is raised to the ka power (however, ka> 1). The technical field-specific oligopoly score calculating means for calculating the total score for each company having at least one invention and calculating the oligopoly score by technical field, the share of the number of inventions by company by technical field and the oligopoly score by technical field When Multiply and calculate the emphasis oligopoly score for each technical field to calculate the emphasis oligopoly score for each technical field, and calculate the total sum by summing the emphasis oligopoly score for each technical field for each technical field having at least one invention in a specific company. Further, the present invention is characterized by comprising a company competitiveness score calculation means for calculating a competitiveness score for each company and an output means for outputting the calculated company competitiveness score to a display means or the like.
In addition, in order to solve the above-mentioned problem, the company evaluation device according to the present invention compares a predetermined threshold value with a company competitiveness score, and classifies the figure using a figure or wording that represents the competitiveness related to the invention of a specific company. Company competitiveness score classification means, display data generation means for generating display data for classification by graphic or wording, and output means for outputting display data to the display means or the like. The enterprise evaluation apparatus according to the present invention is characterized in that an average value or a standard deviation of enterprise competitive scores of all enterprises is used as the threshold value.
In addition, in order to solve the above problems, the enterprise evaluation apparatus according to the present invention includes technical document acquisition means for acquiring technical documents from a technical document database, and categorizes the acquired technical documents according to technical fields, and the total number of inventions according to technical fields. The invention number extracting means for extracting the total number of inventions by technical field, the invention number extracting means by company technical field for extracting the number of inventions by technical field by company by classifying the acquired technical literature by technical field, and the technical field by company Dividing the number of inventions by the total number of inventions by technical field to calculate the number of inventions by company for each technical field, and the number of inventions by company for each technical field is raised to the ka power (however, ka> 1). The technical field-specific oligopoly score calculating means for calculating the total score for each company having at least one invention and calculating the oligopoly score by technical field, the share of the number of inventions by company by technical field and the oligopoly score by technical field When Multiply and calculate the emphasis oligopoly score for each technical field to calculate the emphasis oligopoly score for each technical field, and calculate the total sum by summing the emphasis oligopoly score for each technical field for each technical field having at least one invention in a specific company. A company competitiveness score calculating means for calculating a company-specific competitiveness score; a standardized company competitiveness score calculating means for calculating a standardized company competitiveness score by dividing the company-specific competitiveness score by the number of technical fields; Output means for outputting the standardized company competitiveness score to the display means or the like.
Further, in order to solve the above problems, the company evaluation apparatus according to the present invention compares a predetermined threshold value with a standardized company competitiveness score, and classifies the figure using a figure or wording that represents the competitiveness related to the invention of a specific company. And a standardized company competitiveness score classification means, a display data generation means for generating display data for classification according to figures or words, and an output means for outputting the display data to the display means, etc. To do. The enterprise evaluation apparatus according to the present invention is characterized in that an average value or a standard deviation of enterprise competitive scores of all enterprises is used as the threshold value.
In addition, in order to solve the above problems, the enterprise evaluation apparatus according to the present invention includes technical document acquisition means for acquiring technical documents from a technical document database, and categorizes the acquired technical documents according to technical fields, and the total number of inventions according to technical fields. The invention number extracting means for extracting the total number of inventions by technical field, the invention number extracting means by company technical field for extracting the number of inventions by technical field by company by classifying the acquired technical literature by technical field, and the technical field by company Dividing the number of inventions by the total number of inventions by technical field to calculate the share of the number of inventions by company by technical field, and calculating the share of the number of inventions by company by technical field to the ka power (however, ka> 1), a predetermined technology A technical field-specific oligopoly score calculating means for calculating an oligopoly score for each technical field by calculating the total sum for each company having at least one invention in the field, Score Multiplying and calculating the emphasis oligopoly score for each technical field and calculating the total sum by summing the emphasis oligopoly score for each technical field for each technical field having at least one invention in a specific company. A company competitiveness score calculating means for calculating a company-specific competitiveness score, and an invention for acquiring the growth rate of the number of inventions in a specific company and the growth rate of the number of inventions in all companies based on the date information of the acquired technical literature Growth rate acquisition means, excess growth rate calculation means to calculate the excess growth rate of a specific company by subtracting the growth rate of the number of inventions in all companies from the growth rate of the number of inventions in a specific company, and add 1 to the excess growth rate This value is multiplied by the company competitiveness score to indicate an index that includes the company competitiveness index (patent competitiveness index (PCPI). The patent competitiveness index (PCPI) is described in Equation 17. A competitive edge index calculation means for calculating a, characterized in that an output means for outputting the competitiveness index on the display means or the like.
In addition, in order to solve the above problems, the company evaluation apparatus according to the present invention compares a predetermined threshold value with the calculated company competitiveness index, and classifies the figure using a figure or wording that represents the competitiveness related to the invention of a specific company. And a competitiveness index classification means, a display data generation means for generating display data for classification according to figures or words, and an output means for outputting the display data to the display means or the like. The enterprise evaluation apparatus according to the present invention is characterized in that an average value or a standard deviation of enterprise competitive scores of all enterprises is used as the threshold value.
In addition, in order to solve the above problems, the enterprise evaluation apparatus according to the present invention includes technical document acquisition means for acquiring technical documents from a technical document database, and categorizes the acquired technical documents according to technical fields, and the total number of inventions according to technical fields. The invention number extracting means for extracting the total number of inventions by technical field, the invention number extracting means by company technical field for extracting the number of inventions by technical field by company by classifying the acquired technical literature by technical field, and the technical field by company Dividing the number of inventions by the total number of inventions by technical field to calculate the number of inventions by company for each technical field, and the number of inventions by company for each technical field is raised to the ka power (however, ka> 1). The technical field-specific oligopoly score calculating means for calculating the total score for each company having at least one invention and calculating the oligopoly score by technical field, the share of the number of inventions by company by technical field and the oligopoly score by technical field When Multiply and calculate the emphasis oligopoly score for each technical field to calculate the emphasis oligopoly score for each technical field, and calculate the total sum by summing the emphasis oligopoly score for each technical field for each technical field having at least one invention in a specific company. , A company competitiveness score calculating means for calculating a company-specific competitiveness score, and an invention growth for acquiring the growth rate of the number of inventions in a specific company and the growth rate of the number of inventions in all companies based on the date information of the acquired technical literature A rate acquisition means, an excess growth rate calculating means for calculating the excess growth rate of a specific company by subtracting the growth rate of the number of inventions in all companies from the growth rate of the number of inventions in a specific company, and adding 1 to the excess growth rate Company competitiveness index calculation means to calculate the company competitiveness index by multiplying the value by the company competitiveness score, and the standardized company competitiveness index (standardization) by dividing the competitiveness index by company by the number of technical fields A standardized company competitiveness index calculating means for calculating an index including a permissible competitiveness index (avgPCPI) (standardized patent competitiveness index (avgPCPI) will be described in Equation 18), and a standardized company competitiveness index. Output means for outputting to a display means or the like.
In addition, in order to solve the above-mentioned problems, the company evaluation apparatus according to the present invention uses a figure or wording that represents a competitiveness related to an invention of a specific company by comparing a predetermined threshold with a calculated standardized company competitiveness index. Standardized enterprise competitiveness index classification means for classification, display data generation means for generating display data for classification by graphic or wording, and output means for outputting display data to the display means, etc. Features. The enterprise evaluation apparatus according to the present invention is characterized in that an average value or a standard deviation of enterprise competitive scores of all enterprises is used as the threshold value.
In order to solve the above problems, the enterprise evaluation apparatus according to the present invention is included in the technical field classifications in the IPC section, IPC class, IPC subclass, IPC main group, IPC subgroup, F-term, FI, and facet technical literature. It is characterized by using a keyword.
In addition, in order to solve the above problems, the company evaluation apparatus according to the present invention includes, as technical documents, patent gazettes, published patent gazettes, utility model gazettes, published utility model gazettes, published gazettes, republished gazettes, foreign gazettes, decision gazettes. , Progress information, or public technical information is used.
In addition, in order to solve the above-mentioned problems, the company evaluation apparatus according to the present invention includes the number of inventions by technical field, the number of inventions by company technical field, the number of patents or utility model applications, the number of claims. , Number of registrations, number of registered claims, number of requests for examination, number of claims filed for examination, number of registered assessments, number of claims for registration assessment, number of claims for rejection, number of claims for decision of appeal, number of requests for appeal, number of claims for appeal Alternatively, these ratios are used.
In addition, in order to solve the above-described problem, the company evaluation apparatus according to the present invention associates the classification of the oligopoly score by company or the diversification index, and the classification of the company competitiveness score or the standardized company competitiveness score. Display data generating means for generating display data for display, and output means for outputting the display data to the display means or the like.
In order to solve the above-mentioned problem, the enterprise evaluation apparatus according to the present invention relates the category of the oligopoly score or diversification index for each enterprise and the category of the enterprise competitiveness index or the category of the standardized enterprise competitiveness index. Display data generating means for generating display data for display, and output means for outputting the display data to the display means or the like.
In addition, in order to solve the above-mentioned problems, the company evaluation apparatus according to the present invention includes a company-specific oligopoly score classification or a diversification index classification, a company-specific competitiveness score or a standardized company competitiveness score, or a company competitiveness. A display data generating means for generating display data for displaying an index or a standardized company competitiveness index in association with each other, and an output means for outputting the display data to the display means or the like .
In addition, in order to solve the above-mentioned problems, the company evaluation apparatus according to the present invention obtains management financial information of a surveyed company from a management financial database that records management financial information such as information indicating the size of the company or financial information of the company. Acquired management financial information acquisition method and company-specific oligopoly score, emphasis oligopoly score by technology field, company competitiveness score, standardized corporate competitiveness score, corporate competitiveness index, or standardized corporate competitiveness index Display data generating means for generating display data for displaying the relationship with the management financial information of the target company for each company in a graph or chart, and output means for outputting the display data to the display means or the like It is characterized by having.
In addition, in order to solve the above-mentioned problems, the company evaluation device according to the present invention includes, as management financial information, sales, sales profit, operating profit, sales profit ratio, operating profit ratio, total asset market capitalization ratio, shareholder capital market capitalization. Ratio, market capitalization ratio of sales, market capitalization ratio of manufacturing and sales profit, market capitalization ratio of operating profit, profit ratio of manufacturing and sales of total assets, profit ratio of manufacturing and sales of shareholders 'equity, operating profit ratio of total assets, operating profit ratio of shareholders' equity It is characterized by using company financial information such as market capitalization difference, R & D expenses, sales R & D expenses ratio, manufacturing and sales profit R & D expenses ratio, manufacturing and sales profit ratio, and manufacturing and sales profit.
According to the present invention, technical document acquisition means for acquiring technical documents from a technical document database, and total number of invention extraction means by technical field for classifying the acquired technical documents by technical field and extracting the total number of inventions by technical field; Categorizing the acquired technical literature by technical field and extracting the number of inventions by technical field by company, and dividing the number of inventions by technical field by company by the total number of inventions by technical field. Calculating the share of the number of inventions by company in each technical field, and multiplying the number of inventions by company in the technical field by the ka power (however, ka> 1) for each company having at least one invention in a given technical field. And calculating an oligopoly score for each technical field and an output means for outputting the calculated oligopoly score for each technical field to a display means. Departure It is possible to display the oligopoly or competitive state of and technology.
Further, according to the present invention, the predetermined threshold is compared with the oligopoly score by technical field, and the number of inventions in the predetermined technical field is in an oligopoly state of a specific company, or is in a competitive state by many companies. And an output means for outputting an index indicating the oligopoly state or the competition state determined by the technical field-specific oligopoly state determination means to a display means or the like. Thus, the oligopoly state or the competitive state of the invention and the technical ability can be displayed in an easy-to-understand and absolute manner.
Further, according to the present invention, the predetermined threshold is compared with the oligopoly score by technical field, and the number of inventions in the predetermined technical field is in an oligopoly state of a specific company, or is in a competitive state by many companies. Occupation status judgment means by technology field, and display of the numerical value of the oligopoly score by technology field or a bar graph and the judgment result of whether it is in an oligopoly state or a competition state in the same frame or adjacent positions Display data generating means for generating display data for output and output means for outputting the display data to the display means or the like, the number of inventions in a predetermined technical field is in an oligopolistic state of a specific company It is possible to display whether or not the surveyed company has a technical share in the technical field. In addition, when a given technical field is in a competitive state with many companies and the surveyed company has only a small share of the invention, the surveyed company is currently superior in the technical field. It is possible to easily determine that there is no situation.
Further, according to the present invention, technical document acquisition means for acquiring technical documents from a technical document database, all-invention number extraction means by company for classifying the acquired technical documents by company and extracting the total number of inventions by company, and acquisition The technical literature is classified by technical field and the number of inventions by company technical field for extracting the number of inventions by company technical field, and the number of inventions by technical field by company is divided by the total number of inventions by company by company. Calculate the share of the number of inventions by technical field, add the number of inventions by technical field share by company to the power of kb (provided that kb> 0) and add up the total for each technical field having at least one invention in a specific company. And an output means for outputting the calculated company-specific oligopoly score to the display means, etc., so that the smaller the value of the company-specific oligopoly score, Technical field Technology becomes possible to show that they are diversified, technology to about a technical field is greater value of company-based oligopoly score it is possible to indicate that are concentrated. Therefore, the user can easily know the concentration and diversification degree of technology development field of a specific company, and by comparing with the patent diversification index of other companies calculated using the same calculation method, It is possible to compare the degree of concentration and diversification in a given technical development field.
Further, according to the present invention, the predetermined threshold value and the oligopoly score for each company are compared to indicate whether the number of inventions in a specific company is concentrated in a specific technical field or diversified in many technical fields. Since it has diversification classification means for each company that classifies using figures or words, and output means that outputs display data for classification according to figures or words to the display means, etc., the technical ability of a specific company Therefore, it is possible to present an easy-to-understand and easy-to-understand index that can determine whether the technology is diversified or whether the technical capabilities are concentrated in one technical field.
Further, according to the present invention, a diversification index calculating means for calculating a diversification index obtained by subtracting the company-specific oligopoly score from 1 or a value obtained by subtracting the company-specific oligopoly score from 1 by 100; Comparing a predetermined threshold with a diversification index, and classifying using figures or words indicating whether the number of inventions in a specific company is concentrated in a specific technical field or diversified in many technical fields The company has diversified classification means for each company and output means for outputting the display data of the classification by graphic or wording to the display means etc., so that the technical diversification is diversified in each technical field as the patent diversification index value is larger The smaller the value of the patent diversification index, the more concentrated the technical ability is in one technical field. Therefore, the user can easily know the concentration and diversification degree of technology development field of a specific company, and by comparing with the patent diversification index of other companies calculated using the same calculation method, It is possible to compare the degree of concentration and diversification in a given technical development field.
Note that the numerical value to be multiplied when calculating the diversification index is not limited to the above 100, and may be a numerical value with good cuts such as 10, 200, 1000, or a multiple thereof.
According to the present invention, the technical document acquisition means for acquiring the technical literature from the technical literature database, and the total invention number extracting means for each technical field for classifying the acquired technical literature by the technical field and extracting the total number of inventions by technical field In addition, the obtained technical literature is classified by technical field and the number of inventions by technical field for extracting the number of inventions by technical field by company, and the number of inventions by technical field by company is divided by the total number of inventions by technical field. And calculate the share of the number of inventions by company in each technical field, and multiply the share of the number of inventions by company in the technical field to the ka power (however, ka> 1) for each company having at least one invention in the predetermined technical field. The technical field-specific oligopoly score is calculated by multiplying the technical field-specific oligopoly score calculating means for calculating the total sum and the technical field-specific oligopoly score by the technical field-specific invention share and the technical field-specific oligopoly score. Calculate If the share of the number of inventions in a given technical field is large, the company is provided with the output means for outputting the emphasized oligopoly score for each technical field to the display means etc. An oligopolistic state is formed by this, and it can be judged that the larger this value, the greater the total power of technological development as seen from the invention of the company concerned. As a result, it can be used when considering the future of a company when considering the purchase or sale of shares, or as a guideline for selecting a company to be jointly developed, or as a judgment of a place of employment.
According to the present invention, the technical document acquisition means for acquiring the technical literature from the technical literature database, and the total invention number extracting means for each technical field for classifying the acquired technical literature by the technical field and extracting the total number of inventions by technical field In addition, the obtained technical literature is classified by technical field and the number of inventions by technical field for extracting the number of inventions by technical field by company, and the number of inventions by technical field by company is divided by the total number of inventions by technical field. And calculate the share of the number of inventions by company in each technical field, and multiply the share of the number of inventions by company in the technical field to the ka power (however, ka> 1) for each company having at least one invention in the predetermined technical field. The technical field-specific oligopoly score is calculated by multiplying the technical field-specific oligopoly score calculating means for calculating the total sum and the technical field-specific oligopoly score by the technical field-specific invention share and the technical field-specific oligopoly score. Calculate Company competitiveness score calculation means for each technical field, and the competitive competition score for each company, by calculating the total sum by calculating the technical field-enhanced oligopoly score for each technical field having at least one invention in a specific company Competence score calculation means and output means for outputting the calculated corporate competitiveness score to the display means, etc., so that the greater the value of the patent competitiveness score is, the more comprehensive the technical development ability seen from the invention It is possible to present that is large.
Further, according to the present invention, the company competitiveness score classifying means for comparing the predetermined threshold value with the company competitiveness score and classifying using a figure or wording representing the competitiveness of the invention of a specific company, and the figure or wording Display data generating means for generating the display data of the classification according to and output means for outputting the display data to the display means, etc., so that the position of the patent competitiveness index of a specific company can be determined By expressing it as a type, it becomes possible to express the competitiveness of the invention in an easy-to-understand manner, and it is possible to invent multiple companies without having to dare to investigate the number of patent applications, the number of claims in patent applications, the classification of IPC subclasses, etc. It is possible to present the competitiveness related to In addition, by using the average value or standard deviation of the corporate competitiveness scores of all companies as the threshold value, it is possible to perform relative evaluation among companies, highlighting companies that are above or below the average, and making certain companies stand out. It is possible to present superiority or inferiority of patent competitiveness.
According to the present invention, the technical document acquisition means for acquiring the technical literature from the technical literature database, and the total invention number extracting means for each technical field for classifying the acquired technical literature by the technical field and extracting the total number of inventions by technical field In addition, the obtained technical literature is classified by technical field and the number of inventions by technical field for extracting the number of inventions by technical field by company, and the number of inventions by technical field by company is divided by the total number of inventions by technical field. And calculate the share of the number of inventions by company in each technical field, and multiply the share of the number of inventions by company in the technical field to the ka power (however, ka> 1) for each company having at least one invention in the predetermined technical field. The technical field-specific oligopoly score is calculated by multiplying the technical field-specific oligopoly score calculating means for calculating the total sum and the technical field-specific oligopoly score by the technical field-specific invention share and the technical field-specific oligopoly score. Calculate Company competitiveness score calculation means for each technical field, and the competitive competition score for each company, by calculating the total sum by calculating the technical field-enhanced oligopoly score for each technical field having at least one invention in a specific company Power score calculation means, standardized company competitiveness score calculation means for calculating the standardized company competitiveness score by dividing the competitiveness score for each company by the number of technical fields, display means for the calculated standardized company competitiveness score, etc. Therefore, it is possible to present the level of technological development capability that is not confined to the size of the technical field in the enterprise.
Further, even if the company has a wide technical field or a company with a narrow technical field, it is possible to compare the competitiveness of the invention on an equal basis.
Further, according to the present invention, a standardized company competitiveness score classification means for comparing a predetermined threshold value and a standardized corporate competitiveness score by using a graphic or wording representing the competitiveness related to the invention of a specific company, Since the display data generating means for generating the display data for the classification according to the figure or the wording and the output means for outputting the display data to the display means or the like are provided, the standardized competitiveness related to the invention can be easily expressed. It becomes possible. In addition, by using the average value or standard deviation of the corporate competitiveness scores of all companies as the threshold value, it is possible to perform relative evaluation among companies, highlighting companies that are above or below the average, and making certain companies stand out. It is possible to present superiority or inferiority of patent competitiveness.
According to the present invention, the technical document acquisition means for acquiring the technical literature from the technical literature database, and the total invention number extracting means for each technical field for classifying the acquired technical literature by the technical field and extracting the total number of inventions by technical field In addition, the obtained technical literature is classified by technical field and the number of inventions by technical field for extracting the number of inventions by technical field by company, and the number of inventions by technical field by company is divided by the total number of inventions by technical field. For each company that has at least one invention in a predetermined technical field, the share of the number of inventions by company by technology field is calculated, and the share of the number of inventions by company by technology field is raised to the ka power (where ka> 1). Summing up and calculating the total sum and calculating the oligopoly score by technical field, and multiplying the share of the number of inventions by company by technical field and the oligopoly score by technical field to multiply the oligopoly by technical field Score Companies that calculate the technical field-specific emphasized oligopoly score and the technical fields-based emphasized oligopoly score for each technical field that has at least one invention in a specific company, calculate the sum, and calculate the company-specific competitiveness score Competitiveness score calculation means, invention growth rate acquisition means for acquiring the growth rate of the number of inventions in a specific company and the growth rate of the number of inventions in all companies based on the date information of the acquired technical literature, and the number of inventions in a specific company The excess growth rate calculation means for calculating the excess growth rate of a specific company by subtracting the growth rate of the number of inventions in all companies from the growth rate of the company, and multiplying the excess growth rate by 1 and multiplying by the company competitiveness score Since it has a company competitiveness index calculation means for calculating the company competitiveness index and an output means for outputting the company competitiveness index to the display means, etc. It is possible to perform evaluation in consideration.
Further, according to the present invention, the company competitiveness index classification means for comparing the predetermined threshold value with the calculated company competitiveness index using a graphic or wording representing the competitiveness related to the invention of a specific company, Since the display data generation means for generating the display data for the classification according to the wording and the output means for outputting the display data to the display means, etc., it is easy to see the competitiveness of the invention considering the growth rate of all companies It becomes possible to do.
According to the present invention, the technical document acquisition means for acquiring the technical literature from the technical literature database, and the total invention number extracting means for each technical field for classifying the acquired technical literature by the technical field and extracting the total number of inventions by technical field In addition, the obtained technical literature is classified by technical field and the number of inventions by technical field for extracting the number of inventions by technical field by company, and the number of inventions by technical field by company is divided by the total number of inventions by technical field. And calculate the share of the number of inventions by company in each technical field, and multiply the share of the number of inventions by company in the technical field to the ka power (however, ka> 1) for each company having at least one invention in the predetermined technical field. The technical field-specific oligopoly score is calculated by multiplying the technical field-specific oligopoly score calculating means for calculating the total sum and the technical field-specific oligopoly score by the technical field-specific invention share and the technical field-specific oligopoly score. Calculate Company competitiveness score calculation means for each technical field, and the competitive competition score for each company, by calculating the total sum by calculating the technical field-enhanced oligopoly score for each technical field having at least one invention in a specific company Force score calculation means, invention growth rate acquisition means for acquiring the growth rate of the number of inventions in a specific company and the growth rate of the number of inventions in all companies based on the date information of the acquired technical literature, and the number of inventions in a specific company The excess growth rate calculation means to calculate the excess growth rate of a specific company by subtracting the growth rate of the number of inventions in all companies from the growth rate, and the enterprise by multiplying the excess growth rate by 1 and the company competitiveness score Company competitiveness index calculating means for calculating competitiveness index, standardized company competitiveness index calculating means for calculating standardized company competitiveness index by dividing company-specific competitiveness index by the number of technical fields, standard Since it has output means for outputting the company competitiveness index to the display means, etc., it is possible to show the level of technological development power that is not confined to the size of the company's technical field while taking into account the growth rate of all companies It becomes. Further, even if the company has a wide technical field or a company with a narrow technical field, it is possible to compare the competitiveness of the invention on an equal basis.
Further, according to the present invention, the standardized company competitiveness index classification means for comparing the predetermined threshold value with the calculated standardized company competitiveness index and using a figure or wording representing the competitiveness related to the invention of a specific company. And a display data generating means for generating display data for classification according to figures or words, and an output means for outputting the display data to the display means, etc. It is possible to express the competitiveness of the product in an easy-to-see manner.
Further, according to the present invention, the IPC section, IPC class, IPC subclass, IPC main group, IPC subgroup, F-term, FI, facet, and keywords included in the technical literature, which are described in the patent literature etc. in the technical field classification Therefore, it is possible to calculate the oligopolistic state, diversification state, competitiveness, etc. of the invention using published patent documents and present them to the user.
Further, according to the present invention, as a technical document, a patent gazette, a published patent gazette, a utility model gazette, a published utility model gazette, a published gazette, a republished gazette, a foreign gazette, a trial gazette, progress information, or a published technical report is used. Therefore, it is possible to calculate the oligopoly state, diversification state, competitiveness, etc. of the invention using the published patent documents and present them to the user.
In addition, according to the present invention, the number of inventions in the total number of inventions by technical field, the number of inventions by technical field by company, etc., the number of patent or utility model applications, the number of claims, the number of registrations, the number of registration claims, Since the number of claims, the number of claims filed for examination, the number of registered assessments, the number of claims filed for registration, the number of claims for rejection, the number of claims for refusal, the number of claims for appeal, the number of claims for appeal, or their ratios are used, they will be disclosed. It is possible to calculate the oligopoly state, diversification state, competitiveness, etc. of the invention using the patent literatures, and present them to the user.
Further, according to the present invention, the display data for displaying the category of the oligopoly score or diversification index for each company and the category of the company competitiveness score or the category of the standardized company competitiveness score is generated. Since the display data generating means and the output means for outputting the display data to the display means and the like are provided, the relationship between the oligopoly state of the company based on the invention and the competitiveness of the invention can be displayed in an easy-to-understand manner.
Further, according to the present invention, the display data for displaying the oligopoly score classification or diversification index classification for each company in association with the corporate competitiveness index classification or the standardized corporate competitiveness index classification is generated. Since the display data generating means and the output means for outputting the display data to the display means and the like are provided, the relationship between the oligopoly state of the company based on the invention and the competitiveness of the invention can be displayed in an easy-to-understand manner.
Further, according to the present invention, the classification of the oligopoly score by company or the division of the diversification index is associated with the competitiveness score by company or the standardized corporate competitiveness score, or the corporate competitiveness index or the standardized corporate competitiveness index. Display data generating means for generating display data for display and output means for outputting the display data to the display means, etc., so that the oligopoly state of the company based on the invention and the competitiveness of the invention The relationship can be displayed in an easy-to-understand manner.
According to the present invention, the management financial information acquisition means for acquiring the management financial information of the surveyed company from the management financial database that records the management financial information such as the information indicating the size of the company or the financial information of the company, The relationship between the oligopoly score, the emphasis oligopoly score for each technical field, the corporate competitiveness score, the standardized corporate competitiveness score, the corporate competitiveness index, or the standardized corporate competitiveness index, and the management financial information of the acquired company Since it has a display data generation means for generating display data for display in a graph or chart for each company, and an output means for outputting the display data to the display means, etc., the technical power and management finance relating to the invention Together with information, it becomes possible to judge the situation of the company more accurately.
Further, according to the present invention, sales, sales profit, operating profit, profit margin, operating profit ratio, market capitalization ratio of total assets, market capitalization ratio of shareholders' equity, market capitalization ratio of sales available as management financial information , Manufacturing and sales profit market capitalization ratio, operating profit market capitalization ratio, total assets manufacturing sales profit ratio, shareholder equity manufacturing sales profit ratio, total assets operating profit ratio, shareholders' equity operating profit ratio, shareholder equity ratio, market capitalization shareholder equity difference, The company's financial information such as R & D expenses, sales R & D expenses ratio, manufacturing and sales profit R & D expenses ratio, manufacturing and sales profit ratio, and manufacturing and sales profits was used. This makes it possible to judge the situation of the company more accurately.

図1は、企業評価システムの全体構成を示す図である。
図2は、企業評価装置の信号処理系ブロック図である。
図3は、経営財務情報の一例を表す図である。
図4は、技術情報の一例を示す図表である。
図5は、特定企業において発明数の多い上位の技術分野と、その技術分野内での発明数のシェアと、その所定の技術分野で寡占状態にあるか否かを示す寡占情報とを表示する表示例を示す図である。
図6は、A企業の特許多角化指数(PDI)の試算例を示す図である。
図7は、B企業の特許多角化指数(PDI)の試算例を示す図である。
図8は、特許多角化指数(PDI)の値に基づく多角化の分類例を示す図である。
図9は、A企業の格差指数を変化させた場合の特許多角化指数(PDI)の試算例を示す図である。
図10は、B企業の格差指数を変化させた場合の特許多角化指数(PDI)の試算例を示す図である。
図11は、式11を用いて算出した(H01L)の技術分野における技術分野別企業別発明数シェア(%)の計算例を示す図である。
図12は、式11を用いて算出した(G06F)の技術分野における技術分野別企業別発明数シェア(%)の計算例を示す図である。
図13は、式15を用いて算出した特許競争力指数D(PCPID)の計算例を示す図である。
図14は、式16を用いて算出する超過成長率の算出例を示す図である。
図15は、特許競争力指数D(PCPID)と、超過成長率に基づいて算出した特許競争力指数(PCPI)を示す図表である。
図16は、横軸に特許競争力指数(PCPI)の値を対数で表し、縦軸を企業数で表した場合の計算結果の分布を示す図である。
図17は、特許競争力指数(PCPI)に応じたランク分けの区分例を示す図である。
図18は、特定企業の発明に関する競争力の区分を星の数で表現するスターランクと、発明に関する競争力を企業のタイプとして表現するタイプ区分名との関連を示す図表である。
図19は、企業Aと企業Bの特許多角化指数(PDI)と特許競争力指数(PCPI)、規格化特許競争力指数(avgPCPI)とを併せて表示する表示例である。
図20は、企業Aと企業Bの特許多角化指数(PDI)と特許競争力指数(PCPI)、規格化特許競争力指数(avgPCPI)とを併せて表示する他の表示例である。
図21は、所定の技術分野における各企業の恃許競争力指数(PCPI)とその順位、規格化特許競争力指数(avgPCPI)とその順位と、多角化指数(PDI)に基づく型の区分とを、特許競争力指数(PCPI)数値が高い順に表した図表である。
図22は、所定の技術分野における各企業の特許競争力指数(PCPI)とその順位、規格化特許競争力指数(avgPCPI)とその順位と、多角化指数(PDI)に基づく型の区分とを、規格化特許競争力指数(avgPCPI)の数値が高い順に表した図表である。
図23は、企業価値判断を行なう際の多角化指数(PDI)、特許競争力指数(PCPI)、規格化特許競争力指数(avgPCPI)等の技術開発力に関する指標を演算し、出力する際のフローチャートである。
図24は、企業価値を評価する際に、指標の種類を選択するための表示メニューの表示例を示す図である。
図25は、指標の種類を選択する表示メニューにて、利用者が「(PCPI)特許競争力指数」を選択した状態を示す図である。
図26は、指標の種類を選択する表示メニューにて、利用者が「出願請求項数」を選択した例を示す図である。
図27は、指標の種類を選択する表示メニューにて、利用者が「(C)収益関連指標」の項目を選択した例を示す図である。
図28は、指標の種類を選択する表示メニューにて、利用者が「(C)収益関連指標」に関連する項目の中から「GBP」(製造販売利益)を選択した例を示す図である。
図29は、企業価値を判断する指標を算出する際の「対象文書」及び「データの読み出し」の条件を選択する企業価値評価入力条件設定画面の表示例を示す図である。
図30は、企業価値を判断する指標を算出する際に対象となる業界又は対象となる個々の企業の条件を選択する企業価値評価入力条件設定画面の表示例を示す図である。
図31は、算出又は判断した企業評価情報の表示形態を選択する企業価値評価出力条件設定画面の表示例を示す図である。
図32は、企業評価装置が算出する「事業、収益、市場評価関連」の各指標とその計算式を例示する図表である。
図33は、企業評価装置が算出する「事業、収益、市場評価関連」の各指標とその計算式を例示する図表である。
図34は、企業評価装置が算出する「R&D特許関連」の各指標とその計算式を例示する図表である。
図35は、企業評価装置が算出する「R&D特許関連」の各指標とその計算式を例示する図表である。
図36は、企業評価装置が算出する「特許ポートフォリオ関連」の各指標その計算式を例示する図表である。
図37は、特許情報の一形態である特許競争力指数(PCPI)を横軸に表し、経営財務情報の一形態である製造販売利益を縦軸に表したグラフの意味合いを例示する図である。
図38は、化学部門に属する企業の特許競争力指数(PCPI)と製造販売利益(GBP)との関係を表した図である。
図39は、化学部門に属する企業の規格化特許競争力指数(avgPCPI)と製造販売利益(GBP)との関係を表した図である。
図40は、全企業の特許多角化指数(PDI)と製造販売利益(GBP)の関係を示す図である。
図41は、化学業界の特許競争力指数(PCPI)と超過GBPとの関係を示す図である。
図42は、化学業界の規格化特許競争力指数(avgPCPI)と超過GBPの関係を示す図である。
図43は、化学業界における各企業の特許多角化指数(PDI)と超過GBPの関係を示す図である。
FIG. 1 is a diagram showing an overall configuration of a company evaluation system.
FIG. 2 is a block diagram of a signal processing system of the company evaluation apparatus.
FIG. 3 is a diagram illustrating an example of management financial information.
FIG. 4 is a table showing an example of the technical information.
FIG. 5 displays a high-level technical field having a large number of inventions in a specific company, a share of the number of inventions in the technical field, and oligopoly information indicating whether or not the predetermined technical field is in an oligopoly state. It is a figure which shows the example of a display.
FIG. 6 is a diagram illustrating a trial calculation example of the patent diversification index (PDI) of company A.
FIG. 7 is a diagram showing a trial calculation example of the patent diversification index (PDI) of company B.
FIG. 8 is a diagram illustrating a classification example of diversification based on the value of the patent diversification index (PDI).
FIG. 9 is a diagram illustrating a trial calculation example of the patent diversification index (PDI) when the inequality index of the company A is changed.
FIG. 10 is a diagram illustrating a trial calculation example of the patent diversification index (PDI) when the disparity index of the B company is changed.
FIG. 11 is a diagram illustrating a calculation example of the invention number share (%) by company in each technical field in the technical field (H01L) calculated using Expression 11.
FIG. 12 is a diagram illustrating a calculation example of the invention number share (%) by company in each technical field in the technical field (G06F) calculated using Expression 11.
FIG. 13 is a diagram illustrating a calculation example of the patent competitiveness index D (PCPID) calculated using Expression 15.
FIG. 14 is a diagram illustrating a calculation example of the excess growth rate calculated using Expression 16.
FIG. 15 is a chart showing the patent competitiveness index D (PCPID) and the patent competitiveness index (PCPI) calculated based on the excess growth rate.
FIG. 16 is a diagram illustrating a distribution of calculation results when the horizontal axis represents the value of the patent competitiveness index (PCPI) in logarithm and the vertical axis represents the number of companies.
FIG. 17 is a diagram illustrating an example of rank classification according to the patent competitiveness index (PCPI).
FIG. 18 is a chart showing the relationship between the star rank that expresses the competitiveness category related to the invention of a specific company by the number of stars and the type category name that expresses the competitiveness related to the invention as the type of company.
FIG. 19 is a display example in which the patent diversification index (PDI), patent competitiveness index (PCPI), and standardized patent competitiveness index (avgPCPI) of company A and company B are displayed together.
FIG. 20 shows another display example in which the patent diversification index (PDI), the patent competitiveness index (PCPI), and the standardized patent competitiveness index (avgPCPI) of company A and company B are displayed together.
FIG. 21 shows a chart showing the competitiveness index (PCPI) and rank of each company in a predetermined technical field, the standardized patent competitiveness index (avgPCPI) and rank, and the type classification based on the diversification index (PDI). Is a chart showing the patent competitiveness index (PCPI) in descending order.
FIG. 22 shows the patent competitiveness index (PCPI) of each company in a predetermined technical field and its ranking, the standardized patent competitiveness index (avgPCPI) and its ranking, and the type classification based on the diversification index (PDI). It is a chart showing the numerical value of the standardized patent competitiveness index (avgPCPI) in descending order.
FIG. 23 is a diagram for calculating and outputting indexes relating to technological development capabilities such as a diversification index (PDI), a patent competitiveness index (PCPI), and a standardized patent competitiveness index (avgPCPI) when making a corporate value judgment. It is a flowchart.
FIG. 24 is a diagram illustrating a display example of a display menu for selecting the type of index when evaluating the corporate value.
FIG. 25 is a diagram showing a state where the user has selected “(PCPI) Patent Competitiveness Index” from the display menu for selecting the type of index.
FIG. 26 is a diagram illustrating an example in which the user selects “the number of claims” in the display menu for selecting the type of index.
FIG. 27 is a diagram illustrating an example in which the user selects the item “(C) revenue related index” in the display menu for selecting the type of index.
FIG. 28 is a diagram showing an example in which the user selects “GBP” (manufacturing sales profit) from items related to “(C) revenue related index” in the display menu for selecting the type of index. .
FIG. 29 is a diagram showing a display example of a corporate value evaluation input condition setting screen for selecting the conditions of “target document” and “data reading” when calculating an index for determining corporate value.
FIG. 30 is a diagram illustrating a display example of a company value evaluation input condition setting screen for selecting a target industry or a condition of each target company when calculating an index for determining the company value.
FIG. 31 is a diagram showing a display example of a corporate value evaluation output condition setting screen for selecting a display form of calculated or judged corporate evaluation information.
FIG. 32 is a chart illustrating each “business, profit, and market evaluation-related” index calculated by the company evaluation apparatus and its calculation formula.
FIG. 33 is a chart illustrating each “business, profit, and market evaluation-related” index calculated by the company evaluation apparatus and its calculation formula.
FIG. 34 is a chart illustrating each “R & D patent related” index calculated by the company evaluation apparatus and its calculation formula.
FIG. 35 is a chart illustrating “R & D patent-related” indexes and calculation formulas calculated by the company evaluation apparatus.
FIG. 36 is a chart illustrating a calculation formula for each index of “patent portfolio related” calculated by the company evaluation device.
FIG. 37 is a diagram illustrating the meaning of a graph in which the patent competitiveness index (PCPI), which is a form of patent information, is represented on the horizontal axis, and the manufacturing sales profit, which is a form of management financial information, is represented on the vertical axis. .
FIG. 38 is a diagram showing the relationship between the patent competitiveness index (PCPI) and the manufacturing sales profit (GBP) of companies belonging to the chemical sector.
FIG. 39 is a diagram showing the relationship between the standardized patent competitiveness index (avgPCPI) and the manufacturing and sales profit (GBP) of companies belonging to the chemical sector.
FIG. 40 is a diagram showing the relationship between the patent diversification index (PDI) and the manufacturing and sales profit (GBP) of all companies.
FIG. 41 is a diagram showing the relationship between the patent competitiveness index (PCPI) and excess GBP in the chemical industry.
FIG. 42 is a diagram showing the relationship between the standardized patent competitiveness index (avgPCPI) and excess GBP in the chemical industry.
FIG. 43 is a diagram showing the relationship between the patent diversification index (PDI) and excess GBP of each company in the chemical industry.

以下、本発明の実施の形態を図を用いて説明する。
図1は、本発明に係る企業価値評価システムの全体構成図である。
同図に示すように企業価値評価システムは、経営財務情報、技術文献(特許に関する情報のみならず実用新案に関する数値情報、技報等を含む)、市場価値情報(市場価値の数値情報)、企業価値の妥当性を判定する閾値及び該閾値に基づく妥当性の判定結果、区分等の各種情報等を記録するデータベース20と、経営財務情報、技術文献、市場価値情報等の各種情報を入力して、企業価値の妥当性を判断した結果を出力する企業評価装置30と、前記企業評価装置30とデータベース20とを通信接続しているインターネットや専用の通信回線等の通信網10とから構成されている。
なお、データベース20は、企業評価装置30の内部に設けられていてもよい。
図2は、本発明に係る企業評価装置30の信号処理系ブロック図である。
同図に示すように企業評価装置30の情報送受信部には、公衆回線又は通信ネットワーク等の通信網364を介して他の通信機器と情報の送受信を行うための送受信手段365(経営財務情報取得手段、技術文献取得手段、市場価値情報取得手段、各種閾値取得手段、出力手段の機能を含む)が設けられている。
また企業評価装置30には、利用者が入力手段370を介して入力した各種情報を取得して後述する情報処理手段に伝達したり、情報処理手段からの指示に基づいてLED等に表示指令を出力する入力インターフェース371と、画像や文字、グラフ、又は図表等の情報を表示する表示手段372と、情報処理手段の指令に基づいて表示手段372に対して表示用の画像信号を出力する表示インターフェース373(出力手段の機能を含む)と、画像や文字、グラフ、又は図表等の情報をプリンタ32等の印刷手段に出力するプリンタインターフェース374とが設けられている。なお、入力手段370は、キーボードやマウス、タブレット等の入力装置を含むものである。
また、企業評価装置30には、記録媒体377を着脱可能に装着する記録媒体装着部378と、記録媒体377に対して各種情報を記録したり読み出したりする記録媒体インターフェース379(経営財務情報取得手段、技術文献取得手段、市場価値情報取得手段、各種閾値取得手段、出力手段の機能を含む)とが設けられている。なお、記録媒体377は、メモリーカード等の半導体や、MO、磁気ディスク等に代表される磁気記録式、光記録式等の着脱可能な記録媒体である。
また、企業評価装置30には、企業評価装置30の全体の制御を行う情報処理手段380と、情報処理手段380にて実行されるプログラムや各種定数が記録されているROMや情報処理手段380が処理を実行する際の作業領域となる記録手段であるRAMとから構成されるメモリ381とが設けられている。
また、情報処理手段380は、経営財務情報取得手段、技術文献取得手段、市場価値情報取得手段、各種閾値取得手段、出力手段、技術分野別全発明数抽出手段、企業別全発明数抽出手段、企業別技術分野別発明数抽出手段、技術分野別寡占スコア算出手段、企業別寡占スコア算出手段、技術分野別寡占状態判断手段、表示用データ生成手段、企業別多角化区分手段、技術分野別強調寡占スコア算出手段、企業競争力スコア算出手段、規格化企業競争力スコア算出手段、企業競争力スコア区分手段、規格化企業競争力スコア区分手段、発明伸び率取得手段、超過成長率算出手段、企業競争力指数算出手段、規格化企業競争力指数算出手段、企業競争力指数区分手段、規格化企業競争力指数区分手段の諸機能を実現することが可能となっている。なお、これらの全ての処理を情報処理手段380が実行する代わりに、複数の専用の処理装置を設けて、それぞれの処理装置に処理を分担して実行するようにしても本発明の目的を達成することが可能である。
また、企業評価装置30には、企業評価装置30の処理に関する各種定数やネットワーク上の通信機器に通信接続する際の属性情報、URL(Uniform Resource Locators)、ゲートウェイ情報、DNS(Domain Name System)等の接続情報、企業の経営に関する経営財務情報、特許に関する技術文献、市場価値情報、企業価値を判定する閾値及び該閾値に基づく妥当性の判定結果等の各種情報を記録するハードディスク等の記録手段384と、記録手段384に記録されている情報を読み出したり記録手段384に対して情報を書き込む処理を行う記録手段インターフェース385(経営財務情報取得手段、技術文献取得手段、市場価値情報取得手段、各種閾値取得手段、出力手段の機能を含む)と、時刻を刻むカレンダ時計390とが設けられている。
企業評価装置30内の情報処理手段380と、表示インターフェース373、メモリ381、記録手段インターフェース385、カレンダ時計390等を含む各周辺回路はバス399で接続されており、情報処理手段380にて実行される処理プログラムに基づいて各々の周辺回路を制御することが可能となっている。
なお、経営財務情報、技術文献、市場価値情報等の各種のデータベースは、記録手段384に記憶されている場合や、CD−ROM、CD−RW、DVD、MO等の記憶媒体377で提供される場合、通信網364を介して他の通信機器(データベース20等)から取得する場合も考えられる。
また、上記の企業評価装置30は、パーソナルコンピュータ、ワークステーションなど様々なコンピュータを利用して実現することができる。さらに、コンピュータをネットワークで接続して機能を分散して実施するようにしても良い。
前記送受信手段365、記録手段インターフェース375、記録媒体インターフェース379、情報処理手段380等の経営財務情報取得手段は、調査対象の会社の規模を示す情報若しくは会社の財務情報等の経営財務情報を記録する経営財務情報データベース(データベース20、記録手段384、記録媒体377等)から、調査対象の期間における経営財務情報を取得することが可能となっている。
また、前記送受信手段365、記録手段インターフェース375、記録媒体インターフェース379、情報処理手段380等の技術文献取得手段は、出願済みの特許若しくは実用新案、又は、調査対象の会社が所有する登録された特許若しくは実用新案に関する技術文献や技報を記録する技術文献データベース(データベース20、記録手段384、記録媒体377等)から、調査対象の企業、調査対象の技術分野、若しくは全社の調査対象の期間における技術文献等を取得することが可能となっている。
また、技術文献取得手段は、公開特許公報、特許公報等の技術文献を技術文献データベースから取得することが可能となっている。
また、前記送受信手段365、記録手段インターフェース375、記録媒体インターフェース379、情報処理手段380等の市場価値情報取得手段は、調査対象の会社の株価のランク、ブランド価値のランク、又は含み資産のランク等の市場価値情報を記録する市場価値情報データベース(データベース20、記録手段384、記録媒体377等)から、調査対象の期間における市場価値情報を取得することが可能となっている。
情報処理手段380等の技術分野別全発明数抽出手段は、取得した技術文献をIPCサブクラス、キーワード等の技術分野別に分類して、技術分野別の全特許出願件数又は技術分野別の全特許出願請求項数等の技術分野別全発明数を抽出することが可能となっている。
また、情報処理手段380等の企業別技術分野別発明数抽出手段は、取得した技術文献を出願人等の企業別、及び、IPCサブクラス、キーワード等の技術分野別に分類して、企業別及び技術分野別の特許出願件数又は企業別及び技術分野別の特許出願請求項数等の企業別技術分野別発明数を抽出することが可能となっている。
また、情報処理手段380等の技術分野別寡占スコア算出手段は、企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを、所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出することが可能となっている。
また、送受信手段365、記録手段インターフェース375、記録媒体インターフェース379、プリンタインターフェース374、情報処理手段380等の出力手段は、技術分野別寡占スコア、技術分野別強調寡占スコア、企業別寡占スコア、寡占状態若しくは競争状態を示す指標、企業競争力スコア、規格化企業競争力スコア、企業競争力指数、規格化企業競争力指数、その他の表示用データを表示手段に出力、印刷手段に出力、記録媒体に出力、又は通信回線を介して他の通信機器に出力することが可能となっている。
また、情報処理手段380等の技術分野別寡占状態判断手段は、所定の閾値と前記算出した技術分野別寡占スコアとを比較して、所定の技術分野における発明数が特定の企業の寡占状態にあるか、又は、多くの企業による競争状態にあるかを判断することが可能となっている。
また、情報処理手段380等の表示用データ生成手段は、技術分野別寡占スコアの数値又は棒グラフによる表示と、寡占状態にあるか又は競争状態にあるかの判断結果を同一の枠内又は隣接する位置に表示するための表示用データを生成することが可能となっている。
また、情報処理手段380等の企業別全発明数抽出手段は、取得した技術文献を出願人等の企業別に分類して、企業別の全特許出願件数又は企業別の全特許出願請求項数等の企業別全発明数を抽出することが可能となっている。
また、情報処理手段380等の企業別寡占スコア算出手段は、企業別技術分野別発明数を企業別全発明数で除算して企業別技術分野別発明数シェアを算出し、企業別技術分野別発明数シェアをkb乗(但し、kb>0)したものを、特定の企業内において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別寡占スコアを算出することが可能となっている。
また、情報処理手段380等の企業別多角化区分手段は、所定の閾値と前記算出した企業別寡占スコアとを比較して、特定の企業における発明数が特定の技術分野に集中しているか、又は、多くの技術分野に多角化しているかを表す図形又は文言を用いて区分することが可能となっている。
また、情報処理手段380等の多角化指数算出手段は、1から企業別寡占スコアを減算した多角化指数、又は、1から企業別寡占スコアを減算した値に100を乗算した多角化指数を算出することが可能となっている。
また、情報処理手段380等の技術分野別強調寡占スコア算出手段は、技術分野別企業別発明数シェアと前記技術分野別寡占スコアとを乗算して技術分野別強調寡占スコアを算出することが可能となっている。
また、情報処理手段380等の企業競争力スコア算出手段は、技術分野別強調寡占スコアを特定の企業において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別競争力スコアを算出することが可能となっている。
また、情報処理手段380等の企業競争力スコア区分手段は、所定の閾値と前記算出した企業競争力スコアとを比較して、特定の企業の発明に関する競争力を表す図形又は文言を用いて区分することが可能となっている。
また、情報処理手段380等の表示用データ生成手段は、図形又は文言による区分の表示用データを生成することが可能となっている。
また、情報処理手段380等の規格化企業競争力スコア算出手段は、企業別競争力スコアを技術分野数で除算して規格化企業競争力スコアを算出することが可能となっている。
また、情報処理手段380等の規格化企業競争力スコア区分手段は、所定の閾値と前記算出した規格化企業競争力スコアとを比較して、特定の企業の発明に関する競争力を表す図形又は文言を用いて区分することが可能となっている。
また、情報処理手段380等の発明伸び率取得手段は、取得した技術文献の日付情報に基づいて、特定企業における発明数の伸び率と、全企業における発明数の伸び率とを取得することが可能となっている。
また、情報処理手段380等の超過成長率算出手段は、特定企業における発明数の伸び率から全企業における発明数の伸び率を減算して特定企業の超過成長率を算出することが可能となっている。
また、情報処理手段380等の企業競争力指数算出手段は、超過成長率に1を加算した値に企業競争力スコアを乗算して企業競争力指数を算出することが可能となっている。
また、情報処理手段380等の企業競争力指数区分手段は、所定の閾値と前記算出した企業競争力指数とを比較して、特定の企業の発明に関する競争力を表す図形又は文言を用いて区分することが可能となっている。
また、情報処理手段380等の規格化企業競争力指数算出手段は、企業別競争力指数を技術分野数で除算して規格化企業競争力指数を算出することが可能となっている。
また、情報処理手段380等の規格化企業競争力指数区分手段は、所定の閾値と前記算出した規格化企業競争力指数とを比較して、特定の企業の発明に関する競争力を表す図形又は文言を用いて区分することが可能となっている。
図3に、データベース20等の記録手段に記録されている経営財務情報の一例を表した図表を示す。
同図に示すように、経営財務情報には、会社の規模を示す情報と、会社の財務情報を示す情報と、会社の各種情報を組み合わせて算出した会社の組み合わせ情報とが含まれている。なお、経営財務情報のデータは、調査対象となる企業の有価証券報告書、新聞社や研究所などが提供している商用データベースなどから取得した情報を利用することができる。
会社の規模を示す情報には、従業員数、役員数、資本金、製作所数、事業所数、敷地面積、延床面積、敷地所有率、建物所有率、連結の従業員数、連結の役員数、連結の資本金、連結の製作所数、連結の事業所数、連結の敷地面積、連結の延床面積、連結の敷地所有率、又は連結の建物所有率等が含まれる。
会社の財務情報には、売上高、売上利益、営業利益、売上利益率、営業利益率、総資産時価総額比率、株主資本時価総額比率、売上高時価総額比率、製造販売利益時価総額比率、営業利益時価総額比率、総資産製造販売利益率、株主資本製造販売利益率、総資産営業利益率、株主資本営業利益率、株主資本比率、時価総額株主資本差額、研究開発費、売上高研究開発費比率、製造販売利益研究開発費比率、製造販売利益率、営業利益研究開発費比率、又は製造販売利益等が含まれる。
また、会社の財務情報には、総資産、有形固定資産、設備投資額、減価償却費、特許料等ロイヤルティ収入、金融資産(流動資産、流動負債など)、支払利息、割引料、長期プライムレート(長期借り入金利)、短期プライムレート、社債金利、10年物長期国債利回り利率、人件費(含む役員報酬、労務費)、福利厚生費、株主資本、発行済み株式総数、株価(日経平均株価など)、又は租税効果が含まれる。
会社の組合わせ情報には、従業員一人当売上高、従業員一人当研究開発費、従業員一人当売上利益、従業員一人当営業利益、従業員一人当製造販売利益等が含まれる。
以下に、製造販売利益について説明する。
会計基準の改定により2000年3月期以降の決算において、研究開発費は原則として全額費用として計上することが義務付けられた。従来、製造費用や一般管理費に含まれる研究開発費を内訳として開示していない企業が多数存在したが、この規則施行以降、損益計算に係わる研究開発費の額が明確となった。これを受けて、ここでは企業の研究開発費の実態を多角的に分析する目的で、「製造販売利益」と名づける指標を開発した。これは、営業利益に研究開発費を加算することにより求められる仮定の利益額(研究開発活動を除く本業すなわち製造販売活動が生み出した総利益額)を試算したものである。この試算額は、研究開発費が全て費用として計上されることにより、損益計算上、研究開発活動を積極化するほど営業利益は圧縮されることになるため、技術開発(知的財産)の重要性が議論されるなか、営業利益の観点のみからでは企業の収益性に関する実態は掴み難いという問題にひとつの視点を与えるものと思われる。本指標は概ね売上利益と営業利益の中間に位置付けられる指標であり、これらの指標と同時に用いることにより、企業の収益性をより立体的に把握することが可能となる。
売上利益は、売上高から製造原価を差し引くことで求められる粗利益であるが、研究開発費には製造原価に含まれるものと一般管理費に含まれるものがあるため、厳密な意味では、製造販売利益を売上利益と営業利益の中間に位置する利益指標と言うことはできない。製造販売利益とその他の利益指標の関係を数式で表すと下記の通りである。
製造販売利益={(売上利益)+(製造原価に含まれる研究開発費)}
−{(一般管理費)−(一般管理費に含まれる研究開発費)}
=営業利益+研究開発費の総額
また、以下に製造販売利益研究開発費比率について説明する。
「製造販売利益」に占める「研究開発費」の比率を算出したもので、製造販売活動が生み出した総利益額のどの程度の比率を研究開発費として再投資しているかを見ることができる。この比率は一般にR&D比率と呼ばれる「売上高研究開発費比率」とは異なった意味合いを持っているものと思われるが、どのような比率が適正水準と言えるのかを検討するための分析など多角的な分析を試みた。
「製造販売利益研究開発費比率」の値は、企業の優劣や良否を比較するためのものではない。本指標は、業種や規模および各企業の経営戦略、営業収益の状況等によって大きく異なる。したがって、同業種・同規模の会社間の相対比較等を行うための参考指標のひとつとして利用可能と考えられる。
また、以下に製造販売利益率について説明する。
「製造販売利益率」は、「製造販売利益」を売上高で除すことによって求めた。したがって、本指標は、研究開発活動を除く本業すなわち製造販売活動が生み出した総利益額の売上高に占める比率を試算したものであり、概ね売上利益率(製造活動が生み出した粗利益の売上比)と営業利益率(研究開発活動を含む本業が生み出した利益の売上比)の中間に位置するものと考えられる。
以下に,時価総額株主資本差額について説明する。
株価によって決定される株式時価総額は、市場における企業価値の評価額といえるため、株式時価総額と帳簿上の株主資本との差額は市場における企業のオフ・バランス資産(資産に計上されない無形資産)の評価額と言うこともできる。今後、我が国の会計制度が時価会計に移行してゆくなかで、この差額の持つ意味は益々重要性を持つと考えられる。なぜなら、完全な時価会計が行われた場合、「時価総額株主資本差額」が0以下(つまりPBRが1以下)の企業は、オフ・バランスの無形資産評価額が0であることを意味するからである。現在の株式市況下で、PBRが1以下の企業が数多く見られるが、例えば将来に利益をもたらす有用な特許を保有し、不良債権や劣化資産などがない会社の「時価総額株主資本差額」が0以下であるとすれば、市場における過小評価の可能性を指摘することができる。
現在、我が国の会計制度においては、段階的に時価会計への移行が図られつつある途上にあるため、帳簿上の株主資本の額が理論的上の純資産とは異なるので、「時価総額株主資本差額」のみをもって当該企業の市場におけるオフ・バランスの無形資産の評価額を推定しその評価の過小・過大を判断することはできない。
以下に、平均登録所要年数について説明する。
「登録所要年数」とは、出願から特許査定され特許として登録されるまでに要した年数を意味する。「平均登録所要年数(登録年別)」とは、登録統計対象期間の各年に登録された個々の特許が出願から登録までに要した年数の登録年別の平均値を算出したもので、「平均登録所要年数(出願年別)」とは、登録統計対象期間以降出願統計対象期間末までに出願されたものの内、登録統計対象期間末までに登録された個々の特許が出願から登録までに要した年数の出願年別の平均値を算出したものである。
したがって、「平均登録所要年数(出願年別)」は、新たな登録が生じることにより変化(増大)する。なお、審査請求年限の短縮により、2001年10月以降の出願に関する「登録所要年数」は大幅に短縮されるものと予測される。
図4に、データベース20等の記録手段に記録されている技術文献の一例の図表を示す。
同図に示すように技術文献には、特許や実用新案の出願情報や、登録情報等の特許文献が含まれている。技術文献のデータは、例えば特許庁の特許電子図書館のデータベース、CD−ROM公報などから取得した特許や実用新案に関する情報、その他技報等を利用することができる。
発明の出願関係の情報には、例えば企業別に、出願日、出願番号、発明の名称、発明者、出願人、請求の範囲、要約、IPC、FI、Fターム、代理人、公開日、公開番号、審査請求の有無、審査請求日、優先日、優先権主張番号、公表日、公表番号、再公表公報発行日、再公表公報番号、国際出願日、国際出願番号、国際公開日、国際公開番号、指定国、出願件数、審査請求件数、IPC別出願件数、キーワード別出願件数、出願請求項数、出願から審査請求までの年数、発明者数、出願人数(共同出願数)、国内優先の数、国内優先の基礎の数、外国からの優先の基礎の数、新規性喪失の例外申請の有無、公開公報に審査請求の記載の有無、分割出願の数、出願取下げ・放棄の数、出願変更件数、早期審査件数、出願件数(外国国別)、発明者数(外国国別)、出願人数(外国国別)、優先権主張先の数(外国国別)、優先権主張の基礎の数(外国国別)、出願分割の有無(外国国別)等の情報が含まれる。
また発明の登録関係の情報には、例えば企業別に、設定の登録日、登録公報発行日、登録番号、権利満了予定日、公告日、公告番号、維持年金納付状況、拒絶査定件数、拒絶査定確定日、拒絶査定請求項数、拒絶査定不服審判件数、審査請求後の放棄・取下げ件数、審査請求後の放棄・取下げ請求項数、無効審判の数、審判番号、審決日、無効審判の請求項数、補正却下・訂正審判の数、異議申立ての数、異議申し立ての請求項数、登録特許の発明者、登録特許の発明者数、登録特許の出願人、引用文献、登録件数、登録請求項数、登録件数の内失効した件数、出願から登録までの年数、特許登録率、特許査定率、審査請求から登録までの年数、優先審査の有無、拒絶理由回数、補正回数、補正(方式)回数、特許権の設定登録の有無、存続期間の延長登録の有無、特許権の移転の有無、登録件数(外国国別)、登録所要年数(外国国別)、審査年数(外国国別)、拒絶理由回数(外国国別)、補正回数(外国国別)、補正(方式)回数(外国国別)、異議申立ての有無(外国国別)、優先審査の有無、拒絶理由回数等の情報が含まれる。
以下に、発明数に基づいて企業を評価する際の各指標について説明をする。
一般に特許出願件数や特許出願に含まれる請求項数などの発明数が多い企業ほど新製品の開発に予算を割り当てており、将来に向けての製品開発が活発で、将来の事業の拡大や収益の向上が見込める企業であると判断することができる。
近年の工業製品は製品そのものの価値を高めるために多くの機能を備えているものが多く、製品の機能や性能に応じて製品開発に要求される技術分野が広がっている。また、開発製品の機能や性能を向上させて競争力を高める設計を行なうと、製品の開発費も高騰するので、多額の資金や人材も必要となる。
新製品開発のために多くの技術的思想の創作をして特許出願をしている企業に開発資金が十分あるならば、特許権を得た際の独占排他権に鑑みて、将来の事業の拡大や収益の向上が見込める企業であると判断できる。
また投資家や銀行は、将来性のある企業に投資を希望し、学生や中途採用の技術者も独創性のある技術力を備えた将来性のある企業での就業を希望する。
本発明では、投資家や銀行、技術者等が、複数の企業の中から、独創性のある技術力を備えた将来性のある企業を探したり、優位性を備える企業を調査する場合の判断基準や、特定の技術分野における発明が競争状態にあるか寡占状態にあるかの判断基準となるいくつかの指標を提供する。
先ず最初に、特定の技術分野に関する発明が各企業均等に出願しており技術が既に競争状態にあるか、又は特定企業が突出して出願しており技術が寡占状態にあるかの判断を行なうことが可能な指標を提供する特許出願ポートフォリオ分析について説明する。
特許出願ポートフォリオ分析では、IPCサブクラスやキーワード等の技術分野毎に、特許出願や出願の際の請求項数等の発明数を抽出する。
一般に特許出願は、産業上利用することが可能な新規な発明であって、発明の単一性の要件を満たす範囲内の発明について出願するものであるので、特許の出願件数を発明数と考えることも可能である。
また、1つの特許出願の中にも、複数の請求項に分けて新規性のある発明が複数記載されている場合も多い。したがって、特許出願の請求項数をもって発明数と考えることも可能である。特に近年では、一件の特許出願に含まれる請求項数が増大する傾向にある。しかし、一つの特許出願に含まれる請求項数は、技術分野や業種、企業毎にその平均値や傾向が大きく異なることが統計上判明している。したがって、単純に出願件数をもって各企業の特許出願の動向分析や他社との相対評価、技術力分析等を行なうと、場合によっては大きな誤解を招くおそれがあると考えられる。このような理由もあって、本発明の実施例では各企業の特許出願の動向や技術動向を、特許の出願件数と特許出願の請求項数との両面からとらえることとしている。
なお上記の例では、特許の出願件数と請求項数を発明数としたが、本発明はこれに限定されるものではなく、発明数として、特許又は実用新案の登録件数、登録請求項数、審査請求件数、審査請求した請求項数、登録査定件数、登録査定請求項数、拒絶査定件数、拒絶査定請求項数、審判請求件数、審判請求の請求項数などを用途に応じて用いてもよい。
また、更に上記の2つ以上の発明数を組み合わせた値、例えば(登録件数/審査請求数)を用途に応じて用いることも考えられる。
また上記の例では発明の技術分野としてIPCサブクラスを用いる例を示したが、技術情報はIPCサブクラスに限定するものではなく、IPCのセクション、クラス、サブクラス、メイングループ、サブグループ、Fターム、FI、ファセット、特許文献に含まれるキーワード等の分類を用途に応じて用いてもよい。
また他の発明の分類として、特許出願等の出願日、登録日などの年毎などの分類を用いてもよいし、出願から登録までの年数による分類、審査請求から登録までの年数による分類、登録特許保持期間などの分類を用いてもよい。
なお、以下の例では、技術分野の分類にIPCサブクラスを用い、発明数として特許の出願数や請求項数を用いた計算例を代表例として示す。
図5は、特定企業(BI社)の特定の年次(2003年次)における発明数の多い上位の技術分野(H05K、H01L…など)と、その技術分野内での全企業の発明数に占める特定企業(BI社)の発明数のシェア(割合)と、その所定の技術分野で発明数が各企業間で競争状態にあるか又は寡占状態にあるかを示す寡占情報とを表示する表示例を示す図である。
同図には、算出に用いた発明の年次を表す期間情報と、IPCサブクラス等の発明の属する技術分野と、特定企業における所定技術分野の特許の企業別技術分野別請求項数及び企業別技術分野別請求項数と、企業別全請求項数に占める企業別技術分野別請求項数(企業別技術分野別請求項数シェア(割合))と、企業別全出願件数に占める企業別記述分野別出願件数(企業別技術分野別出願件数シェア(割合))と、企業別全請求項数と、技術分野の分類数とが示されている。
また同図には、技術分野別全社請求項数に占める企業別技術分野別請求項数の割合(技術分野別企業別請求項数シェア)と、その技術分野における各社の技術分野別企業別請求項数に鑑みて発明数が競争状態であるか又は寡占状態であるかを示す寡占情報とが示されている。
以下の式1に、企業別全請求項数に占める企業別技術分野別請求項数の割合(企業別技術分野別請求項数シェア)を算出する計算式を示す。

Figure 2005050511
以下に、企業別全出願件数に占める企業別技術分野別出願件数の割合(企業別技術分野別出願件数シェア)を算出する計算式を示す。
Figure 2005050511
上記式1及び式2を請求項数及び出願件数に限定せずに、審査請求件数、登録件数、登録請求項数等について発明数として一般化して記載すると、企業別技術分野別発明数シェアは以下の式3として表すことが可能となる。なお、下記の式3では最後に100を乗算して%表示を可能としているが、100を乗算せずに割合を算出するようにしてもよい。
Figure 2005050511
次に、技術分野別全請求項数に占める企業別技術分野別請求項数の割合(技術分野別企業別請求項数シェア)を算出する計算式を示す。
Figure 2005050511
上記式4のパラメータを請求項数に限定せずに出願件数、登録件数、登録請求項数等について発明数として一般化して記載すると以下に示す式5に表すことが可能となる。
Figure 2005050511
特定の技術分野における発明数が全社の中で競争状態であるか又は寡占状態であるかを示す寡占情報は、例えば以下の技術分野別SEIスコア(技術分野別寡占スコア)の計算式に式5を代入して判別し、表示する。
Figure 2005050511
例えば競争状態又は寡占状態を判断する閾値として1000を用いると、所定の技術分野における発明の競争状態を以下のように区分することができる。
競争状態:技術分野別企業別発明数シェア(ka=2の場合)<1000
寡占状態:技術分野別企業別発明数シェア(ka=2の場合)≧1000
本来のHHI指数とは、Hirschman−Herfindahl Indexの略で「ハーフインダール指数」と呼ばれている指数である。本来HHI指数は、任意の製品市場における寡占、分散の度合いを測定するための手法で、市場に参入している企業の持つシェアを2乗した値の総和によって求めらる。
このHHI指数を発明に当てはめて応用すると、1社が完全独占している場合には、応用HHI=10,000という値となり、競争が激しいほどその値は低くなる。本発明では、発明数シェアにHHI指数を当てはめるとともに、寡占状態または競争状態を判断する閾値を設けている。そして、発明数シェアの応用HHI指数が、閾値以上の場合を寡占状態と判断し、閾値未満の場合を競争状態と判断している。
なお、上記の例では発明数シェアに基づく応用HHI指数の閾値を、経験的に1000に設定しているが、閾値は1000に限定されるものではない。また、市場に参入している企業の技術分野別企業別発明数シェアを2乗する場合に限定されるものでもなく、用途に応じて3乗以上の値を用いてもよい。
発明数を表現する一例として特許出願件数を用いて企業の将来性を判断したり他社と比較したりする場合に、単に出願件数に等の発明数に着目して比較すると、企業の規模を比較することになってしまい、利用者が知りたい情報を得ることができない場合がある。そこで本発明では、特許出願件数や特許出願の請求項数などの発明数全体数からだけでは明らかにならない技術分野別の内訳を、IPCサブクラス等の技術分野情報を用いて分類して分析している。
また、各社における自社内での内訳分析に加えて、その技術分野における他社のステータスと、その技術分野における発明数の競争状態を表示することによって、競合していると思われる企業全体における調査対象の企業の発明数の位置付けが立体的に把握できるようになる。
例えば特定の企業について出願ポートフォリオ分析を行なった場合に、発明数が多いことにより出願ポートフオリオの上位にランクされた技術分野が、他社を含めた集計の結果寡占状態にあると判断した場合(いずれかの企業が際立って多く発明している場合)であって、当該特定の企業が当該技術分野の発明について相当のシェアを有するとすれば、その特定の企業は当該技術分野において圧倒的な技術的地位を占めていることと認められることになる。
また、ポートフォリオの上位にランクされた技術分野が他社を含めた集計の結果激しい競争状態にあり、その特定の企業が発明について僅かなシェアしか有しない場合は、その特定企業は当該技術分野において現状では優位な状況にないために、競争上の優位性を確保できる可能性のある新たな別のコア領域に退出することを検討するべき状態にあると推測できることになる。
例えば、所定の期間を各年次とし、発明の属する技術分野としてIPCサブクラスを設定し、発明数として請求項数を設定した場合について出願ポートフォリオ分析を行なう例について以下に説明する。
先ず企業評価装置30は、所定の期間内に出願された全社の公開特許公報について、IPCサブクラス名と請求項数とを読み出す処理を行なう。
そして、読み出した全公開特許公報に付された全てのIPCサブクラス毎に、請求項数及び出願件数について集計し、企業別技術分野別出願件数と企業別技術分野別請求項数とその上位の分類数とを表示する。
図5に示す例では、所定の期間毎(各年次別など)に上位5位までの所定技術分野(IPCサブクラス)について、企業別技術分野別請求項数、企業別技術分野別請求項数シェア、企業別技術分野別出願件数、企業別技術分野別出願件数シェアを算出して左半分に表示している。企業別技術分野別請求項数、企業別技術分野別請求項数シェア、企業別技術分野別出願件数、企業別技術分野別出願件数シェアの右横には、前期間の計算結果と比較した場合の増減(例えば前年比)を↑又は↓で表示している。
図5に示す出願ポートフォリオ分析結果の右半分には、各所定技術分野(各IPCサブクラス)内での技術分野別企業別発明数シェア(図5に示す例では技術分野別企業別請求項数シェア)とその技術分野別企業別発明数シェアの順位、並びに当該技術分野(IPCサブクラス)の寡占状態(所定の閾値と前記算出した技術分野別寡占スコアとを比較して、所定の技術分野における発明数が特定の企業の寡占状態にあるか、又は、多くの企業による競争状態にあるかを判断する指標)を表記している。特に図5に示す例では、寡占状態を文字で表記し、技術分野別企業別請求項数シェアを棒グラフ及び数値で表記し、寡占状態にあるか又は競争状態にあるかの判断結果を同一の枠内又は隣接する位置に表示している。
次に、図5に示す各計算結果の数値とその意味について説明する。
図5では、ある特定企業(BI社)の2003年次の企業別技術分野別請求項数(企業別技術分野別発明数の一形態)は2,526項で、IPCサブクラス(技術分野の一形態)の分類数は51分類にわたり出願されていることを示している。
このうち、請求項教が多い方から5位までのIPCサブクラスの順位は、1位:H05K(企業別技術分野別請求項数=731項で、自社全請求項数の28.94% 以下同じ)、2位:H01L(527、20.86%)、3位:G02B(183、7.24%)、4位:D21J(136、5.38%)、5位:F01N(125、4.95%)である。
これら算出した企業別技術分野別請求項数シェアについて、対応する技術分野別企業別発明数シェア(式6にてka=2とした場合)を計算してみると、企業別技術分野別請求項数が1位から3位までのIPCサブクラスの全社における技術分野別SEIスコア(計算式は式6参照)は、何れも1、000を下回るので競争状態と判別している。
特にBI社は、H01Lの技術分野別企業別発明数シェアは0.40%で、順位は第33位であり、G02Bの技術分野別企業別請求項数シェアは0.40%で、順位は42位である。したがってBI社は、これらの技術分野では技術的な競争がかなり苦しい状況に置かれていることが認められる。
またD21Jの技術分野では、BI社内での企業別技術分野別請求項数の順位は第4位であるが、全企業における発明数の中では、44.00%の技術分野別企業別請求項数シェアを占めており、その順位は第1位である。技術分野別SEIスコア(ka=2とした場合)の値も44(%)=1,936となり(計算式は式6参照)、閾値である1,000を大きく超えているので、BI社の寡占状態と判別できる。したがってBI社は、この技術分野の技術開発において圧倒的優位性を保っていると判断することができる。
また、次のF0INの技術分野では、全企業における発明数の中での技術分野別企業別請求項数シェアは2.70%であり、順位は11位である。したがって、他社による発明の占有率が高く、BI社以外の他の企業の寡占状態と判別される。そして、この技術分野でのBI社の技術的競争は苦しい状況に置かれていると判断することが可能である。
上記のように本発明では、特許の企業別技術分野別出願件数や企業別技術分野別請求項数等の発明数だけでは判明しない企業の技術的競争力を、IPCサブクラス等の技術分野を考慮して分析し、各社の内訳分析に加えてその技術分野における各社のシェアや寡占情報等のステータス、又はその技術分野自体の競争状態を表示することによって、各社の技術開発に関する位置づけが立体的に把握できるようになる。
次に、各年次(各期間等)の企業別全請求項数に占める、各技術分野別(IPCサブクラス別等)の企業別技術分野別発明数(企業別技術分野別請求項数等)の割合を用いて、所定の技術分野における技術開発の集中、多角化の度合いを表す特許多角化指数(多角化指数の一形態を示す指標)の算出について説明する。なお、以下では特許多角化指数をPDI(Patent Diversification Index)と呼び、企業別SEI(技術分野別シェア強調率)とともに以下の順序で算出する。
次に、企業別技術分野別発明数シェア(%)を算出する計算式を示す。
Figure 2005050511
次に企業別技術分野別発明数シェア強調率を算出する計算式を示す。
Figure 2005050511
次に、企業別SEIスコア(企業別寡占スコア又は技術分野別シェア強調率)の定義式を示す。
Figure 2005050511
次に、多角化指数の一形態である、特許多角化指数PDI(Paten Diversification Index)を定義する計算式を示す。
下記の式では、企業別寡占スコアを1から減算した値に100を乗算して多角化指数を算出して%表示に感覚的に近い値で表示するようにしているが、100を乗算せずに1から企業別寡占スコアを減算した値を多角化指数と定義して表示するようにしてもよい。
Figure 2005050511
企業別SEIスコアを算出する際には、企業別技術分野別発明数シェアをkbで冪乗して計算しているので、kb=2とした場合において、企業別技術分野別請求項数シェアが1つの技術分野で100%の場合(1つの技術分野にしか発明が存在しない場合)には、企業別SEIスコア(最大値)=1.00となる。
上記の各式に示すように、企業別SEIスコアを算出する場合には、各技術分野について企業別技術分野別請求項数シェアのkb乗の総和を算出している。この計算式は、式6に示した技術分野別n企業別発明数シェアと似ている計算式であるが、総和を算出する対象が異なるとともに、式7ではこの総和を1から減算することによって、特定の企業における発明が、どのくらいの技術分野にわたってなされているかを表すものである。
式10を用いて特許多角化指数(PDI)を算出することによって、特定の企業内での発明の多角化の度合いを示すことが可能となる。最後に100倍しているのは、特許多角化指数の取り得る範囲を0〜100に設定することによって%表示に近い値として数値を読みやすくするためのものである。
なお式10に示すように特許多角化指数を算出する際に1から発明数シェアの総和を差し引くことを行なわずに、企業別技術分野別請求項数シェアの冪乗の総和そのものを100倍して、企業別SEIスコアを算出するようにしてもよい。この場合には、特定の企業における発明が所定の技術分野に集中してなされている場合には大きな値を示すので、算出した指数を独占化指数又は寡占指数などのように表現するとよい。
また、100倍することに限定するものではなく、切りの良い数字又はこれらの倍数(例えば、10や200、1000、10000など)を乗算してもよい。
式6に示した技術分野別SEIスコアは、大きい値であるほど所定の技術分野で特定の企業が発明を独占している状態(寡占状態)を示し、小さい値を示すほど所定の技術分野で多くの企業が発明を創作している状態(分散状態)を示していた。特許多角化指数(PDI)の場合には、式8示すように、1から企業別SEIスコア減算して100倍しているので、その値が100に近いほどその企業において広い技術分野にわたって発明が多角化していることを示し、その値が0に近いほどその企業において所定の技術分野に発明が集中化していることを示す。
格差指数kbとして、一般にはkb=2を利用するとよいが、1より大きい冪数を用いることによって各技術分野間のシェアの差をより大きく表現することが可能となる。また、格差指数kbを1より小さい冪数とすると各技術分野間の差を小さく表現することが可能となるものの、各技術分野間のシェアの差が見えにくくなるきらいがあるのであまり好ましくないが、元々のシェアの差が大きすぎる技術分野どうしを比較する場合には、有効に適用できることもある。したがって、調査対象や用途に応じて格差指数を適宜変更するようにしてもよい。
また、特許多角化指数を上記の計算式にて算出して所定の閾値と比較し、特定の企業における発明数が特定の技術分野に集中しているか、又は、多くの技術分野に多角化しているかを表す図形又は文言を用いて多角化の度合いを区分するようにしてもよい。式10に示した特許多角化指数(PDI)は、企業別技術分野別発明数に基づいて算出したが、企業別技術分野別請求項数や企業別技術分野別出願件数等を用いて算出するようにしてもよい。
技術分野に関する数値としては、公開特許公報等に付与されているIPCサブクラスの主分類を用いてもよい。更に、IPCサブクラスの副分類を併用するようにしてもよい。その場合には、主分類0.5件、副分類0.5件として均等割に計数してもよいし、IPC主分類と副分類とで異なる重み付けをして、例えば主分類0.7件、副分類0.3件などとして計数してもよい。本発明に係る他の指数の計算においても、同様に重み付けを行なってもよい。
図6及び図7に、特許多角化指数(PDI)の試算例を示す。
図6に示す計算1は、技術分野別発明数が「H01J」のIPCサブクラスにおいて集中しているA企業について特許多角化指数(PDI)を算出した計算例である。
図6に示す計算1では、A企業はIPCサブクラス「H01J」において発明数(特許の請求項数)が164と他の技術分野の2倍以上存在するので、A企業の技術開発分野はやや集中しているものと考えられる例を示している。
このA企業の請求項数だけを調べてみても、請求項数が所定の技術分野に集中しているのか、あるいは多岐の技術分野にわたって多角化しているのかを知ることは困難である。そこで本発明では、企業別技術分野別の発明数とその総和から企業別技術分野別発明数シェアを算出し、その企業別技術分野別発明数シェアについて格差指数を用いて冪乗して1から減算して100倍し、特定の企業の技術開発分野の集中、多角化の度合いを示す特許多角化指数(PDI)を算出して、表示することとしている。
したがって利用者は、特許多角化指数(PDI)を見るだけで、特定の企業の技術開発分野の集中、多角化の度合いを容易に知ることが可能となり、同一の計算手法を用いて算出した他企業の特許多角化指数と比較することにより、所定の技術開発分野の集中、多角化の度合いを比較することが可能となる。
図6に示す例は、格差指数kbを2とした場合の計算例であるが、図9に示すように格差指数をkb=3、1.5、0.5と2以外の数値に設定することによって、所定の技術開発分野での集中、多角化の度合いを用途に応じて変更することが可能となる。また、格差指数kbを大きな値にするほど多角化、集中の度合いを極端に表現することが可能となる。
また、特許多角化指数(PDI)を算出する際に、年によるバラツキを平準化するために、数年分の発明数などを平均するとよい。ただし、あまり長年の平均を取ると企業自体又は技術分野毎の型の年変化や特徴が没却されて見えなくなるので、望ましくは3年毎の移動平均をとるとよい。図6では一年間の発明数に基づいて演算した結果を示しており、移動平均等の演算は行なってはいないが、その計算は通常実施している手法を用いることが可能であるので、ここでは説明を省略する。
図7に示す計算2は、技術分野別発明数が均等に多角化しているB企業について、特許多角化指数(PDI)を算出した計算例である。
図7に示す計算2では、B企業は全てのIPCサブクラスにおいて発明数(特許の請求項数)が70又は80と均等に存在するので、B企業の技術開発分野は多角化していると考えることが可能な例を示している。
このB企業における技術開発分野の多角化状況と、A企業の技術開発分野の多角化状況とを請求項数だけから比較することは困難であるが、本発明に係る特許多角化指数(PDI)を算出して表示し対比することによって、利用者は容易に技術開発分野の多角化状況を比較することが可能となる。
図7に示す例は、格差指数kbを2とした場合の計算例であるが、図10に示すように格差指数をkb=3、1.5、0.5と2以外の数値に設定することによって、所定の技術開発分野での集中、多角化の度合いを用途に応じて変更することが可能となる。また、格差指数kbを大きな値にするほど多角化、集中の度合いを極端に表現することが可能となる。図6及び図7の計算結果から考察すると、格差指数kbの値は1.5乃至3の間の数値が適切であると思われる。本実施例では説明の都合上kb=2とした場合で主に説明する。
図8に、特許多角化指数(PDI)の値に基づく多角化の分類例を示す。
特許多角化指数(PDI)は前述のとおり、特定の企業における技術開発分野の集中、多角化の度合いを示すものであるので、単に特許多角化指数としての数値を表示するだけでなく、特許多角化指数の数値に応じた評価情報に変換して型の区分を表示することによって、利用者に対して技術開発分野の集中、多角化の度合いをわかり易く通知することが可能となる。
図8に示す例では、特許多角化指数(PDI)の値が96以上の場合に「超総合型」と区分し、90以上96未満の場合に「総合型」、76以上90未満の場合に「バランス型」、50以上76未満の場合に「集中型」、50未満の場合に「超集中型」と区分している。
図8に示した特許多角化指数の区分を用いると、A企業はkb=2の場合の特許多角化指数(PDI)が63.5であるので型の区分は「集中型」であると判断する。一方のB企業は、kb=2の場合の特許多角化指数(PDI)が92.8であるので、型の区分は「総合型」であると判断する。
図8に示した区分は一例であり、格差指数(kb値)や特許多角化指数の視点を変えた場合には、図8に示した区分とは異なった別の区分を適用するとよい。但し、請求項数とIPCサブクラスを用いて特許多角化指数の計算を行なう場合は、全企業の試算結果から勘案すると図8に示す型の分類が適しているものと思われる。
次に、各年次(各期間等)の技術分野別全発明数(技術分野別全請求項数等)に占める、各企業別の企業別技術分野別発明数(企業別技術分野別請求項数等)の割合を用いて、発明数から見た技術開発競争力の度合いを表す、技術分野別SEIスコア並びに特許競争力指数の算出について説明する。なお、以下では特許競争力指数をPCPI(Patent Competitive Position Index)と呼び、技術分野別SEIスコアとともに以下の順序で算出する。なお特許競争力指数(PCPI)は、企業競争力指数に含まれる指数の一形態である。
以下に、技術分野別企業別発明数シェアを算出する計算式を示す。
Figure 2005050511
上記の式11で算出した(H01L)の技術分野における技術分野別企業別発明数シェアの計算例を図11に示す。また、(G06F)の技術分野における技術分野別企業別発明数シェアの計算例を図12に示す
次に、技術分野別企業別SEI指数(技術分野別企業別発明数シェア強調率)を算出する計算式を示す。なお、この値を特許競争力指数A(PCPIA)と定義する。
Figure 2005050511
上記の式12で算出した(H01L)の技術分野における技術分野別企業別SEI指数の計算例を図11に示す。また、(G06F)の技術分野における技術分野別企業別SEI指数の計算例を図12に示す
特許競争力指数A(PCPIA)は、技術分野別企業別発明数シェアについてka乗しているので、各社における技術分野別企業別発明数シェアの格差を大きく示すことが可能となる。したがって、格差を大きく表現した方がわかり易い事象に適用すると良い。
次に、技術分野別SEIスコアを算出する計算式を示す。なお、この値を特許競争力指数B(PCPIB)と定義する。
Figure 2005050511
特許競争力指数B(PCPIB)は、任意の技術分野(製品市場など)における特定企業による寡占、分散の度合いを測定するための数値であり、所定の技術分野毎に参入している企業の技術分野別企業別発明数シェアをka乗した値の総和によって求める。
技術分野別SEI(企業)により求めた各IPCサブクラスの競争状態(寡占または競争状態を表す技術分野SEIスコア)と、各社の技術分野別企業別シェアを用いて、特許出願からみた技術開発競争力の度合いを測ったものである。各企業は他社の出願動向を睨みながら自社が開発、出願する技術を見極めている。こうした競争にある市場では、発明に関するシェアの大きな企業が、他社の参入を阻むことができる。しかし、ある企業があるIPCサブクラスにおいてシェア第1位を占めていたとしても、激しい技術開発競争状態にあれば、その企業の位置は確固としたものではない。そこで、IPCサブクラスの技術開発競争状態を把握するために、参入各社の技術分野別SEIスコアを算出し、市場性を見ることとした。技術分野別SEIスコアは各企業のシェアのkb乗を総和して求めるが、その数値が1.00に近づくほど、そのIPCサブクラスは寡占状態にあるといえる。
一般に請求項は発明毎に記載されているので、出願請求項数が多いということは発明の数が多いということを示すが、出願コストの低減を図る目的や特許庁の指導もあって、関連する発明を1つ纏めにして出願する企業が増加してきていることからも、出願件数をベースにして発明の量的計測を行うことは誤解を生む可能性が高くなってきている。また、小幅な改良技術の発明を別々に出願件数を上げるというような恣意的な要素を排除するためにも出願請求項数をベースに計測するのが望ましい。
なお、業種によっても特許出願の規模は異なるため、特許競争力指数の算出における各企業の位置付けを測るに当たっては、直近3年分のデータを合計し、年毎の出願請求項数のばらつきを標準化する事が望ましい。また、業種による出願請求項数の規模の違いに対処するため、規模での比較ではなく、技術分野別企業別発明数のシェアでの比較を行うことがより望ましい事がわかった。
具体的には、IPCサブクラス分類別に企業の技術分野別企業別請求項数シェア(技術分野別企業別発明数シェア)を算出しその値を、企業の位置付けとする。IPCサブクラスの技術分類に従って各企業の技術分野別企業別請求項数シェア(技術分野別企業別発明数シェア)をみれば、同じ技術分類においての比較が可能となり業種による企業別技術分野別出願請求項数の規模の違いに左右されなくなる。
本発明では、公開特許公報に付与されているIPCサブクラスの主分類を用いたが、副分類との併用で、主分類0.5件、副分類0.5件として集計してもよいし、主分類と副分類とで異なる重み付けして、例えば主分類0.7件、副分類0.3件などと計数してもよい。
次に、強調PCPI(技術分野別企業別SEIスコア又はPCPIC)を算出する計算式を示す。
Figure 2005050511
上記の式14で算出した(H01L)の技術分野における技術分野別企業別SEIスコアの計算例を図11に示す。また、(G06F)の技術分野における技術分野別企業別SEIスコアの計算例を図12に示す。
強調PCPI(技術分野別企業別SEIスコア)の指標は、IPCサブクラスにおける発明数のシェアが大きい場合に、当該企業によって寡占状態が形成されており、この値が大きいほど当該企業が出願している各IPCサブクラスにおける発明から見た技術開発力の総合力が大きいことが判断できる。
なお、強調PCPIの算出における各企業の位置付けを測るに当たっては、直近3年分のデータを合計し、年毎の請求項数のばらつきを標準化する事が望ましい。また,業種による出願請求項数の規模の違いに対処するため、出願の規模での比較ではなく、シェアでの比較を行うことがより望ましい事がわかった。具体的には、IPCサブクラス分類別に企業の請求項数シェアを算出しその値を、企業の位置付けとする。IPCサブクラスの技術分類に従って各企業の請求項数シェアをみれば、同じ技術分類においての比較が可能となる。
次に、特許競争力指数(PCPI)を算出する際に用いる特許競争力指数D(PCPID)について定義する。
Figure 2005050511
上記の式15で算出した特許競争力指数D(PCPID)の計算例を図13に示す。
各企業における技術開発の活発さは、特許出願請求項数などの発明数の増加のトレンドに見られるとおりである。出願請求項数の規模からだけでは単純比較で優劣を決められない。たとえばある企業の出願請求項数が、全産業の出願請求項数全体の伸び率を上回る成長を遂げている場合には、その企業は市場全体を上回る技術開発力の成長を遂げている可能性が高いと考えることができる。
以下の実施例では、直近3年次における特許の発明数の平均伸び率(特許出願請求項の平均伸び率)を用いているが、当年次における平均伸び率を用いてもよいし、数年にわたる平均伸び率を用いるようにしてもよい。また、以下の実施例では、各企業の成長力を見るために(1+超過成長率)を加重して用いている。1を加算したのは、企業の伸び率=全企業の伸び率であった場合、0を加重することを避けるためである。

次に、特許競争力指数(PCPI)を算出する際に用いる超過成長率について定義する。
Figure 2005050511
図14に、上記式16にて算出する超過成長率の算出例を示す。
次に、超過成長率を加味した特許競争力指数(PCPI)を算出する計算式を示す。
Figure 2005050511
特許競争力指数(PCPI)は、企業競争力指数に含まれる指数の一形態である。特許競争力指数(PCPI)は、技術分野別企業別SEI指数により求めた各IPCサブクラスの競争状態(寡占または競争)と、各社の技術分野別企業別シェアと、超過成長率(各社の出願請求項数の伸び率)とを用いて、特許出願等の発明からみた技術開発競争力の度合いを測ったものである。
更に特許競争力指数を算出する際に、超過成長率を加重するとより企業の成長、減退の度合いを加味して競争力を判断することが可能となる。このように超過成長率を加重することによって、特許出願請求項数の仲び率が高いほど特許競争力指数の値を大きく算出することが可能となる。したがって、特許競争力指数の値が大きく算出されるほど、当該企業が出願している発明から見た技術開発力の総合力が大きいということができる。
図11及び図12に、所定の技術分野における各社について技術分野別企業別発明数シェア、技術分野別企業別SEI指数(特許競争力指数A)、特許競争力指数B(PCPIB)、技術分野別企業別SEIスコア(強調PCPI又は技術分野別強調寡占スコア)を試算した例を示す。
図11に示す計算例では、技術分野「H01L」において企業Bが、他の企業と比較して出願請求項数が70項と比較的多い場合の計算例である。したがって、企業Bの技術分野別企業別発明数シェアが0.140と他の企業と比較して大きく算出され、技術分野別企業別発明数シェア(特許競争力指数A(PCPIA)は0.0196と他の企業と比較して更に大きく算出される。
一方の図12に示す計算例は、技術分野「G06F」では、企業Bの企業別技術分野別発明数は70と図11に示した企業Bの発明数と同一であるが、企業Aと企業Eの企業別技術分野別発明数がそれぞれ26項、33項と比較的多いので、さほど各社の出願請求項数に差が無い場合の計算例である。図12の計算例では、図11の計算例と比較して、各社の技術分野別企業別発明数シェア、技術分野別企業別SEI指数(特許競争力指数A)、強調PCPIの各値の差は少なく算出される。
図13は、各技術分野別に算出した企業毎の技術分野別企業別SEIスコア(強調PCPI又は技術分野別強調寡占スコア)の値を表にまとめたものである。
A社の超過成長率による重み付けをしないときの特許競争力指数D(PCPID)の値は、式15により160.85と算出され、B社の特許競争力指数D(PCPID)の値は、16.22と算出される。
図14は、各特定企業において出願した請求項数の伸び率(直近3年次における発明数の平均伸び率の一形態)と、全企業の請求項数伸び率の平均値(全企業の直近3年次における発明数の平均伸び率)と、式16を用いて算出した超過成長率とを示す図表である。
同図に示すように、企業Aの直近3年次における特許請求項の平均伸び率は5.0%であり、全企業の直近3年次における特許請求項の平均伸び率は2.3%であったので、A企業の超過成長率=5.0%−2.3%=2.7%=0.027と算出される。一方、企業Bの直近3年次における特許請求項の平均伸び率は−1.0%であったので、B企業の超過成長率=−1.0%−2.3%=−3.3%=0.033と算出される。
図15は、特許競争力指数D(PCPID)と、超過成長率に基づいて算出した特許競争力指数(PCPI)を示す図表である。
企業Aの特許競争力指数D(PCPID)は160.85であり、超過成長率は2.7%であったので、式17Aにより、特許競争力指数(PCPI)=(160.85)×(1+0.027)=165.19と算出される。
同様に企業Bの特許競争力指数D(PCPID)は16.22であり、超過成長率は−3.3%であったので、式17Aにより、特許競争力指数(PCPI)=(16.22)×(1−0.033)=15.68と算出される。
図16に、横軸に特許競争力指数(PCPI)の値を対数で表し、縦軸を企業数で表した場合の計算結果の分布を示す。
一般に特許競争力指数(PCPI)の分布は正規分布に近い分布状況になる。そこで本発明では、以上のようにして求めた特許競争力指数(PCPI)の値に応じて、各企業が全企業中の分布のうちのどこに位置するかをランク付けすることにした。
なお、図16では横軸に特許競争力指数(PCPI)を対数で表した例を示したが、本発明は対数表示に限定するものではなく、通常の分布で表現してもよい。また、特許競争力指数(PCPI)と同様に、特許競争力スコア、規格化特許競争力スコア、企業競争力指数、規格化企業競争力指数、規格化特許競争力指数(avgPCPI)についても横軸を対数で表し、縦軸を企業数で表すようにしてもよい。
図17に、特許競争力指数(PCPI)に応じたランク分けの区分例を示す。同図に示す例では、特許競争力指数(PCPI)の平均値Xと標準偏差σとに応じて、特定企業の発明に関する競争力について正規分布の性質に従って5つのランクに区分している。
なお、図17では特許競争力指数(PCPI)についてランク分けをした例を示したが、特許競争力指数(PCPI)と同様に、特許競争力スコア、規格化特許競争力スコア、企業競争力指数、規格化企業競争力指数、規格化特許競争力指数(avgPCPI)についてランク分けを行なうようしてもよい。
図18は、特定企業の発明に関する競争力の区分を星の数で表現するスターランクと、発明に関する競争力を企業のタイプとして表現するタイプ区分名との関連を示す図表である。
特定企業の特許競争力指数(PCPI)の位置づけを星の数や企業のタイプとして表現することによって、発明に関する競争力を見易く表現することが可能となり、特許出願件数や特許出願の請求項数、IPCサブクラスの分類等についてよく知らない利用者に対しても、複数の企業間の発明に関する競争力をわかり易く通知することが可能となる。
上記の説明では、特許競争力指数(PCPI)が平均値Xを上回った企業を際立たせるため、平均値以上を3つのランクに区分したが、更に細かく区分しても良い。また、平均値Xを下回った企業を際立たせるため平均値以下の企業について細かく区分してもよい。
また、区分の範囲も、標準偏差を使った(X+σ)などに限定されるものではなく、区分する者の経験の積み重ねを生かして、分布を見て区分するようにしてもよい。
なお、図18では特許競争力指数(PCPI)についてスターランク区分とタイプ区分を行なった例を示したが、特許競争力指数(PCPI)と同様に、特許競争力スコア、規格化特許競争力スコア、企業競争力指数、規格化企業競争力指数、規格化特許競争力指数(avgPCPI)についてスターランク区分とタイプ区分を行なうようしてもよい。
企業Aの特許競争力指数(PCPI)が、全企業の中で、上位2.28%から16%に入っていた場合には「★★★☆、スタープレーヤー」と判別し、企業Aの特許競争力が優れていることを利用者に通知する。
同様に企業Bの特許競争力指数(PCPI)が上位16%から50%に入っていた場合には、「★★☆☆、プレーヤー」と判断し、特許競争力はやや劣っていると判断される。なお、企業A及び企業Bの特許競争力指数D(PCPID)のみとし、超過成長率を加重しないでタイプ区分を計算してみたところ、本例の場合には分類されるタイプ区分に変動はなかった。これは、伸び率が全企業平均伸び率とあまり大きくかけ離れていなかったからである。発明数が、大きく成長或いは減退した企業の場合には、超過成長率を加重することが大きく計算結果に反映される。
次に、特許競争力指数(PCPI)を各社が出願しているサブクラス分類数(技術分野数)で除すことによって、IPCサブクラス当たり(技術分野当たり)の競争力の度合いを示す指標となる規格化特許競争力指数(avgPCPI)について説明する。なお、規格化特許競争力指数(avgPCPI)は規格化企業競争力指数に含まれる指標の一形態である。以下では規格化特許競争力指数をavgPCPI(average Patent Competitive Position Index)と呼ぶことにする。
特許競争力指数(PCPI)だけで企業の特許競争力を比較判断しようとした場合には、技術開発分野の広い大手企業と、ある技術分野に特化した競争力を有する企業との間で平等に評価できない場合がある。
特許競争力指数(PCPI)は、各企業が出願している技術分野(例えばIPCサブクラス)における競争力の総和であるため、社歴のある技術開発分野の広い大手企業などのように、技術分野が広いほど(IPCサブクラス分類数が多いほど)特許競争力指数(PCPI)の数値が増大するので、企業年齢の高い大手企業に有利に働く傾向がある。
一方、ある技術分野に特化した技術的競争力を有する企業には不利に働く場合がある。このような不平等を是正するために、算出した特許競争力指数(PCPI)について各企業が出願している技術分野数(例えばIPCサブクラス分類数)で除すことによって規格化し、技術分野毎(IPCサブクラス当たり)の競争力を判断できるようにしたのが規格化特許競争力指数(avgPCPI)である。
規格化特許競争力指数(avgPCPI)を算出する場合においても、公開特許公報に付与されているIPCサブクラスの主分類のみを用いるだけでなく、主分類と副分類とを併用して、主分類0.5件、副分類0.5件のように平等に計数してもよいし、主分類0.7件、副分類0.3件のように重み付けを行なって、IPCサブクラスの件数を計算してもよい。
以下に規格化特許競争力指数(avgPCPI)を算出する計算式を示す。
Figure 2005050511
例:
技術分野数=3年平均IPCサブクラス数
上記の例では、直近3年の平均IPCサブクラス数を企業の出願傾向の平均と捉えた場合を想定しているが、その年度のみでも良いし数年の平均のIPCサブクラス数を用いて規格化特許競争力指数(avgPCPI)を算出するようにしてもよい。
例えば図15に示した企業Aの場合であって、IPCサブクラス5部門が直近3年の平均数であったとすると、規格化特許競争力指数(avgPCPI)は以下のように算出される。
Figure 2005050511
同様に図15に示した企業Bの場合であって、IPCサブクラス14部門が直近3年の平均数であったとすると、規格化特許競争力指数(avgPCPI)は以下のように算出される。
Figure 2005050511
このようにして各企業の規格化特許競争力指数(avgPCPI)を算出し、特許競争力指数(PCPI)と同様のルールに従って、5種類のスターランクに区分して表示して比較すると、その表示結果に応じて以下の予想を立てることが可能となる。
特許競争力指数(PCPI)による区分では「プレイヤー」のランクであった企業が、規格化特許競争力指数(avgPCPI)による区分では「スタープレイヤー」に格上げになった場合には、その企業は比較的強みのある技術を所有していると考えることができる。
逆に、特許競争力指数(PCPI)による区分では「スタープレイヤー」であった企業が、規格化特許競争力指数(avgPCPI)による区分では「スター」と格下げになった場合には、その企業には強みのある技術があまり存在していないと考えることができる。
一般に、特許競争力指数(PCPI)について各区分にランク分けする場合と同様に規格化特許競争力指数(avgPCPI)について各区分にランク分けする場合にも、規格化特許競争力指数(avgPCPI)を対数で表した分布が正規分布に近い分布になるので対数軸を採用したが、本発明は対数に限定されるものではなく、規格化特許競争力指数(avgPCPI)の軸を通常のリニアな軸として分布を算出してもよい。
図19及び図20に、企業Aと企業Bの特許多角化指数(PDI)と特許競争力指数(PCPI)、規格化特許競争力指数(avgPCPI)とを併せて表示する表示例を示す。
同図に示す例では、表の横軸に特許多角化指数(PDI)の型の区分を配置し、縦軸に特許競争力指数(PCPI)または規格化特許競争力指数(avgPCPI)の区分を配置している。
図19に示す企業Aの例では、横軸の特許多角化指数(PDI)の区分が「集中型」に分類され、縦軸の特許競争力指数(PCPI)の区分は「スタープレーヤー」(同図の●印の位置)に分類されていることが一目で判断できる。また、規格化特許競争力指数(avgPCPI)は「スーパースター」(同図の★印の位置)に格上げになっていることが1目で理解できる。
図20に示す企業Bの例では、横軸の特許多角化指数(PDI)の区分が「総合型」に分類され、縦軸の特許競争力指数(PCPI)の区分は「プレーヤー」(同図の●印の位置)に分類されている。また、規格化特許競争力指数(avgPCPI)は「バイプレーヤー」(同図の★印の位置)に格下げになっていることがわかる。
図19及び図20に示すように、特許多角化指数(PDI)と併せて、一方の軸を特許競争力指数(PCPI)として表し、もう一方の軸を規格化特許競争力指数(avgPCPI)として表形式で該当するランク及び区分を表示することによって、単に数字や文字で企業の位置付けを判断するよりも、企業の多角化の型と特許競争力のランクまたは規格化特許競争力のランクの位置付けが1目で理解でき、企業の価値判断の材料として役立つことになる。
例えば、全企業の規格化特許競争力指数(avgPCPI)を計算して区分したところ、
企業Aの特許競争力指数(PCPI)は上位2.28%から16%に属したのでランクの区分は「スタープレーヤー」であったとする。そして、規格化特許競争力指数(avgPCPI)を算出したところ上位2.28%に属したので「スーパースター」に格上げとなったとする。この場合に企業Aは、特許競争力が比較的強く、特徴ある優れた技術を有していることを示していると考えられる。
また逆に、例えば企業Bの特許競争力指数(PCPI)の値は上位16%から50%に属したのでランクの区分は「プレーヤー」であったとする。そして、規格化特許競争力指数(avgPCPI)の値を算出したところ、上位50%から84%に属したので「バイプレーヤ」に格下げとなったとする。この場合に企業Bには、強力な中心技術があまり無いことを示していると考えられる。
また図19及び図20に示すように、一方の軸を特許競争力指数(PCPI)とし、もう一方の軸を規格化特許競争力指数(avgPCPI)として当該企業が該当する区分を相互に関連付けて組み合わせて表示することによって、発明に基づいた企業の姿や位置づけを、より鮮明に打ち出すことが可能となる。
また、特許競争力指数(PCPI)の数値に基づく区分では「スタープレーヤ」にあった企業が、規格化特許競争力指数(avgPCPI)の数値に基づく区分では「プレーヤ」に格下げになった場合には、当該企業の出願領域の広さが技術の競争力を高めているが、個々の出願分野における競争力は高くないと判断することもできる。逆に、規格化特許競争力指数(avgPCPI)の数値に基づく区分が「プレーヤ」から「スタープレーヤ」に格上げされた場合には、当該企業の出願領域はそれほど広くないため相対的な技術の競争力はそれほど高くないが、個々の技術分野における競争力は高いと判断することもできる。したがって、特許競争力指数(PCPI)に基づく型の区分と、規格化特許競争力指数(avgPCPI)に基づく区分とを相互に関連付けて組み合わせて表示することによって、総合的な特許競争力と集中している技術開発力を持つ企業の姿が更に明らかになるとともに、各社の技術開発に関するステータスをより立体的に表現することが可能となる。
図21は、所定の技術分野における各企業の特許競争力指数(PCPI)とその順位、規格化特許競争力指数(avgPCPI)とその順位と、多角化指数(PDI)に基づく型の区分とを、特許競争力指数(PCPI)数値が高い順に表した図表である。
図22は、図21と同様の内容を規格化特許競争力指数(avgPCPI)の数値が高い順に表した図表である。
図21及び図22を組み合わせて特許競争力指数(PCPI)と規格化特許競争力指数(avgPCPI)とを組み合わせを見ることによって、企業が、特許競争力が強か否か、特徴ある優れた技術を有しているか否か、強力な中心技術が存在するか否かについて、多角化の規模とともに関連づけて判断することが可能となる。
図21では特許競争力指数(PCPI)の数値の順番で企業を並べてあり、図22では規格化特許競争力指数(avgPCPI)順番に企業を並べてある。これらの図を見ると、例えばIS社やKW社のように特許競争力指数(PCPI)の数値では上位に位置していた企業が、規格化特許競争力指数(avgPCPI)の数値の順位では下位になっている企業が存在する。また、RE社やSA社のように、特許競争力指数(PCPI)の数値の順位では下位に位置していた企業が、規格化特許競争力指数(avgPCPI)の数値の順位では上位に顔を出している企業も存在する。
このように特許競争力指数(PCPI)と規格化特許競争力指数(avgPCPI)の順位とを併せて表示することによって、比較的多方面で総合的に技術力を有している企業であるか、特殊な分野で特徴のある技術を有している企業であるかを対比しながら、各社の技術開発に関する様々な位置づけを考察し判断することが可能となる。
例えば同図に示すように、特許競争力指数(PCPI)の値で3位、4位にあったIS社やKW社は、規格化特許競争力指数(avgPCPI)の値では45位、42位とランクが下である。この両社は、比較的多方面で総合的に技術力を有しているが、特殊な分野で特徴のある技術を有していないと判断することができる。
一方MI社は、特許競争力指数(PCPI)が他企業とかけ離れた高い数値を示している。これは、最も特許等の発明が多角化していることを示していると考えられる。この多角化の度合いが特許競争力指数(PCPI)の値を大きく算出する方向に有利に働いている。そして特許競争力指数(PCPI)の値の大きいことは、MI社が強い技術競争力を備えていることを確実に反映していると考えることができる。なぜならば、たとえ特許等の発明が多角化していようとも、各IPCサブクラス等の技術分野においてシェアを確保していなければ、他社の研究開発や特許出願を牽制することができず、特許競争力指数(PCPI)算出の上でも過小な値しか加算されないからである。
また、MI社が数多くのIPCサブクラスの技術分野で特許出願をすることができるということは、それだけの技術知識の積み重ねがあると考えることもできる。更にMI社は規格化特許競争力指数(avgPCPI)の数値においても9位に位置し、特徴のある技術も持ち合わせていると考えることができる。
したがってMI社は、たいへん伝統ある企業であり、長い年月の積み重ねが技術の累積を生み、圧倒的な技術特許競争力を備えていると考えられる。
また、TS社は、特許多角化指数(PDI)に基づく区分では「集中型」に分類され、特許競争力指数(PCPI)の順位では第2位にランクされ、規格化特許競争力指数(avgPCPI)の順位では第1位にランクされている。このことは、TS社は、技術競争力も強いし、特徴ある技術も有していることが窺える。
このように、多角化指数(PDI)や特許競争力指数(PCPI)、規格化特許競争力指数(avgPCPI)を算出して一覧表示することによって、企業の技術力や競争力を素早くより適格に判断することが可能となる。また、経営規模の異なる他社との比較も容易となる。
図23に、企業価値判断を行なう際の多角化指数(PDI)、特許競争力指数(PCPI)、規格化特許競争力指数(avgPCPI)等の技術開発力に関する指標を演算し、出力する際のフローチャートを示す。
S501「企業価値評価、企業選択」にて情報処理手段380は、利用者からキーボード等の入力手段370とバス399を介して企業を選択する画面の表示指令を入力し、その指令に基づいて記録手段384から企業を選択する際の表示データを読み出して表示用の画像信号に変換して表示インターフェース373に出力する。情報処理手段380から表示用データを取得した表示インターフェース373は、表示手段372に対応した表示データに変換して出力し、表示手段372は表示インターフェース373から入力した表示データに基づいた画面を表示して利用者に通知する。
利用者は、表示手段372に表示された企業選択画面を見ながら、調査対象となる1乃至複数の企業を特定する情報を入力手段370を介して入力する。ここで入力する情報は、企業名であってもよいし、企業コードであってもよいし、企業の選択画面から企業を選択するようにしてもよい。利用者が入力手段370を介して入力した企業を特定する情報は、バス399を介して情報処理手段380が読み取る。
情報処理手段380が適切な企業の特定情報を入力した場合には、情報処理手段380は記録手段384から企業価値を評価する指標の種類を選択する表示メニューの表示データを読み出して表示用の画像信号に変換し、表示インターフェース373に出力して、例えば図24に示すような企業価値評価メニューを表示手段372に表示させる。
次のS502「企業価値評価、メニュー選択」にて利用者は、表示手段372に表示されている企業価値評価メニューを見ながら、企業価値を評価する所望の指標をと選択してその旨を入力する。
図24に示す企業価値評価メニューから企業価値を判断する際の指標を選択する場合には、利用者は「事業、収益、市場評価」や「R&D、特許関連」、「特許ポートフォリオ関連」等の選択メニューの中から所望の指標を選択する。同図に示す例では、利用者は「特許ポートフォリオ関連」の分野に属する「(PAP)特許出願ポートフォリオ分析」の項目を選択し、その算出する指標の種類として特定の企業の技術開発分野の集中、多角化の度合いを示す指数の一つである「(PDI)特許多角化指数」をプルダウンメニューの中から選択した例を示している。なお、同図に示す例では、選択した項目部分のマークを□から■に変更している。
また、利用者が「特許ポートフォリオ関連」の分野に属する「(PCPI)特許競争力指数」の算出を希望する場合には、図25に示すように「(PCPI)特許競争力指数」をプルダウンメニューの中から選択する。
利用者が特許ポートフォリオ関連の指標を選択する情報を入力すると、その入力情報は情報処理手段380に伝達され、算出する指標の演算式を決定するフラグをセットするとともに、利用者が選択した指標の部分に選択のマークを表示し、設定した情報を利用者に通知する。
利用者が、特許出願の請求項数に基づいて指標の算出を希望する場合には、利用者は「R&D特許関連」の選択メニューの中から、「(PA)特許出願関連指標」を選択する。すると情報処理手段380は、図26に示すような「(PA)特許出願関連指標」に関連する項目が記載されたプルダウンメニューを表示手段372に表示する指示を出力する。利用者は、表示手段372に表示されたプルダウンメニューの中から、所望の発明数のパラメータを選択する。同図に示す例では、計算対象に必要な項目である「出願請求項数」を選択した例を示している。
利用者が「R&D特許関連」の関連のパラメータを選択する情報を入力すると、その入力情報は情報処理手段380に伝達され、算出する指標のパラメータを決定するフラグをセットするとともに、利用者が選択したパラメータの部分に選択のマークを表示し、設定した情報を利用者に通知する。
利用者が、発明の指標と、特定企業の事業、収益市場価値関連とを相互に関連付けての調査を希望する場合には、利用者は「事業、収益、市場価値関連」の選択メニューの中から、「(C)収益関連指標」を選択する。すると情報処理手段380は、図27に示すような「(C)収益関連指標」に関連する項目が記載されたプルダウンメニューを表示手段372に表示する指示を出力する。利用者は、表示手段372に表示されたプルダウンメニューの中から、所望の収益関連指標を選択する。図28に示す例では、「GBP」(製造販売利益)を選択した例を示している。
利用者が「(C)収益関連指標」関連の項目を選択する情報を入力すると、その入力情報は情報処理手段380に伝達され、算出する指標の演算式を決定するフラグをセットするとともに、利用者が選択した指標の部分に選択のマークを表示し、設定した情報を利用者に通知する。
利用者が「設定」ボタンを選択して、企業価値を評価する指標の種類の選択処理が終了すると、情報処理手段380は、記録手段384から企業価値を評価する際の入力条件を設定する表示画面の表示データを読み出して表示用の画像信号に変換し、表示インターフェース373に出力して、例えば図29に示すような企業価値評価入力条件設定画面を表示手段372に表示させる。
利用者は、表示手段372に表示されている企業価値評価入力条件設定画面を見ながら、企業価値を評価する所望の条件を選択してその旨を入力する。
利用者は、図29に示す企業価値評価入力条件設定画面の表示に基づいて、企業価値を判断する指標を算出する際の「対象文書」及び「データの読み出し」の条件を選択する。同図に示す例では、利用者は「対象文書」の条件として、「公開特許」と、「登録特許」を選択した例を示している。また、同図に示す例では利用者は、「データの読み出し」の条件として、「自社DB1」を選択した場合を示している。
利用者が「対象文書」及び「データの読み出し」の各条件について入力すると、その入力情報は情報処理手段380に伝達され、「対象文書」及び「データの読み出し」の条件について利用者が入力した項目のフラグをセットするとともに、利用者が選択した指標の部分に選択のマークを表示し、設定した情報を利用者に通知する。
利用者が「設定」ボタンを選択して、「対象文書」及び「データの読み出し」の条件についての入力が完了すると、次に情報処理手段380は、図30に示すような企業価値評価入力条件設定画面の表示データを記録手段384から読み出して、表示インターフェース373を介して表示手段372に表示する指示を出力する。利用者は、表示手段372に表示された企業価値評価入力条件設定画面を見ながら、所望の評価対象の企業を選択する。同図に示す例では、利用者は企業評価の対象のうち大きな分類となる「業界」の中から「電気機器業界」を選択した例を示している。
また利用者は、企業価値評価の対象のうち個別企業等の詳細な分類となる「企業」を選択して、「会社名」、会社コード」、「出願人コード」等の入力条件を指定することが可能となっている。利用者がこの画面を見ながら右側の「対象」を選択し、更に企業を選択した場合には、会社名または会社コードや出願人コードを入力する。
利用者が「設定」ボタンを選択して企業価値評価の入力条件設定を終了すると、その入力情報は情報処理手段380に伝達され、利用者が入力した「対象」とする企業のフラグをセットするとともに、利用者が選択した指標の部分に選択のマークを表示し、設定した会社名、会社コード、出願人コード等の情報を表示手段372に表示し、設定した情報を利用者に通知する。
利用者が「設定」ボタンを選択して、企業価値評価の入力条件の設定が終了すると、次に情報処理手段380は、図31に示すような企業価値評価出力条件設定画面の表示データを記録手段384から読み出して、表示インターフェース373を介して表示手段372に表示する指示を出力する。利用者は、表示手段372に表示された企業価値評価出力条件設定画面を見ながら、所望の表示形態を選択する。同図に示す例では、利用者は「マップの位置」に関する情報として「マップ1枚」を選択して「出力データ」として特許多角化指数「PDI」を選択し、出力表示する情報の量として「上位20個」を選択した例を示している。
利用者が「設定」ボタンを選択して、企業価値評価出力条件の設定が終了すると、情報処理手段380が実施する処理はS503「組合せ選択」の処理に進む。利用者が「事業、収益、市場価値関連」の経営財務に関する演算の実施を指定した場合には、情報処理手段380が実施する処理はS604「経営財務情報を取得」の処理に進み、利用者が「R&D特許関連」や「特許ポートフォリオ関連」の演算の実施を指定した場合には、情報処理手段380が実施する処理はS504「特許情報を取得」の処理に進む。
なお、利用者が特許多角化指数(PDI)の単独演算を指定した場合には、組合せ処理は選択せずに、S504以降の処理のみを実施する。
例えば利用者が特許多角化指数(PDI)の演算を指示した場合には、S504にて情報処理手段380は、特許ポートフォリオ関連の演算処理と指定された企業に関する情報に基づいて、データベース20から各社の特許公報とそれに関連する情報を取得して、演算に必要なIPCサブクラス、特許出願件数、特許出願の請求項数その他の情報を抽出する処理を行なう。特許情報の取得処理が終了すると、情報処理手段380が実施する処理は次のS505「特許情報の演算」の処理に進む。
S505にて情報処理手段380は、S504にて取得した特許情報と、利用者から入力したポートフォリオ関連の演算式と、企業名等に基づいてフラグを設定した計算式を用いて、利用者所望の指標を算出する処理を行なう。
なお、図32及び図33に、本発明に係る企業評価装置が算出する「事業、収益、市場評価関連」の各指標とその計算式を例示する。
同図に示すように、指標グループとして「(A)投資」と、「(B)経営財務分析」と、「(C)収益関連」と、「(D)超過収益分析」と、「(M)市場評価関連」と、「(PE)特許収益性」とを設けてあり、各グループ内には各指標の名称の例示とその概略の計算式を示してある。
また図34及び図35に、本発明に係る企業評価装置が算出する「R&D特許関連」の指標の例を一覧として示す。
同図に示すように、指標グループとして「(R)研究開発関連」と、「(PA)特許出願関連」と、「(PB)審査請求関連」と、「(PT)特許取得(登録)関連」と、「(PP)特許生産性」と、「(PS)特許ストック関連」とを設けてあり、各グループ内には各指標の名称の例示とその概略の計算式を示してある。
図36に、本発明に係る企業評価装置が算出する「特許ポートフォリオ関連」の指標の例を一覧として示す。
同図に示すように、指標グループとして「(PA、P)特許ポートフォリオ分析」と、「(PAK)特徴キーワード」と、「(PSI)特許類似率分析」とを設けてある。そして各グループ内には、各指標の名称の例示とその概略の計算式を示してある。
S505にて特許に関する指標の演算処理が終了すると、次に情報処理手段380が実施する処理はS506「特許情報の演算結果の整理」の処理に進む。
S506にて情報処理手段380は、特許に関する指標の演算結果に基づいて、特定企業を所定の区分に分類し、また、所定のランク分け判別等の演算処理を行なって、各種演算結果の整理を行なう。
S506にて各種演算結果の整理が終了すると、情報処理手段380が実施する処理は次のS507「グラフ生成」の処理に進む。
一方、もし利用者が「事業、収益、市場評価関連」(図27参照)から、「(C)収益関連指標」を選択し、さらにその中の「GBP」(製造販売利益)を選択した場合などのように「特許ポートフォリオ関連」の演算と他の項目との組み合わせを希望した場合には、情報処理手段380が実施する処理はS604「経営財務情報を取得」に進む。
S604にて情報処理手段380は、データベース20から、会社の規模を示す情報、会社の財務情報、会社の組合せ情報等の各種情報を取得し、次のS605「経営財務情報の演算」にて経営財務情報の演算を行なう。
S605にて経営財務情報の演算処理が終了すると、次に情報処理手段380が実施する処理はS606「経営財務情報の演算結果の整理」に進み、経営財務情報の演算処理を行い、次のS507に進む。
S507にて情報処理手段380は、S505にて算出した特許情報の演算結果、S506にて整理した各種演算結果、S605にて演算した経営財務情報の演算結果、又はS606にて整理した各種経営財務情報の演算結果を、指標又はその演算結果等に応じた表示形式に当てはめて表又はグラフを生成して、表示用データに変換する。
次のS508にて情報処理手段380は、S507にて生成した表又はグラフの表示データを表示インターフェース373に出力して、表示手段372に表示させる。
S508にて表示した表又はグラフを利用者が閲覧することによって、利用者は各企業の発明の多角化、発明に関する競争力、又はこれらの独特な発明に関する情報と経営財務情報との関連等の企業価値を、独特の指標により容易かつ的確に判断することが可能となる。
利用者が指定した企業評価の項目によっては、情報処理手段380が更にランク分けするなどして企業価値の判断を行なう場合がある。その場合に情報処理手段380は、S509「企業価値判断」にて所定の閾値等を読み出して企業価値を判断した後に、その数値、グラフなどを出力して各種指標の算出処理を終了する。
図37に、特許情報の一形態である特許競争力指数(PCPI)を横軸に表し、経営財務情報の一形態である製造販売利益を縦軸に表したグラフの判断手法の一例を示す。
特許競争力指数(PCPI)または規格化特許競争力指数(avgPCPI)または特許多角化指数(PDI)と製造販売利益(GBP)との関係を一般論的に言うと、図37に示すようなポートフォリオに区分することができる。
グラフ中央の縦、横の十字線は、縦軸、横軸の平均値を示す線である。同図の右上のグループに属する企業は、製造販売利益が高く、特許競争力指数(PCPI)も大きな値を示していることから、ここに属する企業は収益性が良好かつ特許競争力が強い企業であると判断することができる。
また、同図における左下のグループに属する企業は、製造販売利益が低く、特許競争力指数(PCPI)も小さな値を示していることから、ここに属する企業は収益性が悪く、かつ特許競争力も弱い企業であると判断することができる。
図38は、化学部門に属する企業の特許競争力指数(PCPI)と製造販売利益(GBP)との関係を表した図である。
図38では、化学業界における各企業の位置について、最小二乗法等の手法を用いて平均値の直線を引いてある。この平均値の直線より右上にある企業は、比較的多方面の技術分野で特許競争力が強く、企業収益性も兼ね備えていると判断することができる。
また、グラフの右上に位置する企業であっても、平均値の直線より下側に位置する企業は、化学業界全般では特許競争力はあるものの、収益性がやゝ弱いと判断することができる。左下の平均線より下の企業は、化学業界全般においては、特許競争力も弱く収益性も悪い企業であると判断することができる。また、グラフの左側寄りに位置する企業であっても、平均値の直線より上に位置する企業の場合には、化学業界全般での特許競争力はそんなに強くないが、収益性が良い企業であると判断することができる。
図39は、化学部門に属する企業の規格化特許競争力指数(avgPCPI)と製造販売利益(GBP)との関係を表した図である。
図39の場合と同様に、化学業界における各企業の位置について、最小二乗法等の手法を用いて平均値の直線を引いてある。この平均値の直線より右上にある企業は、特殊な技術分野で特許競争力が強く、企業収益性も兼ね備えていると判断することができる。
また、グラフの右上に位置する企業であっても、平均値の直線より下側に位置する企業は、化学業界の特殊な技術分野では特許競争力はあるものの、収益性がやゝ弱いと判断することができる。左下の平均線より下の企業は、化学業界の一部においては、特許競争力も弱く収益性も悪い企業であると判断することができる。また、グラフの左側寄りに位置する企業であっても、平均値の直線より上に位置する企業の場合には、化学業界の特殊な分野では特許競争力はそんなに強くないが、収益性が良い企業であると判断することができる。
以上のように、企業の発明に関する競争力と製造販売利益との関係をグラフに表すことによって、各業界ごと発明の競争力と、製造販売利益との関係を比較することが可能となる。また、所定の業界と他の業界との比較を行なうことも可能であり、更に全体企業の中における調査対象の企業の位置付けも容易に判断することが可能となる。
図40は、全企業の特許多角化指数(PDI)と製造販売利益(GBP)の関係を示す図である。
同図に示すように、全企業の特許多角化指数(PDI)と製造販売利益(GBP)との組み合わせを見ることにより、企業の価値評価を総合的に鮮明に表現することが可能となる。
特に同図のグラフの右側に存在し、平均値の線から大きく上位に位置する企業は、特許出願が多方面に多角化しており、しかも夫々の部門でも優位な出願をしていることが窺われる。総合的に判断するとこの企業は、技術開発力と収益性とが優れていると判断することができ、注目すべき企業と判断することができる。
また、各社の各年度における製造販売利益(GBP)の同業種平均額との差額を示す指数として、超過製造販売利益(超過GBP)を採用してもよい。
下式に、超過製造販売利益(超過GBP)を算出する計算式を示す。
Figure 2005050511
超過製造販売利益(超過GBP)は、ある企業が製造販売活動によって得た事業収入のうち業種平均を超過する部分を示す数値である。超過製造販売利益(超過GBP)を用いることによって、同業種における他社との比較を適切に行なうことが可能となり、調査対象の企業が業種の平均と比較して優れているか劣っているかの判断を容易に行なうことが可能となる。
図39又は図40に示した比較以外にも、超過製造販売利益(超過GBP)と特許競争力指数(PCPI)、規格化特許競争力指数(avgPCPI)または特許多角化指数(PDI)とを組み合わせて一つのグラフに表示するようにしてもよい。
図41は、化学業界の特許競争力指数(PCPI)と超過GBPとの関係を示す図である。
同図に示すように、平均値の直線よりも右上に位置する企業は、広範囲な技術分野における特許の競争力が優れており、しかも同業他社と比較しても事業収益力が優れていると判断することができる。
逆に、同図の左下に位置し、平均値の直線よりも下側に位置する企業は、広範囲な技術分野における特許の競争力が弱く、同業種の中で比較した場合には事業収益力が弱い企業であると判断することができる。
また、同図の右側で平均値の直線より下に位置する企業は、広範囲な技術分野で特許の競争力は強いが、事業収益力が弱い企業であると判断することができる。また、平均値の直線より上位に位置する企業は、同業種の中では特許の競争力が強く、事業収益も上げている企業であると判断することができる。
図42は、化学業界の規格化特許競争力指数(avgPCPI)と超過GBPの関係を示す図である。
同図に示す右上に大きく離れてプロットされている企業は、特徴ある技術分野を有しており、しかも、同業種の中では事業収益力も優れている企業であると判断することが可能である。同図に示す右側に位置するとともに平均値の直線よりも下に位置する企業は、比較的特徴ある技術分野を有するが、同業種の中では事業収益力が弱い企業であると判断することができる。また、同図に示す左下に存在し、かつ平均値の直線より下に位置する企業は、特徴ある技術を有しておらず、事業収益力も弱い企業であると判断することが可能である。
図43は、化学業界における各企業の特許多角化指数(PDI)と超過GBPの関係を示す図である。
同図に示すように、化学業界ではかなりの企業が総合型(90以上96未満)に属しており、平均値の直線より上に位置する企業は4社しかなく、しかも1社だけ大きく事業収益力が強いことを示している。このように各業界ごとに見てゆくと、業界の特徴や、調査対象の企業が収益力の強い企業であるか、あるいは収益力の弱い企業であるかが明らかとなり、企業価値の判断を行なう上で役に立つことになる。Hereinafter, embodiments of the present invention will be described with reference to the drawings.
FIG. 1 is an overall configuration diagram of a corporate value evaluation system according to the present invention.
As shown in the figure, the corporate value evaluation system includes management financial information, technical literature (including not only patent information but also numerical information and technical reports on utility models), market value information (market value numerical information), and companies. Enter the database 20 for recording various information such as thresholds for judging the validity of values, judgment results of validity based on the thresholds, various types of information, etc., and management financial information, technical literature, market value information, etc. A company evaluation device 30 for outputting a result of determining the validity of the company value, and a communication network 10 such as the Internet or a dedicated communication line connecting the company evaluation device 30 and the database 20 to each other. Yes.
The database 20 may be provided inside the company evaluation device 30.
FIG. 2 is a block diagram of a signal processing system of the company evaluation apparatus 30 according to the present invention.
As shown in the figure, the information transmission / reception unit of the company evaluation apparatus 30 includes transmission / reception means 365 (acquisition of management financial information) for transmitting / receiving information to / from other communication devices via a communication network 364 such as a public line or a communication network. Means, technical document acquisition means, market value information acquisition means, various threshold value acquisition means, and output means functions).
In addition, the company evaluation apparatus 30 acquires various information input by the user via the input unit 370 and transmits it to the information processing unit described later, or gives a display command to the LED or the like based on an instruction from the information processing unit. An input interface 371 for outputting, a display means 372 for displaying information such as images, characters, graphs or charts, and a display interface for outputting an image signal for display to the display means 372 based on a command from the information processing means 373 (including the function of the output means) and a printer interface 374 for outputting information such as images, characters, graphs, and charts to the printing means such as the printer 32. The input unit 370 includes an input device such as a keyboard, a mouse, and a tablet.
Further, the company evaluation apparatus 30 includes a recording medium mounting unit 378 that detachably mounts the recording medium 377, and a recording medium interface 379 (management financial information acquisition unit) that records and reads various information on the recording medium 377. Technical document acquisition means, market value information acquisition means, various threshold value acquisition means, and output means functions). The recording medium 377 is a detachable recording medium such as a semiconductor such as a memory card, a magnetic recording type represented by an MO, a magnetic disk, or the like, or an optical recording type.
The company evaluation apparatus 30 includes an information processing unit 380 that controls the entire company evaluation apparatus 30, a ROM that stores programs executed by the information processing unit 380 and various constants, and an information processing unit 380. A memory 381 is provided that includes a RAM serving as a recording unit serving as a work area for executing processing.
The information processing means 380 includes management financial information acquisition means, technical document acquisition means, market value information acquisition means, various threshold value acquisition means, output means, total invention number extraction means by technical field, total invention number extraction means by company, Company-specific technical field invention number extraction means, technical field-specific oligopoly score calculation means, enterprise-specific oligopoly score calculation means, technical field-specific oligopoly state judgment means, display data generation means, company-specific diversification classification means, technical field-specific emphasis Oligopoly score calculation means, company competitiveness score calculation means, standardized company competitiveness score calculation means, company competitiveness score classification means, standardized company competitiveness score classification means, invention growth rate acquisition means, excess growth rate calculation means, company It is possible to realize various functions of competitiveness index calculation means, standardized company competitiveness index calculation means, corporate competitiveness index classification means, and standardized company competitiveness index classification means. It should be noted that instead of the information processing means 380 executing all these processes, a plurality of dedicated processing devices are provided, and the processing is shared and executed by each processing device to achieve the object of the present invention. Is possible.
Further, the company evaluation device 30 includes various constants related to the processing of the company evaluation device 30, attribute information when communicating with communication devices on the network, URL (Uniform Resource Locators), gateway information, DNS (Domain Name System), and the like. Recording means 384 such as a hard disk for recording various information such as connection information, management financial information relating to company management, technical literature relating to patents, market value information, a threshold value for judging company value, and a validity judgment result based on the threshold value And a recording means interface 385 for reading out information recorded in the recording means 384 and writing information to the recording means 384 (management financial information acquisition means, technical document acquisition means, market value information acquisition means, various threshold values) Including the functions of acquisition means and output means) and A calendar clock 390 that keeps time is provided.
The information processing means 380 in the company evaluation apparatus 30 and the peripheral circuits including the display interface 373, the memory 381, the recording means interface 385, the calendar clock 390, etc. are connected by a bus 399 and executed by the information processing means 380. Each peripheral circuit can be controlled based on the processing program.
Various databases such as management financial information, technical literature, and market value information are stored in the recording unit 384 or provided on a storage medium 377 such as a CD-ROM, CD-RW, DVD, or MO. In this case, it is conceivable that the data is acquired from another communication device (such as the database 20) via the communication network 364.
The company evaluation apparatus 30 can be realized using various computers such as a personal computer and a workstation. Furthermore, the functions may be distributed and executed by connecting computers via a network.
Management financial information acquisition means such as the transmission / reception means 365, the recording means interface 375, the recording medium interface 379, and the information processing means 380 record management financial information such as information indicating the size of the company to be investigated or financial information of the company. From the management financial information database (database 20, recording means 384, recording medium 377, etc.), it is possible to acquire management financial information for the period to be investigated.
Further, the technical document acquisition means such as the transmission / reception means 365, the recording means interface 375, the recording medium interface 379, the information processing means 380, etc. may be applied patents or utility models, or registered patents owned by the company to be investigated. Alternatively, from the technical literature database (database 20, recording means 384, recording medium 377, etc.) that records technical literature and technical reports on utility models, the technology in the survey target company, the technical field of the survey target, or the entire company's survey target period Documents can be obtained.
Further, the technical document acquisition means can acquire technical documents such as published patent gazettes and patent gazettes from a technical document database.
Further, the market value information acquisition means such as the transmission / reception means 365, the recording means interface 375, the recording medium interface 379, the information processing means 380, etc. are the stock price rank, brand value rank, or included asset rank of the surveyed company. It is possible to acquire market value information in the period to be investigated from a market value information database (database 20, recording means 384, recording medium 377, etc.) that records the market value information.
The total invention number extraction means for each technical field such as the information processing means 380 classifies the acquired technical documents according to the technical field such as IPC subclass, keyword, etc., and the total number of patent applications by technical field or all patent applications by technical field. It is possible to extract the total number of inventions by technical field such as the number of claims.
Further, the invention number extraction means for each technical field such as the information processing means 380 classifies the acquired technical documents according to the companies such as the applicant, and the technical fields such as the IPC subclass and the keyword, It is possible to extract the number of patent applications by field or the number of inventions by technical field by company, such as the number of patent application claims by company and by technical field.
Further, the oligopoly score calculation means for each technical field such as the information processing means 380 calculates the share of the number of inventions for each technical field by dividing the number of inventions for each technical field by the total number of inventions for each technical field. The sum of the number of inventions by company raised to the power of ka (however, ka> 1) is accumulated for each company having at least one invention in a given technical field to calculate the total, and the oligopoly score by technical field is calculated. Is possible.
The output means such as the transmission / reception means 365, the recording means interface 375, the recording medium interface 379, the printer interface 374, the information processing means 380, and the like are an oligopoly score by technical field, an emphasized oligopoly score by technical field, an oligopoly score by company, and an oligopoly state. Alternatively, the index indicating the competitive status, the corporate competitiveness score, the standardized corporate competitiveness score, the corporate competitiveness index, the standardized corporate competitiveness index, and other display data are output to the display means, output to the printing means, and output to the recording medium. It can be output or output to other communication devices via a communication line.
The technical field-specific oligopoly state judgment unit such as the information processing unit 380 compares a predetermined threshold value with the calculated technical field-specific oligopoly score, and the number of inventions in the predetermined technical field becomes the oligopoly state of a specific company. It is possible to determine whether there is a competition by many companies.
Further, the display data generation means such as the information processing means 380 displays the numerical value of the oligopolistic score for each technical field or the bar graph and the determination result of whether it is in an oligopoly state or in a competitive state within the same frame or adjacent to each other. Display data for display at a position can be generated.
In addition, the total invention number extraction means for each company such as the information processing means 380 classifies the acquired technical documents for each company such as the applicant, and the total number of patent applications for each company or the total number of patent application claims for each company. It is possible to extract the total number of inventions by company.
Further, the company-specific oligopoly score calculation means such as the information processing means 380 calculates the share of the number of inventions by company technical field by dividing the number of inventions by company technical field by the total number of inventions by company. It is possible to calculate the total by calculating the sum of the number of invention shares raised to the power of kb (however, kb> 0) for each technical field having at least one invention in a specific company, and calculate the oligopoly score by company It has become.
Further, the company-specific diversification classifying means such as the information processing means 380 compares a predetermined threshold with the calculated company-specific oligopoly score, and whether the number of inventions in a specific company is concentrated in a specific technical field, Or it is possible to classify | categorize using the figure or wording which shows whether it is diversified in many technical fields.
The diversification index calculation means such as the information processing means 380 calculates a diversification index obtained by subtracting the company-specific oligopoly score from 1 or a diversification index obtained by multiplying the value obtained by subtracting the company-specific oligopoly score from 1 by 100. It is possible to do.
The technical field-specific emphasized oligopoly score calculation means such as the information processing means 380 can calculate the technical field-enhanced oligopoly score by multiplying the technical field-specific invention number share by the technical field-specific oligopoly score. It has become.
Further, the company competitiveness score calculation means such as the information processing means 380 calculates the sum by calculating the technical field-enhanced oligopoly score for each technical field having at least one invention in a specific company, and the company-specific competitiveness score. Can be calculated.
Further, the company competitiveness score classifying means such as the information processing means 380 compares a predetermined threshold value with the calculated company competitiveness score, and classifies the figure using a graphic or wording representing the competitiveness related to the invention of a specific company. It is possible to do.
In addition, display data generation means such as the information processing means 380 can generate display data for classification according to figures or words.
The standardized company competitiveness score calculation means such as the information processing means 380 can calculate the standardized company competitiveness score by dividing the competitiveness score for each company by the number of technical fields.
Further, the standardized company competitiveness score classification means such as the information processing means 380 compares a predetermined threshold value with the calculated standardized company competitiveness score, and represents a graphic or wording representing the competitiveness related to the invention of a specific company. It is possible to classify using.
Further, the invention growth rate acquisition means such as the information processing means 380 can acquire the growth rate of the number of inventions in a specific company and the growth rate of the number of inventions in all companies based on the date information of the acquired technical literature. It is possible.
Further, the excess growth rate calculating means such as the information processing means 380 can calculate the excess growth rate of the specific company by subtracting the growth rate of the number of inventions in all companies from the growth rate of the number of inventions in the specific company. ing.
Further, the corporate competitiveness index calculation means such as the information processing means 380 can calculate the corporate competitiveness index by multiplying the value obtained by adding 1 to the excess growth rate and the corporate competitiveness score.
Further, the company competitiveness index classification means such as the information processing means 380 compares a predetermined threshold value with the calculated company competitiveness index and classifies the figure using a figure or wording that represents the competitiveness related to the invention of a specific company. It is possible to do.
Also, the standardized company competitiveness index calculation means such as the information processing means 380 can calculate the standardized company competitiveness index by dividing the company-specific competitiveness index by the number of technical fields.
Further, the standardized company competitiveness index classification means such as the information processing means 380 compares a predetermined threshold value with the calculated standardized company competitiveness index, and represents a graphic or a word representing the competitiveness related to the invention of a specific company. It is possible to classify using.
FIG. 3 is a chart showing an example of management financial information recorded in the recording means such as the database 20.
As shown in the figure, the management financial information includes information indicating the size of the company, information indicating the financial information of the company, and combination information of the company calculated by combining various information of the company. As management financial information data, information obtained from a securities report of a company to be investigated, a commercial database provided by a newspaper company, a research institute, or the like can be used.
The information indicating the size of the company includes the number of employees, the number of officers, capital, the number of manufacturing facilities, the number of establishments, the site area, the total floor area, the site ownership rate, the building ownership rate, the number of consolidated employees, the number of consolidated officers, Includes consolidated capital, number of consolidated factories, number of consolidated offices, consolidated site area, consolidated total floor area, consolidated site ownership, or consolidated building ownership.
The company's financial information includes sales, sales profit, operating profit, sales profit ratio, operating profit ratio, total asset market capitalization ratio, shareholder capital market capitalization ratio, sales market capitalization ratio, manufacturing and sales profit market capitalization ratio, Return on market capitalization ratio, return on sales of total assets, return on sales of shareholders 'equity, operating profit on assets, return on equity, return on shareholders' equity, market capitalization difference in equity, R & D expenses, sales R & D expenses Ratio, manufacturing and sales profit R & D cost ratio, manufacturing and sales profit ratio, operating profit R & D cost ratio, or manufacturing and sales profit.
The company's financial information includes total assets, tangible fixed assets, capital investment, depreciation expenses, royalty income such as patent fees, financial assets (current assets, current liabilities, etc.), interest expenses, discounts, long-term prime Rate (long-term borrowing interest rate), short-term prime rate, corporate bond interest rate, 10-year long-term government bond yield rate, personnel expenses (including executive compensation, labor costs), welfare expenses, shareholders' equity, total number of issued shares, stock price (Nikkei average) Stock price), or tax effects.
The company combination information includes sales per employee, R & D expenses per employee, sales profit per employee, operating profit per employee, manufacturing sales profit per employee, and the like.
The manufacturing and sales profit will be described below.
As a result of the revision of accounting standards, R & D expenses are required to be recorded as full expenses in principle in the fiscal year ended March 2000 and beyond. In the past, there were many companies that did not disclose R & D expenses included in manufacturing costs and general administrative expenses as a breakdown, but after the enforcement of this rule, the amount of R & D expenses related to profit and loss calculation became clear. In response to this, an index named “Manufacturing and Sales Profit” was developed for the purpose of analyzing the actual conditions of R & D expenses of companies from various perspectives. This is a trial calculation of the assumed profit amount (total profit generated by the main business excluding R & D activities, that is, manufacturing and sales activities) required by adding R & D expenses to operating profit. Since this R & D cost is recorded as an expense, operating profit will be reduced as R & D activities become more active in the profit and loss calculation. In the midst of discussions, it seems to give one perspective to the problem that it is difficult to grasp the actual situation of corporate profitability from the viewpoint of operating profit alone. This indicator is generally positioned between sales profit and operating profit, and by using these indicators together, it is possible to grasp the profitability of a company more three-dimensionally.
Sales profit is a gross profit calculated by subtracting manufacturing costs from sales, but R & D costs include those included in manufacturing costs and general administrative expenses. It cannot be said that sales profit is a profit indicator that lies between sales profit and operating profit. The relationship between the manufacturing sales profit and other profit indicators is expressed as follows.
Manufacturing sales profit = {(Sales profit) + (R & D cost included in manufacturing cost)}
-{(General administrative expenses)-(R & D expenses included in general administrative expenses)}
= Operating income + total amount of R & D expenses
The ratio of R & D expenses for manufacturing and sales profit is explained below.
The ratio of “R & D expenses” to “Manufacturing and sales profits” is calculated, and it is possible to see how much of the total profit generated by manufacturing and sales activities is reinvested as R & D expenses. This ratio seems to have a different meaning from the "R & D ratio", which is generally called the R & D ratio, but it can be used for various purposes such as analysis to examine what ratio is appropriate. I tried a simple analysis.
The value of “Production and sales profit R & D cost ratio” is not for comparing the superiority or inferiority of companies. This index varies greatly depending on the type of industry, scale, management strategy of each company, and operating revenue. Therefore, it can be used as one of the reference indicators for making relative comparisons between companies of the same industry and size.
The manufacturing and sales profit margin will be described below.
“Manufacturing sales profit ratio” was obtained by dividing “Manufacturing sales profit” by sales. Therefore, this indicator is a calculation of the ratio of gross profit generated by core business excluding R & D activities, that is, manufacturing and sales activities, to sales. ) And operating profit ratio (ratio of profit generated by core business including R & D activities).
The market capitalization difference is explained below.
Since the market capitalization determined by the stock price can be said to be an evaluation of the corporate value in the market, the difference between the market capitalization and the shareholders' equity in the book is the off-balance-sheet asset of the company in the market (intangible assets that are not recorded as assets) It can also be said that the evaluation amount. In the future, as the Japanese accounting system shifts to market value accounting, the significance of this difference is considered to be increasingly important. Because, when full market value accounting is performed, companies with a “market capitalization difference” of 0 or less (that is, PBR of 1 or less) means that the off-balance sheet intangible asset value is 0. It is. Under the current stock market conditions, there are many companies with a PBR of 1 or less. For example, the “market capitalization difference” of a company that has useful patents that will be profitable in the future and that does not have bad debts or deteriorated assets. If it is 0 or less, the possibility of underestimation in the market can be pointed out.
Currently, the Japanese accounting system is in the process of gradually shifting to market value accounting, so the amount of shareholders' equity in the book differs from theoretical net assets. It is not possible to judge whether the valuation is too small or too large by estimating the valuation value of off-balanced intangible assets in the company's market using only the difference.
The average number of years required for registration will be described below.
“Number of years required for registration” means the number of years required for a patent to be granted and registered as a patent. “Average number of years required for registration (by year of registration)” is the average number of years required for each patent registered in each period of the registration statistics period from application to registration. "Average number of years required for registration (by year of application)" means that individual patents registered between the period of registration statistics and the end of the period of application statistics are registered from application to registration. The average number of years required for each application year is calculated.
Accordingly, the “average number of years required for registration (by application year)” changes (increases) as new registration occurs. It should be noted that due to the shortening of the examination request period, it is expected that the “required number of years of registration” for applications filed after October 2001 will be significantly shortened.
FIG. 4 shows a chart of an example of technical literature recorded in recording means such as the database 20.
As shown in the figure, the technical literature includes patent literature such as patent and utility model application information and registration information. As technical literature data, for example, patent electronic library databases of the JPO, information on patents and utility models obtained from CD-ROM publications, and other technical reports can be used.
The information related to the application of the invention includes, for example, the application date, the application number, the name of the invention, the inventor, the applicant, the claim, the abstract, the IPC, the FI, the F-term, the agent, the publication date, and the publication number for each company. , Request for examination, examination request date, priority date, priority claim number, publication date, publication number, republication publication date, republication publication number, international filing date, international application number, international publication date, international publication number , Designated country, number of applications, number of requests for examination, number of applications by IPC, number of applications by keyword, number of claims for application, number of years from application to request for examination, number of inventors, number of applications (number of joint applications), number of domestic priority Number of foundations prioritized in Japan, number of foundations prioritized from abroad, presence of exception application for loss of novelty, presence of request for examination in public gazette, number of divisional applications, number of applications withdrawn / abandoned, application change Number of cases, number of accelerated examinations, number of applications (by foreign country), Number of clearers (by foreign country), number of applications (by foreign country), number of priority claimees (by foreign country), number of priority claims (by foreign country), presence / absence of application division (by foreign country) ) Etc. are included.
In addition, the registration-related information of the invention includes, for example, the setting registration date, registration publication date, registration number, scheduled expiration date, public notice date, public notice number, maintenance pension payment status, number of rejection decisions, rejection decision confirmed, for each company. Date, number of claims for rejection, number of trials against decision of rejection, number of abandonments / withdrawals after request for examination, number of claims for abandonment / withdrawals after request for examination, number of trials for invalidation, trial number, trial date, claims for trial for invalidation Number, number of appeals for rejection / correction, number of oppositions, number of claims for opposition, inventor of registered patent, number of inventors of registered patent, applicant of registered patent, cited document, number of registrations, request for registration Number of items, number of registrations expired, number of years from application to registration, patent registration rate, patent appraisal rate, number of years from examination request to registration, existence of priority examination, number of reasons for refusal, number of amendments, amendment (method) Frequency, whether or not patent rights are registered, and persistence Existence of extended registration, transfer of patent rights, number of registrations (by foreign country), number of years required for registration (by foreign country), number of years examined (by foreign country), number of reasons for refusal (by foreign country), number of amendments (Foreign countries), number of amendments (method) (for each foreign country), existence of oppositions (for each foreign country), presence / absence of priority examination, number of reasons for refusal, etc.
Below, each parameter | index at the time of evaluating a company based on the number of invention is demonstrated.
In general, companies with a higher number of inventions such as the number of patent applications and the number of claims included in patent applications are allocated a budget for the development of new products, and the product development for the future is more active. It can be judged that the company is expected to improve.
In recent years, many industrial products have many functions in order to increase the value of the product itself, and the technical fields required for product development are expanding according to the function and performance of the product. In addition, if a design that enhances the competitiveness by improving the functions and performance of the developed product, the development cost of the product also rises, requiring a large amount of funds and human resources.
If a company that has created many technical ideas for new product development and has applied for a patent has sufficient development funds, in view of the exclusive exclusive rights at the time of obtaining the patent, It can be judged that the company is expected to expand and improve profits.
Investors and banks want to invest in promising companies, and students and mid-career engineers also want to work in promising companies with original technical capabilities.
In the present invention, a judgment is made when an investor, a bank, an engineer, etc. search for a promising company with a unique technological capability from a plurality of companies, or investigate a company with superiority. It provides a number of indicators that can be used to determine whether the invention in a specific technical field is in a competitive or oligopolistic state.
First, determine whether an invention related to a specific technical field has been applied equally to each company and the technology is already in a competitive state, or whether a specific company has applied prominently and the technology is in an oligopolistic state. Describes a patent application portfolio analysis that provides a possible index.
In the patent application portfolio analysis, the number of inventions such as the number of patent applications and the number of claims at the time of filing is extracted for each technical field such as IPC subclass and keyword.
In general, a patent application is a novel invention that can be used industrially, and is applied for an invention within a range that satisfies the requirement of unity of invention. Therefore, the number of patent applications is considered as the number of inventions. It is also possible.
Also, there are many cases where a plurality of novel inventions are described in a plurality of claims in one patent application. Therefore, the number of claims in a patent application can be considered as the number of inventions. Particularly in recent years, the number of claims included in one patent application tends to increase. However, it has been statistically found that the average number and tendency of the number of claims included in one patent application differ greatly depending on the technical field, industry, and company. Therefore, simply analyzing the trend of patent applications of each company based on the number of applications, relative evaluation with other companies, analysis of technical capabilities, etc., may lead to large misunderstandings. For this reason, in the embodiment of the present invention, the trend of patent applications and the technical trend of each company are considered from both the number of patent applications and the number of claims of patent applications.
In the above example, the number of patent applications and the number of claims are the number of inventions, but the present invention is not limited to this, and as the number of inventions, the number of patents or utility models registered, the number of registered claims, The number of requests for examination, number of claims filed for examination, number of registered assessments, number of claims for registration assessment, number of claims for rejection, number of claims for rejection, number of requests for appeal, number of claims for appeal, etc. Good.
Furthermore, it is also conceivable to use a value obtained by combining the above two or more inventions, for example, (the number of registered cases / the number of examination requests) depending on the application.
In the above example, the IPC subclass is used as the technical field of the invention. However, the technical information is not limited to the IPC subclass, but the IPC section, class, subclass, main group, subgroup, F-term, FI Classifications such as keywords included in facets and patent documents may be used depending on the application.
In addition, as another invention classification, classification such as the filing date of patent applications, etc., yearly registration date, etc. may be used, classification by the number of years from application to registration, classification by the number of years from request for examination to registration, Classification such as registered patent retention period may be used.
In the following example, a calculation example using the IPC subclass for the technical field classification and using the number of patent applications and the number of claims as the number of inventions is shown as a representative example.
FIG. 5 shows the top technical fields (H05K, H01L, etc.) with a large number of inventions in a specific year (2003) of a specific company (BI company), and the number of inventions of all companies in that technical field. A table that displays the share (ratio) of the number of inventions of a specific company (BI company) and oligopoly information that indicates whether the number of inventions is in a competition state or an oligopoly state among the companies in the predetermined technical field. It is a figure which shows an example.
The figure shows the period information indicating the year of the invention used for the calculation, the technical field to which the invention such as the IPC subclass belongs, the number of patents by company and the number of patents by company in the specified technical field of a specific company Number of claims by technology field, number of claims by technology field by company in the total number of claims by company (share of the number of claims by technology field by company (ratio)), and description by company in the total number of applications by company The number of filings by field (share of the number of filings by technical field by company (ratio)), the total number of claims by company, and the number of classifications in the technical field are shown.
In addition, the figure shows the ratio of the number of claims by company-specific technical field to the number of company-wide claims by technology field (share of the number of claims by company by technology field), and the demand by company of each company in the technology field In view of the number of terms, oligopoly information indicating whether the number of inventions is in a competition state or an oligopoly state is shown.
Formula 1 below shows a calculation formula for calculating the ratio of the number of claims by technology field by company to the total number of claims by company (claim share by technology field by company).
Figure 2005050511
The calculation formula for calculating the ratio of the number of applications by company-specific technical field to the total number of applications by company (share of the number of applications by company-specific technical field) is shown below.
Figure 2005050511
If the above formulas 1 and 2 are not limited to the number of claims and the number of applications, but the number of examination requests, the number of registrations, the number of registered claims, etc. are generalized and described as the number of inventions, This can be expressed as Equation 3 below. In the following Expression 3, 100 is finally multiplied to enable% display, but the ratio may be calculated without multiplying by 100.
Figure 2005050511
Next, a calculation formula for calculating the ratio of the number of claims by technology field by company to the total number of claims by technology field (share of the number of claims by company by technology field) is shown.
Figure 2005050511
If the parameters of the above equation 4 are not limited to the number of claims but the number of applications, the number of registered items, the number of registered claims, etc. are generalized and described as the number of inventions, they can be expressed in the following equation 5.
Figure 2005050511
Oligopoly information indicating whether the number of inventions in a specific technical field is in a competitive state or an oligopolistic state in the whole company is expressed by, for example, the following formula for calculating the technical field SEI score (technical field oligopoly score): Substituting and discriminating and displaying.
Figure 2005050511
For example, when 1000 is used as a threshold value for determining the competition state or the oligopoly state, the competition state of the invention in a predetermined technical field can be classified as follows.
Competitive status: Share of number of inventions by company by technology field (when ka = 2) <1000
Oligopoly state: Number of invention shares by technology sector (when ka = 2) ≧ 1000
The original HHI index is an index that is an abbreviation of Hirschman-Herfindahl Index and is called a “half-indal index”. Originally, the HHI index is a method for measuring the degree of oligopoly and dispersion in an arbitrary product market, and is obtained by the sum of squared shares of companies entering the market.
When this HHI index is applied to the invention and applied, if one company is completely monopolized, the value of applied HHI is 10,000, and the value becomes lower as the competition becomes more intense. In the present invention, the HHI index is applied to the number-of-inventions share, and a threshold value for determining an oligopolistic state or a competitive state is provided. Then, when the applied HHI index of the invention number share is equal to or greater than the threshold, it is determined as an oligopolistic state, and when it is less than the threshold, it is determined as a competitive state.
In the above example, the threshold value of the applied HHI index based on the invention number share is empirically set to 1000, but the threshold value is not limited to 1000. Moreover, it is not limited to the case where the number of inventions by company in each technical field of the companies that have entered the market is squared, and a value of 3 or more may be used depending on the application.
As an example of expressing the number of inventions, when judging the future potential of a company using the number of patent applications or comparing it with other companies, simply comparing the number of applications with a focus on the number of inventions, etc. In some cases, information that the user wants to know cannot be obtained. Therefore, in the present invention, the breakdown by technical field that is not clarified only from the total number of inventions such as the number of patent applications and the number of claims of patent applications is classified and analyzed using technical field information such as IPC subclass. Yes.
In addition to analyzing the breakdown of each company in-house, by displaying the status of other companies in the technical field and the competitive status of the number of inventions in the technical field, the survey target for the entire company that seems to be competing It becomes possible to grasp the position of the number of inventions of companies in three dimensions.
For example, when an application portfolio analysis is performed for a specific company, it is determined that the technical field ranked higher in the application portfolio due to the large number of inventions is in an oligopolistic state as a result of aggregation including other companies (any one) If a particular company has a considerable share of inventions in the technical field, that particular company will be overwhelmingly technical in the technical field. It will be recognized as occupying the position.
In addition, if the technical field ranked in the top of the portfolio is in a fierce competition as a result of aggregation including other companies, and the specific company has only a small share of the invention, the specific company is currently in the technical field. Then, because it is not in an advantageous situation, it can be assumed that it is in a state to consider exiting to another new core area that may be able to secure a competitive advantage.
For example, an example in which an application portfolio analysis is performed when a predetermined period is set to each year, an IPC subclass is set as the technical field to which the invention belongs, and the number of claims is set as the number of inventions will be described below.
First, the company evaluation device 30 performs a process of reading out an IPC subclass name and the number of claims for a company-wide published patent application filed within a predetermined period.
Then, for each IPC subclass attached to all the read published patent publications, the number of claims and the number of applications are tabulated, and the number of applications by company technical field, the number of claims by company technical field, and the top classification Display numbers and numbers.
In the example shown in FIG. 5, the number of claims by company technical field and the number of claims by company technical field for the predetermined five technical fields (IPC subclass) for each predetermined period (for example, by year). The share, the number of applications by company and the number of applications by company, and the number of applications by company and technology field are calculated and displayed in the left half. To the right of the number of claims by company technical field, the number of claims by company technical field, the number of applications by company technical field, and the number of applications by company technical field is to the right of the calculation results for the previous period. The increase / decrease (for example, year-on-year comparison) is displayed as ↑ or ↓.
The right half of the application portfolio analysis result shown in FIG. 5 shows the share of the number of inventions by company in each technical field (each IPC subclass) (in the example shown in FIG. 5, the share of the number of claims by company in each technical field) ) And the ranking of the number of inventions by company in each technical field and the oligopoly state of the technical field (IPC subclass) (predetermined threshold value and the calculated oligopoly score by technical field are compared, the invention in the predetermined technical field The number indicates an oligopolistic state of a specific company or an index for judging whether it is in a competitive state by many companies. In particular, in the example shown in FIG. 5, the oligopolistic state is written in letters, the number of claims by company for each technical field is written in a bar graph and a numerical value, and the determination result whether the oligopoly state or the competitive state is the same It is displayed in the frame or at an adjacent position.
Next, the numerical value of each calculation result shown in FIG. 5 and its meaning will be described.
In FIG. 5, the number of claims by technology field for each specific company (one form of the number of inventions by technology field for each company) in the year 2003 is 2,526 and the IPC subclass (one of the technical fields). The number of classifications of (form) indicates that applications have been filed over 51 classifications.
Among them, the IPC subclass ranks from the one with the most claims to the 5th place is 1st place: H05K (Number of claims by technology field by company = 731, 28.94% or less of the total number of claims in-house is the same) ) 2nd: H01L (527, 20.86%), 3rd: G02B (183, 7.24%), 4th: D21J (136, 5.38%), 5th: F01N (125, 4. 95%).
Regarding the calculated number-of-claims share by company-specific technical field, the corresponding number-of-invention-by-technology field share by company (assuming ka = 2 in Equation 6) is calculated. Since the SEI scores by technical field in all companies of the IPC subclass with the number from 1st to 3rd (refer to Formula 6 for the calculation formula) are all below 1,000, it is determined as a competitive state.
In particular, Company BI has a 0.40% share of the number of inventions by company in technology field of H01L, ranking 33rd, and G02B's share of the number of claims by company by technology field is 0.40%, ranking is 42nd place. Therefore, it is recognized that BI is in a very difficult situation in these technical fields.
Moreover, in the technical field of D21J, the ranking of the number of claims by company-specific technical field in BI is 4th, but among the number of inventions in all companies, 44.00% claim by company by technology field. It occupies several shares and ranks first. SEI score by technical field (when ka = 2) is also 44 (%) 2 = 1,936 (see Formula 6 for the calculation formula), which greatly exceeds the threshold value of 1,000, so that it can be determined that it is an oligopolistic state of the BI company. Therefore, it can be determined that Company BI has an overwhelming advantage in the technological development in this technical field.
Further, in the next technical field of F0IN, the share of the number of claims by company in the technical field in the number of inventions in all companies is 2.70%, ranking 11th. Therefore, the occupation ratio of the invention by other companies is high, and it is determined as an oligopolistic state of companies other than the BI company. And it is possible to judge that the technical competition of BI in this technical field is in a difficult situation.
As described above, in the present invention, the technical competitiveness of a company that cannot be determined only by the number of inventions such as the number of patent applications by technical field and the number of claims by technical field by company is considered in the technical field such as IPC subclass. In addition to analyzing each company's breakdown, the status of each company's technology development is displayed in three dimensions by displaying the status of each company's share and oligopoly information, or the competitive status of the technology field itself. It becomes possible to grasp.
Next, the number of inventions by technology field by company (by IPC subclass, etc.) in the total number of claims by company for each year (each period, etc.) (number of claims by technology field by company, etc.) The calculation of a patent diversification index (an index indicating one form of the diversification index) representing the concentration of technological development in a predetermined technical field and the degree of diversification will be described using In the following, the patent diversification index is referred to as PDI (Patent Diversification Index), and is calculated in the following order together with SEI by company (share emphasis rate by technology field).
Next, a calculation formula for calculating the share (%) of the number of inventions by technical field by company is shown.
Figure 2005050511
Next, a calculation formula for calculating the number-of-inventions share emphasis rate by technical field by company is shown.
Figure 2005050511
Next, a definition formula of the SEI score by company (oligopoly score by company or share emphasis rate by technology field) is shown.
Figure 2005050511
Next, a calculation formula for defining a patent diversification index PDI (Paten Diversification Index), which is one form of the diversification index, is shown.
In the following formula, the diversification index is calculated by multiplying the value obtained by subtracting the company-specific oligopoly score from 1 and multiplying it by 100, and it is displayed with a value that is close to the percentage display. A value obtained by subtracting the company-specific oligopoly score from 1 may be defined as a diversification index and displayed.
Figure 2005050511
When calculating the company-specific SEI score, the share of the number of inventions by company-specific technical field is calculated by multiplying by kb. Therefore, when kb = 2, In the case of 100% in one technical field (when an invention exists only in one technical field), the SEI score for each company (maximum value) = 1.00.
As shown in each of the above formulas, when calculating the SEI score for each company, the sum of kb of the share of the number of claims for each technical field for each technical field is calculated. This calculation formula is similar to the share of the number of inventions by technical field and n company shown in Formula 6, but the target for calculating the total is different. In Formula 7, the total is subtracted from 1. It shows how many technical fields an invention in a specific company has been made.
By calculating the patent diversification index (PDI) using Equation 10, it is possible to indicate the degree of diversification of the invention within a specific company. The reason why the value is multiplied by 100 is to make it easy to read the numerical value as a value close to% display by setting the possible range of the patent diversification index to 0-100.
As shown in Equation 10, when calculating the patent diversification index, the sum of the powers of the number of claims by company by technical field itself is multiplied by 100 without subtracting the total number of invention shares from 1. Thus, a company-specific SEI score may be calculated. In this case, a large value is shown when inventions in a specific company are concentrated in a predetermined technical field, and thus the calculated index may be expressed as a monopoly index or an oligopoly index.
Moreover, it does not limit to multiplying by 100, You may multiply by the number with good cutting, or these multiples (for example, 10 or 200, 1000, 10000, etc.).
The SEI score for each technical field shown in Equation 6 indicates that a larger value indicates a state where a specific company monopolizes the invention (oligopoly) in a predetermined technical field, and a smaller value indicates that the specified technical field Many companies were creating inventions (distributed state). In the case of the Patent Diversification Index (PDI), as shown in Equation 8, since the SEI score for each company is subtracted from 100 and multiplied by 100, the closer the value is to 100, the more the invention is invented over a wide technical field. The diversification is shown, and the closer the value is to 0, the more the invention is concentrated in a predetermined technical field in the company.
Generally, kb = 2 may be used as the disparity index kb. However, by using a power that is greater than 1, it is possible to express the difference in share between the technical fields more greatly. Further, if the disparity index kb is a power less than 1, it is possible to express the difference between the technical fields small, but it is not preferable because the difference in the shares between the technical fields may be difficult to see. It can be effectively applied when comparing technical fields where the difference in the original share is too large. Therefore, the disparity index may be changed as appropriate according to the survey target and application.
In addition, the patent diversification index is calculated by the above formula and compared with a predetermined threshold, and the number of inventions in a specific company is concentrated in a specific technical field, or diversified into many technical fields. You may make it classify the degree of diversification using the figure or wording which expresses. The patent diversification index (PDI) shown in Equation 10 is calculated based on the number of inventions by technology field by company, but is calculated using the number of claims by technology field by company, the number of applications by technology field by company, and the like. You may do it.
As the numerical values related to the technical field, the main classification of the IPC subclass assigned to the published patent publication or the like may be used. Further, the IPC subclass subclass may be used in combination. In that case, it may be counted equally as 0.5 for the main classification and 0.5 for the sub-classification. It may be counted as 0.3 sub-classification. In the calculation of other indices according to the present invention, weighting may be performed in the same manner.
6 and 7 show examples of trial calculation of the patent diversification index (PDI).
Calculation 1 shown in FIG. 6 is a calculation example in which the patent diversification index (PDI) is calculated for the company A concentrated in the IPC subclass having the number of inventions by technical field “H01J”.
In the calculation 1 shown in FIG. 6, the company A has 164 inventions (number of patent claims) in the IPC subclass “H01J”, which is more than twice the number of other technical fields. This is an example that is considered to be.
Examining only the number of claims of company A, it is difficult to know whether the number of claims is concentrated in a predetermined technical field or diversified across various technical fields. Therefore, in the present invention, the share of the number of inventions by technical field by company is calculated from the number of inventions by technical field by company and the total sum, and the share of the number of inventions by technical field by company is raised by using a disparity index. By subtracting and multiplying by 100, a patent diversification index (PDI) indicating the degree of concentration and diversification of a specific company's technology development field is calculated and displayed.
Therefore, users can easily know the concentration and diversification level of a specific company's technology development field by simply looking at the patent diversification index (PDI). By comparing with the patent diversification index of a company, it becomes possible to compare the concentration of a predetermined technological development field and the degree of diversification.
The example shown in FIG. 6 is a calculation example when the inequality index kb is set to 2, but the inequality index is set to a value other than kb = 3, 1.5, 0.5 and 2 as shown in FIG. Accordingly, the degree of concentration and diversification in a predetermined technical development field can be changed according to the application. In addition, as the disparity index kb is increased, the degree of diversification and concentration can be expressed extremely.
Further, when calculating the patent diversification index (PDI), it is preferable to average the number of inventions for several years in order to equalize the variation among years. However, if an average of too many years is taken, the annual change and characteristics of the type of each company or technology field will be lost and become invisible, so it is desirable to take a moving average every three years. FIG. 6 shows the calculation result based on the number of inventions per year, and the calculation such as moving average is not performed. However, since the calculation can be performed by using the usual method, Then, explanation is omitted.
Calculation 2 shown in FIG. 7 is a calculation example in which a patent diversification index (PDI) is calculated for a B company in which the number of inventions by technical field is diversified equally.
In the calculation 2 shown in FIG. 7, since the number of inventions (number of patent claims) is equal to 70 or 80 in all IPC subclasses, the company B thinks that the technical development field of the company B is diversified. An example is possible.
Although it is difficult to compare the diversification status of the technology development field in Company B with the diversification status of the technology development field of Company A from the number of claims alone, the Patent Diversification Index (PDI) according to the present invention By calculating, displaying, and comparing, it becomes possible for the user to easily compare the diversification status of the technology development field.
The example shown in FIG. 7 is a calculation example when the inequality index kb is set to 2, but the inequality index is set to a numerical value other than kb = 3, 1.5, 0.5 and 2 as shown in FIG. Accordingly, the degree of concentration and diversification in a predetermined technical development field can be changed according to the application. In addition, as the disparity index kb is increased, the degree of diversification and concentration can be expressed extremely. Considering from the calculation results of FIG. 6 and FIG. 7, the value of the disparity index kb seems to be appropriate between 1.5 and 3. In this embodiment, for the sake of explanation, the case where kb = 2 is mainly described.
FIG. 8 shows an example of diversification classification based on the value of the patent diversification index (PDI).
As described above, the patent diversification index (PDI) indicates the concentration of technology development in a specific company and the degree of diversification. By converting the evaluation information according to the numerical value of the conversion index and displaying the type classification, it is possible to notify the user of the concentration of the technical development field and the degree of diversification in an easy-to-understand manner.
In the example shown in FIG. 8, when the value of the patent diversification index (PDI) is 96 or more, it is classified as “super comprehensive type”, when it is 90 or more and less than 96, it is “comprehensive type”, and when it is 76 or more and less than 90 “Balance type” is classified as “concentrated type” when 50 or more and less than 76, and “super concentrated type” when less than 50.
Using the classification of patent diversification index shown in FIG. 8, Company A determines that the type classification is “centralized” because the patent diversification index (PDI) is 63.5 when kb = 2. To do. On the other hand, the company B determines that the type classification is “general type” because the patent diversification index (PDI) in the case of kb = 2 is 92.8.
The classification shown in FIG. 8 is an example, and when the viewpoint of the disparity index (kb value) or the patent diversification index is changed, another classification different from the classification shown in FIG. 8 may be applied. However, if the patent diversification index is calculated using the number of claims and the IPC subclass, the type classification shown in FIG.
Next, the number of inventions by technology field by company (claims by technology field by company) in the total number of inventions by technology field (total claims by technology field, etc.) for each year (each period, etc.) The calculation of the SEI score for each technical field and the patent competitiveness index representing the degree of technological development competitiveness viewed from the number of inventions will be described using the ratio of the number of the invention. In the following, the patent competitiveness index is referred to as PCPI (Patent Competitive Position Index), and is calculated in the following order together with the SEI score for each technical field. The patent competitiveness index (PCPI) is a form of an index included in the corporate competitiveness index.
The calculation formula for calculating the share of the number of inventions by company by technical field is shown below.
Figure 2005050511
FIG. 11 shows a calculation example of the invention number share by company in each technical field in the technical field (H01L) calculated by Expression 11 above. Also, FIG. 12 shows an example of calculation of the number of invention shares by company in each technical field in the technical field of (G06F).
Next, a calculation formula for calculating the SEI index by company for each technical field (invention share emphasis rate by company for each technical field) is shown. This value is defined as Patent Competitiveness Index A (PCPIA).
Figure 2005050511
FIG. 11 shows a calculation example of the enterprise-specific SEI index for each technical field in the technical field (H01L) calculated by Expression 12 above. In addition, FIG. 12 shows an example of calculation of the SEI index for each technical field in the technical field of (G06F).
Since the patent competitiveness index A (PCPIA) is raised to the ka power with respect to the share of the number of inventions by company for each technical field, it is possible to show a large difference in the share of the number of inventions by company for each technical field. Therefore, it is better to apply it to an event that is easier to understand if the disparity is greatly expressed.
Next, calculation formulas for calculating SEI scores by technical field are shown. This value is defined as Patent Competitiveness Index B (PCPIB).
Figure 2005050511
The Patent Competitiveness Index B (PCPIB) is a numerical value for measuring the degree of oligopoly and dispersion by a specific company in an arbitrary technical field (product market, etc.). The sum of the number of inventions by sector and the share of the number of inventions by company to the ka power is obtained.
Competitiveness of technological development from the viewpoint of patent application by using the competitive status of each IPC subclass (technical field SEI score representing oligopoly or competitive status) determined by SEI (company) by technology field and the share of each company by technology field It is a measure of the degree of. Each company is aware of the technology that it develops and applies for, while looking at the application trends of other companies. In such a competitive market, companies with a large share of inventions can prevent other companies from entering. However, even if a company occupies the top share in a certain IPC subclass, the position of that company is not firm if it is in a fierce technological development competition. Therefore, in order to grasp the technological development competition status of the IPC subclass, we decided to calculate the SEI score by technical field of each participating company and see the marketability. The SEI score for each technical field is obtained by summing the kb powers of each company's share. The closer the value is to 1.00, the more the IPC subclass is in an oligopoly state.
In general, since claims are listed for each invention, a large number of claims indicates that the number of inventions is large. Since the number of companies that apply for a group of inventions to be applied has increased, performing quantitative measurement of an invention based on the number of applications is likely to cause misunderstandings. It is also desirable to measure based on the number of claims in order to eliminate arbitrary elements such as increasing the number of applications for inventions of small improvements.
Since the size of patent applications varies depending on the type of industry, when measuring the position of each company in the calculation of the patent competitiveness index, the data for the last three years are totaled, and the variation in the number of claims filed every year is standardized. It is desirable to do. In addition, in order to deal with the difference in the number of claims filed by industry, it was found that it is more desirable to compare not only by size but by share of the number of inventions by company by technical field.
Specifically, the number of claims for each company by technology field (share of the number of inventions by company by technology field) is calculated for each IPC subclass, and the value is used as the position of the company. According to the IPC subclass technology classification, if you look at the number of claims by company for each technology field (invention share by company by technology field), you can make comparisons in the same technology classification, and you can apply for applications by industry by industry. It will not be affected by the difference in the number of terms.
In the present invention, the main classification of the IPC subclass assigned to the published patent gazette was used, but in combination with the subclass, it may be counted as 0.5 main classification and 0.5 subclass, For example, the main classification and the sub-classification may be weighted differently to count, for example, 0.7 main classification and 0.3 sub-classification.
Next, a calculation formula for calculating the emphasized PCPI (technical field-specific company-specific SEI score or PCPIC) is shown.
Figure 2005050511
FIG. 11 shows a calculation example of the SEI score by company for each technical field in the technical field (H01L) calculated by Expression 14 above. In addition, FIG. 12 shows an example of calculation of the SEI score for each technical field company in the technical field of (G06F).
When the share of the number of inventions in the IPC subclass is large, the index of the emphasized PCPI (technical company-specific SEI score) forms an oligopoly by the company, and the larger the value, the more the company applies. It can be judged that the total capability of the technological development capability viewed from the invention in each IPC subclass is large.
In measuring the position of each company in the calculation of the emphasized PCPI, it is desirable to standardize the variation in the number of claims for each year by adding the data for the most recent three years. In addition, in order to deal with the difference in the number of claims filed by industry, it was found that it is more desirable to compare by share rather than by application size. Specifically, the number of claims of a company is calculated for each IPC subclass classification, and the value is set as the position of the company. By comparing the number of claims of each company according to the IPC subclass technical classification, comparisons in the same technical classification become possible.
Next, the patent competitiveness index D (PCPID) used when calculating the patent competitiveness index (PCPI) is defined.
Figure 2005050511
FIG. 13 shows a calculation example of the patent competitiveness index D (PCPID) calculated by the above equation 15.
The activity of technological development in each company is as seen in the trend of increasing the number of inventions such as the number of patent application claims. The superiority or inferiority cannot be determined by simple comparison only from the number of claims. For example, if the number of claims for a company is growing faster than the total number of claims for all industries, the company may have developed technology development capabilities that exceed the overall market. Can be considered high.
In the following examples, the average growth rate of the number of patent inventions in the most recent 3 years (average growth rate of patent application claims) is used, but the average growth rate in the current year may be used, or several years. An average elongation over a range may be used. Further, in the following embodiment, (1 + excess growth rate) is weighted and used to see the growth potential of each company. The reason for adding 1 is to avoid weighting 0 when the growth rate of the company = the growth rate of all companies.
)
Next, the excess growth rate used when calculating the patent competitiveness index (PCPI) is defined.
Figure 2005050511
FIG. 14 shows a calculation example of the excess growth rate calculated by the above equation 16.
Next, a calculation formula for calculating a patent competitiveness index (PCPI) in consideration of the excess growth rate is shown.
Figure 2005050511
The Patent Competitiveness Index (PCPI) is a form of index that is included in the Corporate Competitiveness Index. The Patent Competitiveness Index (PCPI) is the competition status (oligopoly or competition) of each IPC subclass determined by the SEI index by company by technology field, the share of each company by technology field, and the excess growth rate (request for application from each company) And the degree of technological development competitiveness from the viewpoint of inventions such as patent applications.
Further, when calculating the patent competitiveness index, weighting the excess growth rate makes it possible to judge the competitiveness in consideration of the degree of growth and decline of the company. By weighting the excess growth rate in this way, the patent competitiveness index value can be calculated larger as the relationship rate of the number of patent application claims is higher. Therefore, it can be said that the greater the value of the patent competitiveness index is, the greater the overall capability of the technological development power viewed from the invention for which the company has applied.
11 and 12 show the number of inventions by company for each technical field for each company in a given technical field, SEI index by company for each technical field (patent competitiveness index A), patent competitiveness index B (PCPIB), and by technical field. An example in which a company-specific SEI score (emphasized PCPI or technical field-enhanced oligopoly score) is calculated is shown.
The calculation example shown in FIG. 11 is a calculation example in the case where the company B in the technical field “H01L” has a relatively large number of application claims as 70 compared to other companies. Therefore, the number of inventions by company in the technical field of the company B is 0.140, which is larger than that of other companies, and the number of inventions by company in the technical field (patent competitiveness index A (PCPIA) is 0.0196). And larger than other companies.
On the other hand, in the calculation example shown in FIG. 12, in the technical field “G06F”, the number of inventions of the company B by technical field is 70, which is the same as the number of inventions of the company B shown in FIG. This is an example of calculation when there is no difference in the number of application claims of each company, since the number of inventions of E by technical field is relatively large at 26 and 33, respectively. In the calculation example of FIG. 12, compared to the calculation example of FIG. 11, the difference in each value of the number of inventions by company in each technical field, the SEI index (patent competitiveness index A) by company in each technical field, and the emphasized PCPI. Is calculated less.
FIG. 13 is a table summarizing values of SEI scores by company (technical PCPI or emphasized oligopoly score by technical field) for each company calculated for each technical field.
The value of the patent competitiveness index D (PCPID) when weighting by the excess growth rate of Company A is not weighted is calculated as 160.85 by Equation 15, and the value of the patent competitiveness index D (PCPID) of Company B is 16 .22.
FIG. 14 shows the growth rate of the number of claims filed at each specific company (one form of the average growth rate of the number of inventions in the latest three years) and the average value of the growth rate of the number of claims of all companies (the latest of all companies) It is a graph which shows the excess growth rate calculated using Formula 16 using the average growth rate of the number of inventions in the third year.
As shown in the figure, the average growth rate of patent claims in Company A for the most recent 3 years is 5.0%, and the average growth rate of patent claims in the last 3 years for all companies is 2.3%. Therefore, it is calculated that the excess growth rate of company A = 5.0% −2.3% = 2.7% = 0.027. On the other hand, since the average growth rate of claims in the last three years of company B was -1.0%, excess growth rate of company B = -1.0% -2.3% =-3.3 % = 0.033 is calculated.
FIG. 15 is a chart showing the patent competitiveness index D (PCPID) and the patent competitiveness index (PCPI) calculated based on the excess growth rate.
Since the patent competitiveness index D (PCPID) of the company A was 160.85 and the excess growth rate was 2.7%, the patent competitiveness index (PCPI) = (160.85) × ( 1 + 0.027) = 165.19.
Similarly, since the patent competitiveness index D (PCPID) of the company B is 16.22 and the excess growth rate is −3.3%, the patent competitiveness index (PCPI) = (16.22) according to the equation 17A. ) × (1−0.033) = 15.68.
FIG. 16 shows the distribution of calculation results when the horizontal axis represents the value of the patent competitiveness index (PCPI) in logarithm and the vertical axis represents the number of companies.
In general, the distribution of patent competitiveness index (PCPI) is close to a normal distribution. Therefore, in the present invention, according to the value of the Patent Competitiveness Index (PCPI) obtained as described above, where each company is located in the distribution among all companies is ranked.
In FIG. 16, an example in which the patent competitiveness index (PCPI) is expressed in logarithm on the horizontal axis is shown, but the present invention is not limited to logarithmic display, and may be expressed by normal distribution. Similarly to the Patent Competitiveness Index (PCPI), the horizontal axis for the Patent Competitiveness Score, Standardized Patent Competitiveness Score, Corporate Competitiveness Index, Standardized Corporate Competitiveness Index, and Standardized Patent Competitiveness Index (avgPCPI) May be expressed as a logarithm, and the vertical axis may be expressed as the number of companies.
FIG. 17 shows an example of rank classification according to the patent competitiveness index (PCPI). In the example shown in the figure, according to the average value X and standard deviation σ of the patent competitiveness index (PCPI), the competitiveness related to the invention of a specific company is divided into five ranks according to the nature of the normal distribution.
FIG. 17 shows an example in which the patent competitiveness index (PCPI) is ranked. Similar to the patent competitiveness index (PCPI), the patent competitiveness score, the standardized patent competitiveness score, and the corporate competitiveness index are shown. Further, ranking may be performed on the standardized company competitiveness index and the standardized patent competitiveness index (avgPCPI).
FIG. 18 is a chart showing the relationship between the star rank that expresses the competitiveness category related to the invention of a specific company by the number of stars and the type category name that expresses the competitiveness related to the invention as the type of company.
By expressing the position of the patent competitiveness index (PCPI) of a specific company as the number of stars or the type of company, it is possible to express the competitiveness of the invention in an easy-to-understand manner. Even users who are not familiar with the classification of the IPC subclass can be notified of the competitiveness of the invention among a plurality of companies in an easy-to-understand manner.
In the above description, in order to highlight companies whose patent competitiveness index (PCPI) exceeds the average value X, the average value or more is classified into three ranks, but it may be further classified. Moreover, in order to make the enterprise below average value X stand out, the enterprise below average value may be divided finely.
Also, the range of classification is not limited to (X + σ) using standard deviation, but may be classified by looking at the distribution by making use of accumulated experience of those who classify.
FIG. 18 shows an example in which the star rank division and the type division are performed for the patent competitiveness index (PCPI), but the patent competitiveness score, the standardized patent competitiveness score, as with the patent competitiveness index (PCPI). The star rank classification and the type classification may be performed for the corporate competitiveness index, the standardized corporate competitiveness index, and the standardized patent competitiveness index (avgPCPI).
If Company A's Patent Competitiveness Index (PCPI) is in the top 2.28% to 16% of all companies, it will be identified as “★★★ ☆, Star Player” Notify users that they are competitive.
Similarly, if the patent competitiveness index (PCPI) of Company B is in the top 16% to 50%, it is judged as “★★ ☆☆, player” and the patent competitiveness is judged to be slightly inferior. The In addition, when calculating the type classification without weighting the excess growth rate only with the patent competitiveness index D (PCPID) of company A and company B, there is no change in the type classification classified in this example. It was. This is because the growth rate was not so different from the average growth rate of all companies. In the case of a company whose number of inventions has greatly grown or declined, weighting the excess growth rate is largely reflected in the calculation results.
Next, by dividing the Patent Competitiveness Index (PCPI) by the number of subclass classifications (number of technical fields) filed by each company, a standard that serves as an index indicating the degree of competitiveness per IPC subclass (per technical field) The patented competitiveness index (avgPCPI) will be described. The standardized patent competitiveness index (avgPCPI) is a form of an index included in the standardized company competitiveness index. Hereinafter, the standardized patent competitiveness index will be referred to as avgPCPI (average Patent Competitive Position Index).
When a company's patent competitiveness index (PCPI) alone is used to compare and judge a company's patent competitiveness, it is equal between a major company with a broad technological development field and a company with competitiveness specialized in a certain technical field. May not be evaluated.
The Patent Competitiveness Index (PCPI) is the sum of competitiveness in the technical fields (for example, IPC subclass) that each company has applied for. The wider (the larger the number of IPC subclass classifications), the greater the value of the patent competitiveness index (PCPI).
On the other hand, it may be disadvantageous for companies with technical competitiveness specialized in a certain technical field. In order to correct such inequality, the calculated patent competitiveness index (PCPI) is normalized by dividing by the number of technical fields (for example, the number of IPC subclass classifications) that each company has applied for, It is the Standardized Patent Competitiveness Index (avgPCPI) that makes it possible to determine the competitiveness (per IPC subclass).
Even when the standardized patent competitiveness index (avgPCPI) is calculated, not only the main classification of the IPC subclass given in the published patent gazette is used, but the main classification and the subclass are used in combination. It may be counted equally as 5 cases, 0.5 subclasses, or weighted as 0.7 main categories and 0.3 subclasses to calculate the number of IPC subclasses. May be.
The calculation formula for calculating the normalized patent competitiveness index (avgPCPI) is shown below.
Figure 2005050511
Example:
Number of technical fields = 3-year average number of IPC subclasses
In the above example, it is assumed that the average number of IPC subclasses in the most recent three years is regarded as the average of the application tendency of companies, but only the year may be used, and normalization is performed using the average number of IPC subclasses in several years A patent competitiveness index (avgPCPI) may be calculated.
For example, in the case of the company A shown in FIG. 15, if the IPC subclass 5 department has the average number in the last three years, the standardized patent competitiveness index (avgPCPI) is calculated as follows.
Figure 2005050511
Similarly, in the case of the company B shown in FIG. 15, assuming that the IPC subclass 14 department has the average number in the last three years, the standardized patent competitiveness index (avgPCPI) is calculated as follows.
Figure 2005050511
In this way, the standardized patent competitiveness index (avgPCPI) of each company is calculated, and classified into five star ranks according to the same rules as the patent competitiveness index (PCPI). Depending on the results, the following predictions can be made.
If a company ranked in the “Player” rank in the Patent Competitiveness Index (PCPI) category is upgraded to a “Star Player” in the Standardized Patent Competitiveness Index (avgPCPI) category, the companies are compared. It can be thought that it possesses technology with strong strength.
Conversely, if a company that was a “star player” in the category of patent competitiveness index (PCPI) is downgraded to “star” in the category of standardized patent competitiveness index (avgPCPI), It can be considered that there are not many strong technologies.
Generally, the standardized patent competitiveness index (avpgPCPI) is also used for ranking the standardized patent competitiveness index (avgPCPI) in the same manner as when ranking the patent competitiveness index (PCPI). Since the logarithmic distribution is close to the normal distribution, the logarithmic axis is adopted. However, the present invention is not limited to the logarithm, and the normalized patent competitiveness index (avgPCPI) axis is a normal linear axis. The distribution may be calculated as
FIG. 19 and FIG. 20 show a display example in which the patent diversification index (PDI), patent competitiveness index (PCPI), and standardized patent competitiveness index (avgPCPI) of company A and company B are displayed together.
In the example shown in the figure, a patent diversification index (PDI) type division is placed on the horizontal axis of the table, and a patent competitiveness index (PCPI) or standardized patent competitiveness index (avgPCPI) division is plotted on the vertical axis. It is arranged.
In the example of the company A shown in FIG. 19, the division of the patent diversification index (PDI) on the horizontal axis is classified as “centralized”, and the division of the patent competitiveness index (PCPI) on the vertical axis is “star player” (same as above). It can be judged at a glance that it is classified as (● position in the figure). Also, it can be understood at a glance that the standardized patent competitiveness index (avgPCPI) has been upgraded to “superstar” (the position of the star in the figure).
In the example of company B shown in FIG. 20, the patent diversification index (PDI) on the horizontal axis is classified as “total type”, and the patent competitiveness index (PCPI) on the vertical axis is classified as “player” (FIG. 20). ● (marked with ●). It can also be seen that the standardized patent competitiveness index (avgPCPI) has been downgraded to “by player” (the position of the star in the figure).
As shown in FIGS. 19 and 20, together with the patent diversification index (PDI), one axis is represented as the patent competitiveness index (PCPI), and the other axis is represented as the standardized patent competitiveness index (avgPCPI). By displaying the relevant ranks and categories in a tabular format, rather than simply determining the company's position by numbers or letters, the company's diversification type and patent competitiveness rank or standardized patent competitiveness rank positioning Can be understood at a glance and is useful as a material for corporate value judgment.
For example, when the standardized patent competitiveness index (avgPCPI) of all companies is calculated and classified,
Company A's patent competitiveness index (PCPI) belongs to the top 2.28% to 16%, so it is assumed that the rank category is “star player”. Then, when the normalized patent competitiveness index (avgPCPI) is calculated, it belongs to the top 2.28%, so it is assumed that it has been upgraded to “superstar”. In this case, it is considered that the company A has a relatively strong patent competitiveness and has a superior characteristic technique.
Conversely, for example, the value of the company B's patent competitiveness index (PCPI) belongs to the top 16% to 50%, so the rank classification is “player”. Then, when the value of the standardized patent competitiveness index (avgPCPI) is calculated, it belongs to the top 50% to 84%, so that it is downgraded to “by player”. In this case, it is considered that Company B does not have much powerful central technology.
In addition, as shown in FIGS. 19 and 20, one axis is a patent competitiveness index (PCPI), and the other axis is a standardized patent competitiveness index (avgPCPI). By displaying in combination, it becomes possible to clearly show the appearance and position of the company based on the invention.
In addition, when a company that was a “star player” in the category based on the numerical value of the patent competitiveness index (PCPI) is downgraded to a “player” in the category based on the numerical value of the standardized patent competitiveness index (avgPCPI). However, it can be determined that the application area of the company increases the competitiveness of technology, but the competitiveness in each application field is not high. On the contrary, when the classification based on the value of the standardized patent competitiveness index (avgPCPI) is upgraded from “player” to “star player”, the application area of the company is not so wide, so the relative technical competition Although the strength is not so high, it can be judged that the competitiveness in each technical field is high. Therefore, it is possible to concentrate on the overall patent competitiveness by displaying the classification of the type based on the patent competitiveness index (PCPI) and the classification based on the standardized patent competitiveness index (avgPCPI) in association with each other. As a result, the status of companies with technological development capabilities can be further clarified, and the status of each company's technological development can be expressed more three-dimensionally.
FIG. 21 shows the patent competitiveness index (PCPI) of each company in a predetermined technical field and its ranking, the standardized patent competitiveness index (avgPCPI) and its ranking, and the type classification based on the diversification index (PDI). The patent competitiveness index (PCPI) is a chart expressed in descending order.
FIG. 22 is a chart showing the same content as FIG. 21 in descending order of the standardized patent competitiveness index (avgPCPI).
A combination of FIG. 21 and FIG. 22 shows a combination of the patent competitiveness index (PCPI) and the standardized patent competitiveness index (avgPCPI). It is possible to determine whether or not there is a strong central technology in association with the scale of diversification.
In FIG. 21, companies are arranged in order of numerical values of patent competitiveness index (PCPI), and in FIG. 22, companies are arranged in order of standardized patent competitiveness index (avgPCPI). Looking at these figures, companies that were ranked high in the patent competitiveness index (PCPI), such as IS and KW, were ranked low in the ranking of the standardized patent competitiveness index (avgPCPI). There are companies that have become. In addition, companies such as RE and SA, which were positioned lower in the ranking of the patent competitiveness index (PCPI), looked higher in the ranking of the standardized patent competitiveness index (avgPCPI). Some companies are out there.
In this way, by displaying the ranks of the Patent Competitiveness Index (PCPI) and the Standardized Patent Competitiveness Index (avgPCPI) together, is it a company that has relatively comprehensive technical capabilities in various fields? It is possible to consider and judge various positions related to the technological development of each company while comparing whether the company has a characteristic technology in a special field.
For example, as shown in the figure, IS and KW, which were third and fourth in the patent competitiveness index (PCPI), are 45th and 42nd in the standardized patent competitiveness index (avgPCPI). And the rank is lower. Although these two companies have comprehensive technical capabilities in various fields, it can be determined that they do not have technologies that are characteristic in special fields.
On the other hand, MI has a high patent competitiveness index (PCPI) far from other companies. This is considered to indicate that inventions such as patents are most diversified. This degree of diversification works favorably in the direction of calculating a large value of the patent competitiveness index (PCPI). The large value of the Patent Competitiveness Index (PCPI) can be considered to surely reflect that MI has strong technical competitiveness. This is because even if patents and other inventions are diversified, if we do not secure a share in the technical field such as each IPC subclass, we will not be able to check other companies' research and development and patent applications. This is because only an excessively small value is added in the calculation of (PCPI).
Also, the fact that MI can file patent applications in the technical fields of a number of IPC subclasses can be considered as having accumulated much technical knowledge. Furthermore, MI can be considered as having 9th place in the standardized patent competitiveness index (avgPCPI) value and also possessing distinctive technology.
Therefore, MI is a very traditional company, and the accumulation of technology has been accumulated over many years, and it is considered that it has an overwhelming technological patent competitiveness.
In addition, TS is classified as “centralized” in the category based on the patent diversification index (PDI), ranked second in the ranking of patent competitiveness index (PCPI), and standardized patent competitiveness index (avgPCPI). ) Is ranked first. This suggests that TS has strong technical competitiveness and has unique technologies.
In this way, by calculating and displaying the diversification index (PDI), patent competitiveness index (PCPI), and standardized patent competitiveness index (avgPCPI), the company's technical capabilities and competitiveness can be quickly and more qualified. It becomes possible to judge. In addition, it is easy to compare with other companies with different management scales.
In FIG. 23, when calculating and outputting indices relating to technological development capabilities such as diversification index (PDI), patent competitiveness index (PCPI), and standardized patent competitiveness index (avgPCPI) when making corporate value judgments A flowchart is shown.
In S501 “Company Value Evaluation, Company Selection”, the information processing means 380 receives a display command for selecting a company from the user via the input means 370 such as a keyboard and the bus 399, and records based on the instruction. Display data for selecting a company is read from the means 384, converted into an image signal for display, and output to the display interface 373. The display interface 373 that has acquired display data from the information processing unit 380 converts the display data into display data corresponding to the display unit 372 and outputs the display data. The display unit 372 displays a screen based on the display data input from the display interface 373. To notify users.
While viewing the company selection screen displayed on the display unit 372, the user inputs information for specifying one or more companies to be surveyed via the input unit 370. The information input here may be a company name, a company code, or a company may be selected from a company selection screen. Information specifying the company input by the user via the input means 370 is read by the information processing means 380 via the bus 399.
When the information processing unit 380 inputs appropriate company specific information, the information processing unit 380 reads display data of a display menu for selecting the type of index for evaluating the company value from the recording unit 384 and displays the display image. The signal is converted into a signal and output to the display interface 373, and for example, a corporate value evaluation menu as shown in FIG.
In the next S502 “Corporate Value Evaluation, Menu Selection”, the user selects a desired index for evaluating the corporate value while viewing the corporate value evaluation menu displayed on the display means 372, and inputs that information. To do.
When selecting an index for determining corporate value from the corporate value evaluation menu shown in FIG. 24, the user selects “business, revenue, market evaluation”, “R & D, patent related”, “patent portfolio related”, etc. A desired index is selected from the selection menu. In the example shown in the figure, the user selects the “(PAP) patent application portfolio analysis” item belonging to the “patent portfolio related” field, and concentrates the technology development field of a specific company as the type of index to be calculated. In the example, “(PDI) Patent Diversification Index”, which is one of indexes indicating the degree of diversification, is selected from the pull-down menu. In the example shown in the figure, the mark of the selected item part is changed from □ to ■.
If the user wishes to calculate the “(PCPI) Patent Competitiveness Index” belonging to the “patent portfolio related” field, a pull-down menu of “(PCPI) Patent Competitiveness Index” as shown in FIG. Choose from.
When the user inputs information for selecting an index related to the patent portfolio, the input information is transmitted to the information processing means 380, and sets a flag for determining the calculation formula of the index to be calculated, and the index of the index selected by the user. A selection mark is displayed on the part, and the set information is notified to the user.
When the user wishes to calculate the index based on the number of claims in the patent application, the user selects “(PA) patent application related index” from the “R & D patent related” selection menu. . Then, the information processing means 380 outputs an instruction to display on the display means 372 a pull-down menu in which items related to “(PA) patent application related index” as shown in FIG. 26 are described. The user selects a desired number of parameters from the pull-down menu displayed on the display means 372. In the example shown in the figure, an example is shown in which “number of claims applied”, which is an item necessary for calculation, is selected.
When the user inputs information for selecting a parameter related to “R & D patent related”, the input information is transmitted to the information processing means 380, and a flag for determining the parameter of the index to be calculated is set and the user selects A selection mark is displayed in the part of the parameter, and the set information is notified to the user.
If the user wishes to investigate the correlation between the indicators of the invention and the business and profitable market value of a specific company, the user can select from the “business, profitable and market value related” selection menu. “(C) Revenue-related index” is selected. Then, the information processing means 380 outputs an instruction to display on the display means 372 a pull-down menu in which items related to “(C) revenue related index” as shown in FIG. The user selects a desired profit-related index from the pull-down menu displayed on the display means 372. In the example shown in FIG. 28, “GBP” (manufacturing sales profit) is selected.
When the user inputs information for selecting an item related to “(C) revenue-related index”, the input information is transmitted to the information processing means 380, and sets a flag for determining the calculation formula of the index to be calculated and used. A selection mark is displayed at the index selected by the user, and the set information is notified to the user.
When the user selects the “set” button and the process of selecting the type of index for evaluating the enterprise value is completed, the information processing means 380 sets the input condition for evaluating the enterprise value from the recording means 384. The display data of the screen is read out, converted into an image signal for display, and output to the display interface 373. For example, a corporate value evaluation input condition setting screen as shown in FIG.
While viewing the corporate value evaluation input condition setting screen displayed on the display means 372, the user selects a desired condition for evaluating the corporate value and inputs that fact.
Based on the display of the enterprise value evaluation input condition setting screen shown in FIG. 29, the user selects the conditions of “target document” and “data read” when calculating an index for judging the enterprise value. In the example shown in the figure, the user selects “published patent” and “registered patent” as the conditions of “target document”. In the example shown in the figure, the user selects “own DB1” as the condition of “data read”.
When the user inputs the “target document” and “data read” conditions, the input information is transmitted to the information processing means 380, and the user inputs the “target document” and “data read” conditions. An item flag is set and a selection mark is displayed at the index selected by the user to notify the user of the set information.
When the user selects the “Setting” button and completes the input about the conditions of “target document” and “read data”, the information processing means 380 then inputs the enterprise value evaluation input condition as shown in FIG. The display data of the setting screen is read from the recording unit 384, and an instruction to display on the display unit 372 is output via the display interface 373. The user selects a desired evaluation target company while looking at the enterprise value evaluation input condition setting screen displayed on the display means 372. In the example shown in the figure, an example is shown in which the user selects “Electrical equipment industry” from “Industry”, which is a large classification among the targets of company evaluation.
In addition, the user selects “Company”, which is a detailed classification of individual companies, etc., from the enterprise value evaluation target, and specifies input conditions such as “Company name”, “Company code”, “Applicant code”, etc. It is possible. When the user selects the “target” on the right side while viewing this screen and further selects a company, the company name, company code, or applicant code is input.
When the user selects the “setting” button and completes the input condition setting for the enterprise value evaluation, the input information is transmitted to the information processing means 380, and the flag of the company to be the “target” input by the user is set. At the same time, a selection mark is displayed on the index portion selected by the user, information such as the set company name, company code, and applicant code is displayed on the display means 372, and the set information is notified to the user.
When the user selects the “Setting” button and the setting of the enterprise value evaluation input condition is completed, the information processing means 380 records the display data of the enterprise value evaluation output condition setting screen as shown in FIG. An instruction to be read from the means 384 and displayed on the display means 372 via the display interface 373 is output. The user selects a desired display form while viewing the corporate value evaluation output condition setting screen displayed on the display means 372. In the example shown in the figure, the user selects “one map” as information relating to “map position”, selects the patent diversification index “PDI” as “output data”, and sets the amount of information to be output and displayed. An example in which “the top 20” is selected is shown.
When the user selects the “Setting” button and the setting of the enterprise value evaluation output condition is completed, the processing performed by the information processing means 380 proceeds to the processing of S503 “Select combination”. When the user designates the execution of the calculation related to management finance related to “business, profit, market value”, the processing performed by the information processing means 380 proceeds to the processing of S604 “acquire management financial information”. , When “R & D patent related” or “patent portfolio related” calculation is designated, the processing performed by the information processing means 380 proceeds to the processing of S504 “obtain patent information”.
When the user designates a single operation of the patent diversification index (PDI), the combination processing is not selected and only the processing after S504 is performed.
For example, when the user instructs the calculation of the patent diversification index (PDI), in S504, the information processing means 380 reads each company from the database 20 based on the information related to the calculation processing related to the patent portfolio and the specified company. The patent publication and related information are acquired, and processing for extracting the IPC subclass, the number of patent applications, the number of claims of the patent application, and other information necessary for the calculation is performed. When the patent information acquisition process is completed, the process performed by the information processing unit 380 proceeds to the process of the next S505 “calculation of patent information”.
In step S505, the information processing unit 380 uses the patent information acquired in step S504, the portfolio-related arithmetic expression input from the user, and the calculation formula in which a flag is set based on the company name and the like. Processing for calculating an index is performed.
FIGS. 32 and 33 exemplify “business, revenue, and market evaluation-related” indexes calculated by the company evaluation apparatus according to the present invention and their calculation formulas.
As shown in the figure, the indicator groups are “(A) Investment”, “(B) Management Financial Analysis”, “(C) Revenue Related”, “(D) Excess Revenue Analysis”, “(M ) “Market Evaluation Related” and “(PE) Patent Profitability”, and each group shows an example of the name of each index and its approximate calculation formula.
FIG. 34 and FIG. 35 show examples of “R & D patent-related” indices calculated by the company evaluation apparatus according to the present invention as a list.
As shown in the figure, the indicator groups are “(R) R & D related”, “(PA) patent application related”, “(PB) examination request related”, and “(PT) patent acquisition (registration) related”. ”,“ (PP) Patent Productivity ”, and“ (PS) Patent Stock Related ”are provided, and in each group, an example of the name of each index and an approximate calculation formula thereof are shown.
FIG. 36 shows a list of examples of “patent portfolio related” indexes calculated by the company evaluation apparatus according to the present invention.
As shown in the figure, “(PA, P) patent portfolio analysis”, “(PAK) feature keyword”, and “(PSI) patent similarity analysis” are provided as index groups. In each group, an example of the name of each index and an approximate calculation formula are shown.
When the calculation processing of the index related to the patent is completed in S505, the processing performed by the information processing unit 380 next proceeds to the processing of S506 “Summary of calculation results of patent information”.
In S506, the information processing unit 380 classifies the specific company into a predetermined category based on the calculation result of the index related to the patent, and performs a calculation process such as a predetermined rank classification to organize various calculation results. Do.
When the arrangement of the various calculation results is completed in S506, the process performed by the information processing unit 380 proceeds to the next S507 “graph generation” process.
On the other hand, if the user selects “(C) Revenue Related Index” from “Business, Revenue, Market Evaluation Related” (see FIG. 27), and further selects “GBP” (Manufacturing Sales Profit) When a combination of “patent portfolio related” calculation and other items is desired as in the above, the processing performed by the information processing means 380 proceeds to S604 “acquire management financial information”.
In S604, the information processing means 380 acquires various information such as information indicating the company's scale, company financial information, and company combination information from the database 20, and executes management in the next S605 “Calculation of Management Financial Information”. Calculate financial information.
When the calculation processing of the management financial information is completed in S605, the next processing executed by the information processing means 380 proceeds to S606 "Organization of calculation results of management financial information", performs the calculation processing of the management financial information, and the next S507 Proceed to
In S507, the information processing unit 380 calculates the calculation result of the patent information calculated in S505, the various calculation results arranged in S506, the calculation result of the management financial information calculated in S605, or the various management finances arranged in S606. A table or graph is generated by applying the calculation result of the information to a display format corresponding to the index or the calculation result, and converted into display data.
In next step S508, the information processing unit 380 outputs the display data of the table or graph generated in step S507 to the display interface 373 and causes the display unit 372 to display the display data.
By browsing the table or graph displayed in S508, the user can diversify the invention of each company, the competitiveness of the invention, or the relationship between the information related to these unique inventions and management financial information, etc. It becomes possible to judge corporate value easily and accurately using a unique index.
Depending on the items of company evaluation designated by the user, the information processing means 380 may further rank the company to determine the company value. In this case, the information processing means 380 reads a predetermined threshold value and the like in S509 “Company Value Determination” to determine the company value, and then outputs the numerical value, graph, etc., and ends the calculation processing of various indexes.
FIG. 37 shows an example of a determination method of a graph in which the patent competitiveness index (PCPI), which is one form of patent information, is represented on the horizontal axis, and the manufacturing sales profit, which is one form of management financial information, is represented on the vertical axis.
Generally speaking, the relationship between the Patent Competitiveness Index (PCPI) or the Standardized Patent Competitiveness Index (avgPCPI) or the Patent Diversification Index (PDI) and the manufacturing and sales profit (GBP) is as shown in FIG. Can be divided into
The vertical and horizontal cross lines in the center of the graph are lines indicating the average values of the vertical and horizontal axes. Companies belonging to the group in the upper right of the figure have high manufacturing and sales profits, and the Patent Competitiveness Index (PCPI) also shows a large value, so companies belonging to this group are companies with good profitability and strong patent competitiveness. Can be determined.
In addition, the companies belonging to the group on the lower left in the figure have low manufacturing and sales profits, and the patent competitiveness index (PCPI) also shows a small value. Therefore, the companies belonging to this group have poor profitability and patent competitiveness. It can be judged that the company is weak.
FIG. 38 is a diagram showing the relationship between the patent competitiveness index (PCPI) and the manufacturing sales profit (GBP) of companies belonging to the chemical sector.
In FIG. 38, a straight line of average values is drawn with respect to the position of each company in the chemical industry using a method such as a least square method. It can be determined that the company located on the upper right side of the straight line of the average value has strong patent competitiveness in a relatively wide variety of technical fields and also has corporate profitability.
In addition, even if the company is located in the upper right of the graph, the company located below the average straight line can be judged as having poor profitability, although it has patent competitiveness in the chemical industry as a whole. . Companies below the average line in the lower left can be judged to be poor companies with poor patent competitiveness and poor profitability in the chemical industry as a whole. In addition, even if the company is located on the left side of the graph, it is not so strong in the chemical industry as a company that is located above the average line, but it is a profitable company. It can be judged that there is.
FIG. 39 is a diagram showing the relationship between the standardized patent competitiveness index (avgPCPI) and the manufacturing and sales profit (GBP) of companies belonging to the chemical sector.
As in the case of FIG. 39, a straight line of average values is drawn for each company position in the chemical industry using a method such as a least square method. It can be determined that the company on the upper right side of the average value straight line has strong patent competitiveness in a special technical field and also has corporate profitability.
Even if the company is located in the upper right of the graph, the company located below the average straight line is judged to be slightly weak in profitability, although it is patent competitive in the special technical field of the chemical industry. can do. Companies below the average line in the lower left can be judged as part of the chemical industry, which has poor patent competitiveness and poor profitability. In addition, even if the company is located on the left side of the graph, it is not so strong in a special field in the chemical industry, but profitability is good in the case of a company located above the average line. Can be judged as a company.
As described above, it is possible to compare the relationship between the competitiveness of the invention and the manufacturing and sales profit for each industry by representing the relationship between the competitiveness relating to the invention of the company and the manufacturing and sales profit. Further, it is possible to compare a predetermined industry with other industries, and it is possible to easily determine the position of the survey target company in the entire company.
FIG. 40 is a diagram showing the relationship between the patent diversification index (PDI) and the manufacturing and sales profit (GBP) of all companies.
As shown in the figure, by looking at the combination of patent diversification index (PDI) and manufacturing and sales profit (GBP) of all companies, it is possible to comprehensively express the value evaluation of the companies.
In particular, companies that exist on the right side of the graph in the figure and are positioned at the top of the average value line have diversified patent applications, and they are also applying for superiority in their respective departments. Is called. When judged comprehensively, this company can be judged to have excellent technology development ability and profitability, and can be judged as a notable company.
In addition, as an index indicating the difference between the manufacturing sales profit (GBP) of each company and the average value in the same industry, excess manufacturing sales profit (excess GBP) may be adopted.
The following formula shows the calculation formula for calculating excess manufacturing sales profit (excess GBP).
Figure 2005050511
Excess manufacturing and selling profit (excess GBP) is a numerical value indicating the portion of the business revenue obtained by a certain company through manufacturing and selling activities that exceeds the industry average. By using excess manufacturing sales profit (excess GBP), it is possible to properly compare with other companies in the same industry, and determine whether the surveyed company is superior or inferior to the industry average It can be easily performed.
In addition to the comparison shown in FIG. 39 or FIG. 40, a combination of excess manufacturing sales profit (excess GBP) and patent competitiveness index (PCPI), standardized patent competitiveness index (avgPCPI) or patent diversification index (PDI) May be displayed on a single graph.
FIG. 41 is a diagram showing the relationship between the patent competitiveness index (PCPI) and excess GBP in the chemical industry.
As shown in the figure, companies located in the upper right of the average line have superior patent competitiveness in a wide range of technical fields, and they have superior business profitability compared to other companies in the same industry. Judgment can be made.
Conversely, companies located in the lower left of the figure and below the average line are less competitive in patents in a wide range of technical fields. Can be judged to be a weak company.
In addition, companies located below the average line on the right side of the figure can be judged to be companies that have strong patent competitiveness in a wide range of technical fields but weak business profitability. In addition, it can be determined that a company positioned higher than the straight line of the average value is a company that has strong patent competitiveness and high business profits in the same industry.
FIG. 42 is a diagram showing the relationship between the standardized patent competitiveness index (avgPCPI) and excess GBP in the chemical industry.
The company that is plotted far apart on the upper right in the figure has a characteristic technical field, and it can be judged that the company has excellent business profitability in the same industry. . Companies located on the right side of the figure and below the average straight line have relatively distinct technical fields, but may be judged as companies with weak business profitability within the same industry. it can. In addition, it is possible to determine that a company that exists in the lower left as shown in the figure and is located below the average line does not have a characteristic technology and has a weak business profitability.
FIG. 43 is a diagram showing the relationship between the patent diversification index (PDI) and excess GBP of each company in the chemical industry.
As shown in the figure, a considerable number of companies in the chemical industry belong to the general model (90 to less than 96), and there are only four companies that are above the average line, and only one company has a large business profit. It shows that power is strong. By looking at each industry in this way, it becomes clear whether the characteristics of the industry and whether the company being surveyed is a company with strong profitability or a company with weak profitability, and judge corporate value. It will be useful above.

本発明によれば、技術文献を技術文献データベースから取得する技術文献取得手段と、取得した技術文献を技術分野別に分類して技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、取得した技術文献を技術分野別に分類して企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、算出した技術分野別寡占スコアを表示手段等に出力する出力手段とを備えたので、所定の技術分野における発明や技術力の寡占状態若しくは競争状態を表示することが可能となる。
また本発明によれば、所定の閾値と技術分野別寡占スコアとを比較して、所定の技術分野における発明数が特定の企業の寡占状態にあるか、又は、多くの企業による競争状態にあるかを判断する技術分野別寡占状態判断手段と、技術分野別寡占状態判断手段が判断した寡占状態又は競争状態を示す指標を表示手段等に出力する出力手段とを備えたので、所定の技術分野における発明や技術力の寡占状態若しくは競争状態をわかり易く絶対的に表示することが可能となる。
また本発明によれば、所定の閾値と技術分野別寡占スコアとを比較して、所定の技術分野における発明数が特定の企業の寡占状態にあるか、又は、多くの企業による競争状態にあるかを判断する技術分野別寡占状態判断手段と、技術分野別寡占スコアの数値又は棒グラフによる表示と寡占状態にあるか又は競争状態にあるかの判断結果を同一の枠内又は隣接する位置に表示するための表示用データを生成する表示用データ生成手段と、表示用データを表示手段等に出力する出力手段とを備えたので、所定の技術分野における発明数が特定の企業の寡占状態にあるか否かと、調査対象の企業が当該技術分野においてどの程度の技術的なシェアを有しているかを併せて表示することが可能となる。また、所定の技術分野が多くの企業による競争状態にあって、調査対象の企業が発明について僅かなシェアしか有していない場合には、その調査対象の企業は当該技術分野において現状では優位な状況にないとの判断を容易に行なうことが可能となる。
また本発明によれば、技術文献を技術文献データベースから取得する技術文献取得手段と、取得した技術文献を企業別に分類して企業別全発明数を抽出する企業別全発明数抽出手段と、取得した技術文献を技術分野別に分類して企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、企業別技術分野別発明数を企業別全発明数で除算して企業別技術分野別発明数シェアを算出し、企業別技術分野別発明数シェアをkb乗(但し、kb>0)したものを特定の企業内において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別寡占スコアを算出する企業別寡占スコア算出手段と、算出した企業別寡占スコアを表示手段等に出力する出力手段とを備えたので、企業別寡占スコアの値が小さい程各技術分野に技術力が多角化していることを示すことが可能となり、企業別寡占スコアの値が大きい程一技術分野に技術力が集中していることを示すことが可能となる。従って利用者は、特定の企業の技術開発分野の集中、多角化の度合いを容易に知ることが可能となり、同一の計算手法を用いて算出した他企業の特許多角化指数と比較することにより、所定の技術開発分野の集中、多角化の度合いを比較することが可能となる。
また本発明によれば、所定の閾値と企業別寡占スコアとを比較して特定の企業における発明数が特定の技術分野に集中しているか、又は、多くの技術分野に多角化しているかを表す図形又は文言を用いて区分する企業別多角化区分手段と、図形又は文言による区分の表示用データを表示手段等に出力する出力手段とを備えたので、特定の企業における技術力が各技術分野に多角化しているか、又は、技術力が一の技術分野に集中しているかを判断することが可能な指標をわかり易く絶対的に提示することが可能となる。
また本発明によれば、1から企業別寡占スコアを減算した多角化指数、又は、1から企業別寡占スコアを減算した値に100を乗算した多角化指数を算出する多角化指数算出手段と、所定の閾値と多角化指数とを比較して特定の企業における発明数が特定の技術分野に集中しているか、又は、多くの技術分野に多角化しているかを表す図形又は文言を用いて区分する企業別多角化区分手段と、図形又は文言による区分の表示用データを表示手段等に出力する出力手段とを備えたので、特許多角化指数の値が大きい程各技術分野に技術力が多角化していることを示すことが可能となり、特許多角化指数の値が小さい程一技術分野に技術力が集中していることを示すことが可能となる。従って利用者は、特定の企業の技術開発分野の集中、多角化の度合いを容易に知ることが可能となり、同一の計算手法を用いて算出した他企業の特許多角化指数と比較することにより、所定の技術開発分野の集中、多角化の度合いを比較することが可能となる。
また本発明によれば、技術文献を技術文献データベースから取得する技術文献取得手段と、取得した技術文献を技術分野別に分類して技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、取得した技術文献を技術分野別に分類して企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、技術分野別企業別発明数シェアと前記技術分野別寡占スコアとを乗算して技術分野別強調寡占スコアを算出する技術分野別強調寡占スコア算出手段と、算出した技術分野別強調寡占スコアを表示手段等に出力する出力手段とを備えたので、所定の技術分野における発明数のシェアが大きい場合にはその企業によって寡占状態が形成されており、この値が大きいほど当該企業の発明から見た技術開発力の総合力が大きいことが判断できる。これによって、株の購入または売却を検討するにあたって企業の将来性を検討する際に利用したり、共同開発する企業を選択する際の目安や、就職先の判断として利用することも可能となる。
また本発明によれば、技術文献を技術文献データベースから取得する技術文献取得手段と、取得した技術文献を技術分野別に分類して技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、取得した技術文献を技術分野別に分類して企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、技術分野別企業別発明数シェアと前記技術分野別寡占スコアとを乗算して技術分野別強調寡占スコアを算出する技術分野別強調寡占スコア算出手段と、技術分野別強調寡占スコアを特定の企業において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別競争力スコアを算出する企業競争力スコア算出手段と、算出した企業競争力スコアを表示手段等に出力する出力手段とを備えたので、特許競争力スコアの値が大きく算出されるほど、発明から見た技術開発力の総合力が大きいことを提示することが可能となる。
また本発明によれば、所定の閾値と企業競争力スコアとを比較して、特定の企業の発明に関する競争力を表す図形又は文言を用いて区分する企業競争力スコア区分手段と、図形又は文言による区分の表示用データを生成する表示用データ生成手段と、表示用データを表示手段等に出力する出力手段とを備えたので、特定企業の特許競争力指数の位置づけを星の数や企業のタイプとして表現することによって、発明に関する競争力を見易く表現することが可能となり、特許出願件数や特許出願の請求項数、IPCサブクラスの分類等について敢えて調査しなくても、複数の企業間の発明に関する競争力をわかり易く提示することが可能となる。また、閾値に全企業の企業競争力スコアの平均値、又は標準偏差を用いることによって企業間での相対評価を行なうことが可能となり、平均を上回った企業や下回った企業を際立たせ、特定企業の特許競争力の優劣を提示することが可能となる。
また本発明によれば、技術文献を技術文献データベースから取得する技術文献取得手段と、取得した技術文献を技術分野別に分類して技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、取得した技術文献を技術分野別に分類して企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、技術分野別企業別発明数シェアと前記技術分野別寡占スコアとを乗算して技術分野別強調寡占スコアを算出する技術分野別強調寡占スコア算出手段と、技術分野別強調寡占スコアを特定の企業において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別競争力スコアを算出する企業競争力スコア算出手段と、企業別競争力スコアを技術分野数で除算して規格化企業競争力スコアを算出する規格化企業競争力スコア算出手段と、算出した規格化企業競争力スコアを表示手段等に出力する出力手段とを備えたので、企業における技術分野の広さにとらわれない技術開発力の大きさを提示することが可能となる。
また、技術分野が広い企業であっても技術分野が狭い企業であっても対等に発明に関する競争力を対比することが可能となる。
また本発明によれば、所定の閾値と規格化企業競争力スコアとを比較して特定の企業の発明に関する競争力を表す図形又は文言を用いて区分する規格化企業競争力スコア区分手段と、図形又は文言による区分の表示用データを生成する表示用データ生成手段と、表示用データを表示手段等に出力する出力手段とを備えたので、発明に関する規格化した競争力を見易く表現することが可能となる。また、閾値に全企業の企業競争力スコアの平均値、又は標準偏差を用いることによって企業間での相対評価を行なうことが可能となり、平均を上回った企業や下回った企業を際立たせ、特定企業の特許競争力の優劣を提示することが可能となる。
また本発明によれば、技術文献を技術文献データベースから取得する技術文献取得手段と、取得した技術文献を技術分野別に分類して技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、取得した技術文献を技術分野別に分類して企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、記技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、技術分野別企業別発明数シェアと前記技術分野別寡占スコアとを乗算して技術分野別強調寡占スコアを算出する技術分野別強調寡占スコア算出手段と、技術分野別強調寡占スコアを特定の企業において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別競争力スコアを算出する企業競争力スコア算出手段と、取得した技術文献の日付情報に基づいて特定企業における発明数の伸び率と全企業における発明数の伸び率とを取得する発明伸び率取得手段と、特定企業における発明数の伸び率から全企業における発明数の伸び率を減算して特定企業の超過成長率を算出する超過成長率算出手段と、超過成長率に1を加算した値に企業競争力スコアを乗算して企業競争力指数を算出する企業競争力指数算出手段と、企業競争力指数を表示手段等に出力する出力手段とを備えたので、発明に関する競争力について企業全体の伸び率を加味した評価を行なうことが可能となる。
また本発明によれば、所定の閾値と算出した企業競争力指数とを比較して特定の企業の発明に関する競争力を表す図形又は文言を用いて区分する企業競争力指数区分手段と、図形又は文言による区分の表示用データを生成する表示用データ生成手段と、表示用データを表示手段等に出力する出力手段とを備えたので、全企業の伸び率を加味した発明に関する競争力を見易く表現することが可能となる。
また本発明によれば、技術文献を技術文献データベースから取得する技術文献取得手段と、取得した技術文献を技術分野別に分類して技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、取得した技術文献を技術分野別に分類して企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、技術分野別企業別発明数シェアと前記技術分野別寡占スコアとを乗算して技術分野別強調寡占スコアを算出する技術分野別強調寡占スコア算出手段と、技術分野別強調寡占スコアを特定の企業において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別競争力スコアを算出する企業競争力スコア算出手段と、取得した技術文献の日付情報に基づいて特定企業における発明数の伸び率と全企業における発明数の伸び率とを取得する発明伸び率取得手段と、特定企業における発明数の伸び率から全企業における発明数の伸び率を減算して特定企業の超過成長率を算出する超過成長率算出手段と、超過成長率に1を加算した値に企業競争力スコアを乗算して企業競争力指数を算出する企業競争力指数算出手段と、企業別競争力指数を技術分野数で除算して規格化企業競争力指数を算出する規格化企業競争力指数算出手段と、規格化企業競争力指数を表示手段等に出力する出力手段とを備えたので、全企業の伸び率を加味するとともに企業の技術分野の広さにとらわれない技術開発力の大きさを提示することが可能となる。また、技術分野が広い企業であっても技術分野が狭い企業であっても対等に発明に関する競争力を対比することが可能となる。
また本発明によれば、所定の閾値と算出した規格化企業競争力指数とを比較して特定の企業の発明に関する競争力を表す図形又は文言を用いて区分する規格化企業競争力指数区分手段と、図形又は文言による区分の表示用データを生成する表示用データ生成手段と、表示用データを表示手段等に出力する出力手段とを備えたので、全企業の伸び率を加味した発明に関する規格化競争力を見易く表現することが可能となる。
また本発明によれば、技術分野の分類に特許文献等に記載されているIPCセクション、IPCクラス、IPCサブクラス、IPCメイングループ、IPCサブグループ、Fターム、FI、ファセット、技術文献に含まれるキーワードを用いたので、公開されている特許文献を用いて発明の寡占状態、多角化状態、競争力等を算出して利用者に提示することが可能となる。
また本発明によれば、技術文献として、特許公報、公開特許公報、実用新案公報、公開実用新案公報、公表公報、再公表公報、外国公報、審決公報、経過情報、又は公開技報を用いたので、公開されている特許文献を用いて発明の寡占状態、多角化状態、競争力等を算出して利用者に提示することが可能となる。
また本発明によれば、技術分野別全発明数、企業別技術分野別発明数等における発明数として、特許又は実用新案の出願件数、出願請求項数、登録件数、登録請求項数、審査請求件数、審査請求した請求項数、登録査定件数、登録査定請求項数、拒絶査定件数、拒絶査定請求項数、審判請求件数、審判請求の請求項数又はこれらの比率を用いたので、公開されている特許文献を用いて発明の寡占状態、多角化状態、競争力等を算出して利用者に提示することが可能となる。
また本発明によれば、企業別寡占スコアの区分又は多角化指数の区分と、企業競争力スコアの区分又は規格化企業競争力スコアの区分とを関連づけて表示するための表示用データを生成する表示用データ生成手段と、表示用データを表示手段等に出力する出力手段とを備えたので、発明に基づく企業の寡占状態と発明に関する競争力との関係をわかり易く表示することが可能となる。
また本発明によれば、企業別寡占スコアの区分又は多角化指数の区分と、企業競争力指数の区分又は規格化企業競争力指数の区分とを関連づけて表示するための表示用データを生成する表示用データ生成手段と、表示用データを表示手段等に出力する出力手段とを備えたので、発明に基づく企業の寡占状態と発明に関する競争力との関係をわかり易く表示することが可能となる。
また本発明によれば、企業別寡占スコアの区分又は多角化指数の区分と、企業別競争力スコア若しくは規格化企業競争力スコア、又は、企業競争力指数若しくは規格化企業競争力指数とを関連づけて表示するための表示用データを生成する表示用データ生成手段と、表示用データを表示手段等に出力する出力手段とを備えたので、発明に基づく企業の寡占状態と発明に関する競争力との関係をわかり易く表示することが可能となる。
また本発明によれば、企業の規模を示す情報若しくは企業の財務情報等の経営財務情報を記録する経営財務データベースから調査対象の企業の経営財務情報を取得する経営財務情報取得手段と、企業別寡占スコア、技術分野別強調寡占スコア、企業競争力スコア、規格化企業競争力スコア、企業競争力指数、又は規格化企業競争力指数と、取得した調査対象の企業の経営財務情報との関係を企業毎にグラフ又は図表にて表示するための表示用データを生成する表示用データ生成手段と、表示用データを表示手段等に出力する出力手段とを備えたので、発明に関する技術力と経営財務情報とを併せて企業の状況をより的確に判断することが可能となる。
また本発明によれば、経営財務情報として入手の可能な、売上高、売上げ利益、営業利益、売上げ利益率、営業利益率、総資産時価総額比率、株主資本時価総額比率、売上高時価総額比率、製造販売利益時価総額比率、営業利益時価総額比率、総資産製造販売利益率、株主資本製造販売利益率、総資産営業利益率、株主資本営業利益率、株主資本比率、時価総額株主資本差額、研究開発費、売上高研究開発費比率、製造販売利益研究開発費比率、製造販売利益率、又は製造販売利益等の会社の財務情報を用いたので、発明に関する技術力と経営財務情報とを併せて企業の状況をより的確に判断することが可能となる。
According to the present invention, technical document acquisition means for acquiring technical documents from a technical document database, and total number of invention extraction means by technical field for classifying the acquired technical documents by technical field and extracting the total number of inventions by technical field; Categorizing the acquired technical literature by technical field and extracting the number of inventions by technical field by company, and dividing the number of inventions by technical field by company by the total number of inventions by technical field. Calculating the share of the number of inventions by company in each technical field, and multiplying the number of inventions by company in the technical field by the ka power (however, ka> 1) for each company having at least one invention in a given technical field. And calculating an oligopoly score for each technical field and an output means for outputting the calculated oligopoly score for each technical field to a display means. Departure It is possible to display the oligopoly or competitive state of and technology.
Further, according to the present invention, the predetermined threshold is compared with the oligopoly score by technical field, and the number of inventions in the predetermined technical field is in an oligopoly state of a specific company, or is in a competitive state by many companies. And an output means for outputting an index indicating the oligopoly state or the competition state determined by the technical field-specific oligopoly state determination means to a display means or the like. Thus, the oligopoly state or the competitive state of the invention and the technical ability can be displayed in an easy-to-understand and absolute manner.
Further, according to the present invention, the predetermined threshold is compared with the oligopoly score by technical field, and the number of inventions in the predetermined technical field is in an oligopoly state of a specific company, or is in a competitive state by many companies. Occupation status judgment means by technology field, and display of the numerical value of the oligopoly score by technology field or a bar graph and the judgment result of whether it is in an oligopoly state or a competition state in the same frame or adjacent positions Display data generating means for generating display data for output and output means for outputting the display data to the display means or the like, the number of inventions in a predetermined technical field is in an oligopolistic state of a specific company It is possible to display whether or not the surveyed company has a technical share in the technical field. In addition, when a given technical field is in a competitive state with many companies and the surveyed company has only a small share of the invention, the surveyed company is currently superior in the technical field. It is possible to easily determine that there is no situation.
Further, according to the present invention, technical document acquisition means for acquiring technical documents from a technical document database, all-invention number extraction means by company for classifying the acquired technical documents by company and extracting the total number of inventions by company, and acquisition The technical literature is classified by technical field and the number of inventions by company technical field for extracting the number of inventions by company technical field, and the number of inventions by technical field by company is divided by the total number of inventions by company by company. Calculate the share of the number of inventions by technical field, add the number of inventions by technical field share by company to the power of kb (provided that kb> 0) and add up the total for each technical field having at least one invention in a specific company. And an output means for outputting the calculated company-specific oligopoly score to the display means, etc., so that the smaller the value of the company-specific oligopoly score, Technical field Technology becomes possible to show that they are diversified, technology to about a technical field is greater value of company-based oligopoly score it is possible to indicate that are concentrated. Therefore, the user can easily know the concentration and diversification degree of technology development field of a specific company, and by comparing with the patent diversification index of other companies calculated using the same calculation method, It is possible to compare the degree of concentration and diversification in a given technical development field.
Further, according to the present invention, the predetermined threshold value and the oligopoly score for each company are compared to indicate whether the number of inventions in a specific company is concentrated in a specific technical field or diversified in many technical fields. Since it has diversification classification means for each company that classifies using figures or words, and output means that outputs display data for classification according to figures or words to the display means, etc., the technical ability of a specific company Therefore, it is possible to present an easy-to-understand and easy-to-understand index that can determine whether the technology is diversified or whether the technical capabilities are concentrated in one technical field.
Further, according to the present invention, a diversification index calculating means for calculating a diversification index obtained by subtracting the company-specific oligopoly score from 1 or a value obtained by subtracting the company-specific oligopoly score from 1 by 100; Comparing a predetermined threshold with a diversification index, and classifying using figures or words indicating whether the number of inventions in a specific company is concentrated in a specific technical field or diversified in many technical fields The company has diversified classification means for each company and output means for outputting the display data of the classification by graphic or wording to the display means etc., so that the technical diversification is diversified in each technical field as the patent diversification index value is larger The smaller the value of the patent diversification index, the more concentrated the technical ability is in one technical field. Therefore, the user can easily know the concentration and diversification degree of technology development field of a specific company, and by comparing with the patent diversification index of other companies calculated using the same calculation method, It is possible to compare the degree of concentration and diversification in a given technical development field.
According to the present invention, the technical document acquisition means for acquiring the technical literature from the technical literature database, and the total invention number extracting means for each technical field for classifying the acquired technical literature by the technical field and extracting the total number of inventions by technical field In addition, the obtained technical literature is classified by technical field and the number of inventions by technical field for extracting the number of inventions by technical field by company, and the number of inventions by technical field by company is divided by the total number of inventions by technical field. And calculate the share of the number of inventions by company in each technical field, and multiply the share of the number of inventions by company in the technical field to the ka power (however, ka> 1) for each company having at least one invention in the predetermined technical field. The technical field-specific oligopoly score is calculated by multiplying the technical field-specific oligopoly score calculating means for calculating the total sum and the technical field-specific oligopoly score by the technical field-specific invention share and the technical field-specific oligopoly score. Calculate If the share of the number of inventions in a given technical field is large, the company is provided with the output means for outputting the emphasized oligopoly score for each technical field to the display means etc. An oligopolistic state is formed by this, and it can be judged that the larger this value, the greater the total power of technological development as seen from the invention of the company concerned. As a result, it can be used when considering the future of a company when considering the purchase or sale of shares, or as a guideline for selecting a company to be jointly developed, or as a judgment of a place of employment.
According to the present invention, the technical document acquisition means for acquiring the technical literature from the technical literature database, and the total invention number extracting means for each technical field for classifying the acquired technical literature by the technical field and extracting the total number of inventions by technical field In addition, the obtained technical literature is classified by technical field and the number of inventions by technical field for extracting the number of inventions by technical field by company, and the number of inventions by technical field by company is divided by the total number of inventions by technical field. And calculate the share of the number of inventions by company in each technical field, and multiply the share of the number of inventions by company in the technical field to the ka power (however, ka> 1) for each company having at least one invention in the predetermined technical field. The technical field-specific oligopoly score is calculated by multiplying the technical field-specific oligopoly score calculating means for calculating the total sum and the technical field-specific oligopoly score by the technical field-specific invention share and the technical field-specific oligopoly score. Calculate Company competitiveness score calculation means for each technical field, and the competitive competition score for each company, by calculating the total sum by calculating the technical field-enhanced oligopoly score for each technical field having at least one invention in a specific company Competence score calculation means and output means for outputting the calculated corporate competitiveness score to the display means, etc., so that the greater the value of the patent competitiveness score is, the more comprehensive the technical development ability seen from the invention It is possible to present that is large.
Further, according to the present invention, the company competitiveness score classifying means for comparing the predetermined threshold value with the company competitiveness score and classifying using a figure or wording representing the competitiveness of the invention of a specific company, and the figure or wording Display data generating means for generating the display data of the classification according to and output means for outputting the display data to the display means, etc., so that the position of the patent competitiveness index of a specific company can be determined By expressing it as a type, it becomes possible to express the competitiveness of the invention in an easy-to-understand manner, and it is possible to invent multiple companies without having to dare to investigate the number of patent applications, the number of claims in patent applications, the classification of IPC subclasses, etc. It is possible to present the competitiveness related to In addition, by using the average value or standard deviation of the corporate competitiveness scores of all companies as the threshold value, it is possible to perform relative evaluation among companies, highlighting companies that are above or below the average, and making certain companies stand out. It is possible to present superiority or inferiority of patent competitiveness.
According to the present invention, the technical document acquisition means for acquiring the technical literature from the technical literature database, and the total invention number extracting means for each technical field for classifying the acquired technical literature by the technical field and extracting the total number of inventions by technical field In addition, the obtained technical literature is classified by technical field and the number of inventions by technical field for extracting the number of inventions by technical field by company, and the number of inventions by technical field by company is divided by the total number of inventions by technical field. And calculate the share of the number of inventions by company in each technical field, and multiply the share of the number of inventions by company in the technical field to the ka power (however, ka> 1) for each company having at least one invention in the predetermined technical field. The technical field-specific oligopoly score is calculated by multiplying the technical field-specific oligopoly score calculating means for calculating the total sum and the technical field-specific oligopoly score by the technical field-specific invention share and the technical field-specific oligopoly score. Calculate Company competitiveness score calculation means for each technical field, and the competitive competition score for each company, by calculating the total sum by calculating the technical field-enhanced oligopoly score for each technical field having at least one invention in a specific company Power score calculation means, standardized company competitiveness score calculation means for calculating the standardized company competitiveness score by dividing the competitiveness score for each company by the number of technical fields, display means for the calculated standardized company competitiveness score, etc. Therefore, it is possible to present the level of technological development capability that is not confined to the size of the technical field in the enterprise.
Further, even if the company has a wide technical field or a company with a narrow technical field, it is possible to compare the competitiveness of the invention on an equal basis.
Further, according to the present invention, a standardized company competitiveness score classification means for comparing a predetermined threshold value and a standardized corporate competitiveness score by using a graphic or wording representing the competitiveness related to the invention of a specific company, Since the display data generating means for generating the display data for the classification according to the figure or the wording and the output means for outputting the display data to the display means or the like are provided, the standardized competitiveness related to the invention can be easily expressed. It becomes possible. In addition, by using the average value or standard deviation of the corporate competitiveness scores of all companies as the threshold value, it is possible to perform relative evaluation among companies, highlighting companies that are above or below the average, and making certain companies stand out. It is possible to present superiority or inferiority of patent competitiveness.
According to the present invention, the technical document acquisition means for acquiring the technical literature from the technical literature database, and the total invention number extracting means for each technical field for classifying the acquired technical literature by the technical field and extracting the total number of inventions by technical field In addition, the obtained technical literature is classified by technical field and the number of inventions by technical field for extracting the number of inventions by technical field by company, and the number of inventions by technical field by company is divided by the total number of inventions by technical field. For each company that has at least one invention in a predetermined technical field, the share of the number of inventions by company by technology field is calculated, and the share of the number of inventions by company by technology field is raised to the ka power (where ka> 1). Summing up and calculating the total sum and calculating the oligopoly score by technical field, and multiplying the share of the number of inventions by company by technical field and the oligopoly score by technical field to multiply the oligopoly by technical field Score Companies that calculate the technical field-specific emphasized oligopoly score and the technical fields-based emphasized oligopoly score for each technical field that has at least one invention in a specific company, calculate the sum, and calculate the company-specific competitiveness score Competitiveness score calculation means, invention growth rate acquisition means for acquiring the growth rate of the number of inventions in a specific company and the growth rate of the number of inventions in all companies based on the date information of the acquired technical literature, and the number of inventions in a specific company The excess growth rate calculation means for calculating the excess growth rate of a specific company by subtracting the growth rate of the number of inventions in all companies from the growth rate of the company, and multiplying the excess growth rate by 1 and multiplying by the company competitiveness score Since it has a company competitiveness index calculation means for calculating the company competitiveness index and an output means for outputting the company competitiveness index to the display means, etc. It is possible to perform evaluation in consideration.
Further, according to the present invention, the company competitiveness index classification means for comparing the predetermined threshold value with the calculated company competitiveness index using a graphic or wording representing the competitiveness related to the invention of a specific company, Since the display data generation means for generating the display data for the classification according to the wording and the output means for outputting the display data to the display means, etc., it is easy to see the competitiveness of the invention considering the growth rate of all companies It becomes possible to do.
According to the present invention, the technical document acquisition means for acquiring the technical literature from the technical literature database, and the total invention number extracting means for each technical field for classifying the acquired technical literature by the technical field and extracting the total number of inventions by technical field In addition, the obtained technical literature is classified by technical field and the number of inventions by technical field for extracting the number of inventions by technical field by company, and the number of inventions by technical field by company is divided by the total number of inventions by technical field. And calculate the share of the number of inventions by company in each technical field, and multiply the share of the number of inventions by company in the technical field to the ka power (however, ka> 1) for each company having at least one invention in the predetermined technical field. The technical field-specific oligopoly score is calculated by multiplying the technical field-specific oligopoly score calculating means for calculating the total sum and the technical field-specific oligopoly score by the technical field-specific invention share and the technical field-specific oligopoly score. Calculate Company competitiveness score calculation means for each technical field, and the competitive competition score for each company, by calculating the total sum by calculating the technical field-enhanced oligopoly score for each technical field having at least one invention in a specific company Force score calculation means, invention growth rate acquisition means for acquiring the growth rate of the number of inventions in a specific company and the growth rate of the number of inventions in all companies based on the date information of the acquired technical literature, and the number of inventions in a specific company The excess growth rate calculation means to calculate the excess growth rate of a specific company by subtracting the growth rate of the number of inventions in all companies from the growth rate, and the enterprise by multiplying the excess growth rate by 1 and the company competitiveness score Company competitiveness index calculating means for calculating competitiveness index, standardized company competitiveness index calculating means for calculating standardized company competitiveness index by dividing company-specific competitiveness index by the number of technical fields, standard Since it has output means for outputting the company competitiveness index to the display means, etc., it is possible to show the level of technological development power that is not confined to the size of the company's technical field while taking into account the growth rate of all companies It becomes. Further, even if the company has a wide technical field or a company with a narrow technical field, it is possible to compare the competitiveness of the invention on an equal basis.
Further, according to the present invention, the standardized company competitiveness index classification means for comparing the predetermined threshold value with the calculated standardized company competitiveness index and using a figure or wording representing the competitiveness related to the invention of a specific company. And a display data generating means for generating display data for classification according to figures or words, and an output means for outputting the display data to the display means, etc. It is possible to express the competitiveness of the product in an easy-to-see manner.
Further, according to the present invention, the IPC section, IPC class, IPC subclass, IPC main group, IPC subgroup, F-term, FI, facet, and keywords included in the technical literature, which are described in the patent literature etc. in the technical field classification Therefore, it is possible to calculate the oligopolistic state, diversification state, competitiveness, etc. of the invention using published patent documents and present them to the user.
Further, according to the present invention, as a technical document, a patent gazette, a published patent gazette, a utility model gazette, a published utility model gazette, a published gazette, a republished gazette, a foreign gazette, a trial gazette, progress information, or a published technical report is used. Therefore, it is possible to calculate the oligopoly state, diversification state, competitiveness, etc. of the invention using the published patent documents and present them to the user.
In addition, according to the present invention, the number of inventions in the total number of inventions by technical field, the number of inventions by technical field by company, etc., the number of patent or utility model applications, the number of claims, the number of registrations, the number of registration claims, Since the number of claims, the number of claims filed for examination, the number of registered assessments, the number of claims filed for registration, the number of claims for rejection, the number of claims for refusal, the number of claims for appeal, the number of claims for appeal, or their ratios are used, they will be disclosed. It is possible to calculate the oligopoly state, diversification state, competitiveness, etc. of the invention using the patent literatures, and present them to the user.
Further, according to the present invention, the display data for displaying the category of the oligopoly score or diversification index for each company and the category of the company competitiveness score or the category of the standardized company competitiveness score is generated. Since the display data generating means and the output means for outputting the display data to the display means and the like are provided, the relationship between the oligopoly state of the company based on the invention and the competitiveness of the invention can be displayed in an easy-to-understand manner.
Further, according to the present invention, the display data for displaying the oligopoly score classification or diversification index classification for each company in association with the corporate competitiveness index classification or the standardized corporate competitiveness index classification is generated. Since the display data generating means and the output means for outputting the display data to the display means and the like are provided, the relationship between the oligopoly state of the company based on the invention and the competitiveness of the invention can be displayed in an easy-to-understand manner.
Further, according to the present invention, the classification of the oligopoly score by company or the division of the diversification index is associated with the competitiveness score by company or the standardized corporate competitiveness score, or the corporate competitiveness index or the standardized corporate competitiveness index. Display data generating means for generating display data for display and output means for outputting the display data to the display means, etc., so that the oligopoly state of the company based on the invention and the competitiveness of the invention The relationship can be displayed in an easy-to-understand manner.
According to the present invention, the management financial information acquisition means for acquiring the management financial information of the surveyed company from the management financial database that records the management financial information such as the information indicating the size of the company or the financial information of the company, The relationship between the oligopoly score, the emphasis oligopoly score for each technical field, the corporate competitiveness score, the standardized corporate competitiveness score, the corporate competitiveness index, or the standardized corporate competitiveness index, and the management financial information of the acquired company Since it has a display data generation means for generating display data for display in a graph or chart for each company, and an output means for outputting the display data to the display means, etc., the technical power and management finance relating to the invention Together with information, it becomes possible to judge the situation of the company more accurately.
Further, according to the present invention, sales, sales profit, operating profit, profit margin, operating profit ratio, market capitalization ratio of total assets, market capitalization ratio of shareholders' equity, market capitalization ratio of sales available as management financial information , Manufacturing and sales profit market capitalization ratio, operating profit market capitalization ratio, total assets manufacturing sales profit ratio, shareholder equity manufacturing sales profit ratio, total assets operating profit ratio, shareholders' equity operating profit ratio, shareholder equity ratio, market capitalization shareholder equity difference, The company's financial information such as R & D expenses, sales R & D expenses ratio, manufacturing and sales profit R & D expenses ratio, manufacturing and sales profit ratio, and manufacturing and sales profits was used. This makes it possible to judge the situation of the company more accurately.

Claims (40)

公開特許公報、特許公報等の技術文献を技術文献データベースから取得する技術文献取得手段と、
前記取得した技術文献をIPCサブクラス、キーワード等の技術分野別に分類して、技術分野別の全特許出願件数又は技術分野別の全特許出願請求項数等の技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、
前記取得した技術文献を出願人等の企業別、及び、IPCサブクラス、キーワード等の技術分野別に分類して、企業別及び技術分野別の特許出願件数又は企業別及び技術分野別の特許出願請求項数等の企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、
前記企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、
前記技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを、所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、
前記算出した技術分野別寡占スコアを表示手段に出力、印刷手段に出力、記録媒体に出力、又は通信回線を介して他の通信機器に出力する出力手段と、
を備えたことを特徴とする企業評価装置。
Technical document acquisition means for acquiring technical documents such as published patent gazettes and patent gazettes from a technical document database;
A technique for classifying the acquired technical documents according to technical fields such as IPC subclass and keywords, and extracting the total number of patent applications by technical field or the total number of inventions by technical field such as the total number of patent application claims by technical field. A total invention number extraction means by field;
The obtained technical documents are classified according to companies such as applicants and technical fields such as IPC subclasses and keywords, and the number of patent applications according to companies and technical fields or patent applications according to companies and technical fields. The number of inventions by technology field by company for extracting the number of inventions by technology field by company, such as the number,
Dividing the number of inventions by technical field by company by the total number of inventions by technical field to calculate the number of inventions by company by technical field,
The sum of the number of inventions by company in each technical field to the ka power (where ka> 1) is integrated for each company having at least one invention in a given technical field to calculate the sum, and the oligopoly score by technical field An oligopoly score calculating means for each technical field for calculating
An output means for outputting the calculated oligopoly score for each technical field to a display means, an output to a printing means, an output to a recording medium, or an output to another communication device via a communication line;
A company evaluation device characterized by comprising:
公開特許公報、特許公報等の技術文献を技術文献データベースから取得する技術文献取得手段と、
前記取得した技術文献をIPCサブクラス、キーワード等の技術分野別に分類して、技術分野別の全特許出願件数又は技術分野別の全特許出願請求項数等の技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、
前記取得した技術文献を出願人等の企業別、及び、IPCサブクラス、キーワード等の技術分野別に分類して、企業別及び技術分野別の特許出願件数又は企業別及び技術分野別の特許出願請求項数等の企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、
前記企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、
前記技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを、所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、
所定の閾値と前記算出した技術分野別寡占スコアとを比較して、所定の技術分野における発明数が特定の企業の寡占状態にあるか、又は、多くの企業による競争状態にあるかを判断する技術分野別寡占状態判断手段と、
前記技術分野別寡占状態判断手段が判断した寡占状態又は競争状態を示す指標を表示手段に出力、印刷手段に出力、記録媒体に出力、又は通信回線を介して他の通信機器に出力する出力手段と、
を備えたことを特徴とする企業評価装置。
Technical document acquisition means for acquiring technical documents such as published patent gazettes and patent gazettes from a technical document database;
A technique for classifying the acquired technical documents according to technical fields such as IPC subclass and keywords, and extracting the total number of patent applications by technical field or the total number of inventions by technical field such as the total number of patent application claims by technical field. A total invention number extraction means by field;
The obtained technical documents are classified according to companies such as applicants and technical fields such as IPC subclasses and keywords, and the number of patent applications according to companies and technical fields or patent applications according to companies and technical fields. The number of inventions by technology field by company for extracting the number of inventions by technology field by company, such as the number,
Dividing the number of inventions by technical field by company by the total number of inventions by technical field to calculate the number of inventions by company by technical field,
The sum of the number of inventions by company in each technical field to the ka power (where ka> 1) is integrated for each company having at least one invention in a given technical field to calculate the sum, and the oligopoly score by technical field An oligopoly score calculating means for each technical field for calculating
Comparing a predetermined threshold with the calculated technical field oligopoly score, it is determined whether the number of inventions in the predetermined technical field is in an oligopoly state of a specific company or in a competitive state by many companies Oligopoly state judgment means by technical field,
Output means for outputting an index indicating the oligopoly state or the competitive state judged by the technical field oligopoly state judgment means to the display means, to the printing means, to the recording medium, or to another communication device via a communication line When,
A company evaluation device characterized by comprising:
公開特許公報、特許公報等の技術文献を技術文献データベースから取得する技術文献取得手段と、
前記取得した技術文献をIPCサブクラス、キーワード等の技術分野別に分類して、技術分野別の全特許出願件数又は技術分野別の全特許出願請求項数等の技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、
前記取得した技術文献を出願人等の企業別、及び、IPCサブクラス、キーワード等の技術分野別に分類して、企業別及び技術分野別の特許出願件数又は企業別及び技術分野別の特許出願請求項数等の企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、
前記企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、
前記技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを、所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、
所定の閾値と前記算出した技術分野別寡占スコアとを比較して、所定の技術分野における発明数が特定の企業の寡占状態にあるか、又は、多くの企業による競争状態にあるかを判断する技術分野別寡占状態判断手段と、
前記技術分野別寡占スコアの数値又は棒グラフによる表示と、寡占状態にあるか又は競争状態にあるかの判断結果を同一の枠内又は隣接する位置に表示するための表示用データを生成する表示用データ生成手段と、
前記表示用データを表示手段に出力、印刷手段に出力、記録媒体に出力、又は通信回線を介して他の通信機器に出力する出力手段と、
を備えたことを特徴とする企業評価装置。
Technical document acquisition means for acquiring technical documents such as published patent gazettes and patent gazettes from a technical document database;
A technique for classifying the acquired technical documents according to technical fields such as IPC subclass and keywords, and extracting the total number of patent applications by technical field or the total number of inventions by technical field such as the total number of patent application claims by technical field. A total invention number extraction means by field;
The obtained technical documents are classified according to companies such as applicants and technical fields such as IPC subclasses and keywords, and the number of patent applications according to companies and technical fields or patent applications according to companies and technical fields. The number of inventions by technology field by company for extracting the number of inventions by technology field by company, such as the number,
Dividing the number of inventions by technical field by company by the total number of inventions by technical field to calculate the number of inventions by company by technical field,
The sum of the number of inventions by company in each technical field to the ka power (where ka> 1) is integrated for each company having at least one invention in a given technical field to calculate the sum, and the oligopoly score by technical field An oligopoly score calculating means for each technical field for calculating
Comparing a predetermined threshold with the calculated technical field oligopoly score, it is determined whether the number of inventions in the predetermined technical field is in an oligopoly state of a specific company or in a competitive state by many companies Oligopoly state judgment means by technical field,
Display for generating display data for displaying the numerical value of the oligopoly score for each technical field or bar graph and the determination result of whether it is in an oligopoly state or in a competitive state in the same frame or in an adjacent position Data generation means;
An output means for outputting the display data to a display means, an output to a printing means, an output to a recording medium, or an output to another communication device via a communication line;
A company evaluation device characterized by comprising:
公開特許公報、特許公報等の技術文献を技術文献データベースから取得する技術文献取得手段と、
前記取得した技術文献を出願人等の企業別に分類して、企業別の全特許出願件数又は企業別の全特許出願請求項数等の企業別全発明数を抽出する企業別全発明数抽出手段と、
前記取得した技術文献を出願人等の企業別、及び、IPCサブクラス、キーワード等の技術分野別に分類して、企業別及び技術分野別の特許出願件数又は企業別及び技術分野別の特許出願請求項数等の企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、
前記企業別技術分野別発明数を企業別全発明数で除算して企業別技術分野別発明数シェアを算出し、
前記企業別技術分野別発明数シェアをkb乗(但し、kb>0)したものを、特定の企業内において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別寡占スコアを算出する企業別寡占スコア算出手段と、
前記算出した企業別寡占スコアを表示手段に出力、印刷手段に出力、記録媒体に出力、又は通信回線を介して他の通信機器に出力する出力手段と、
を備えたことを特徴とする企業評価装置。
Technical document acquisition means for acquiring technical documents such as published patent gazettes and patent gazettes from a technical document database;
All-invention number extraction means by company that classifies the acquired technical documents by company such as applicants and extracts the total number of patent applications by company or the total number of inventions by company such as the number of all patent application claims by company When,
The obtained technical documents are classified according to companies such as applicants and technical fields such as IPC subclasses and keywords, and the number of patent applications according to companies and technical fields or patent applications according to companies and technical fields. The number of inventions by technology field by company for extracting the number of inventions by technology field by company, such as the number,
Divide the number of inventions by technical field by company by the total number of inventions by company to calculate the number of inventions by technical field by company,
The sum of the number of inventions by company and the number of inventions by technology field raised to the power of kb (where kb> 0) is integrated for each technical field having at least one invention within a specific company, and the total is calculated. A company-specific oligopoly score calculation means for calculating
An output means for outputting the calculated oligopoly score for each company to a display means, an output to a printing means, an output to a recording medium, or an output to another communication device via a communication line;
A company evaluation device characterized by comprising:
公開特許公報、特許公報等の技術文献を技術文献データベースから取得する技術文献取得手段と、
前記取得した技術文献を出願人等の企業別に分類して、企業別の全特許出願件数又は企業別の全特許出願請求項数等の企業別全発明数を抽出する企業別全発明数抽出手段と、
前記取得した技術文献を出願人等の企業別、及び、IPCサブクラス、キーワード等の技術分野別に分類して、企業別及び技術分野別の特許出願件数又は企業別及び技術分野別の特許出願請求項数等の企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、
前記企業別技術分野別発明数を企業別全発明数で除算して企業別技術分野別発明数シェアを算出し、
前記企業別技術分野別発明数シェアをkb乗(但し、kb>0)したものを、特定の企業内において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別寡占スコアを算出する企業別寡占スコア算出手段と、
所定の閾値と前記算出した企業別寡占スコアとを比較して、特定の企業における発明数が特定の技術分野に集中しているか、又は、多くの技術分野に多角化しているかを表す図形又は文言を用いて区分する企業別多角化区分手段と、
前記図形又は文言による区分の表示用データを表示手段に出力、印刷手段に出力、記録媒体に出力、又は通信回線を介して他の通信機器に出力する出力手段と、
を備えたことを特徴とする企業評価装置。
Technical document acquisition means for acquiring technical documents such as published patent gazettes and patent gazettes from a technical document database;
All-invention number extraction means by company that classifies the acquired technical documents by company such as applicants and extracts the total number of patent applications by company or the total number of inventions by company such as the number of all patent application claims by company When,
The obtained technical documents are classified according to companies such as applicants and technical fields such as IPC subclasses and keywords, and the number of patent applications according to companies and technical fields or patent applications according to companies and technical fields. The number of inventions by technology field by company for extracting the number of inventions by technology field by company, such as the number,
Divide the number of inventions by technical field by company by the total number of inventions by company to calculate the number of inventions by technical field by company,
The sum of the number of inventions by company and the number of inventions by technology field raised to the power of kb (where kb> 0) is integrated for each technical field having at least one invention within a specific company, and the total is calculated. A company-specific oligopoly score calculation means for calculating
A figure or wording indicating whether the number of inventions in a specific company is concentrated in a specific technical field or diversified in many technical fields by comparing a predetermined threshold with the calculated oligopoly score for each company Diversification classification means by company that classifies using
Output means for outputting the display data of the classification by the graphic or the wording to the display means, the output to the printing means, the output to the recording medium, or the other communication equipment via the communication line;
A company evaluation device characterized by comprising:
公開特許公報、特許公報等の技術文献を技術文献データベースから取得する技術文献取得手段と、
前記取得した技術文献を出願人等の企業別に分類して、企業別の全特許出願件数又は企業別の全特許出願請求項数等の企業別全発明数を抽出する企業別全発明数抽出手段と、
前記取得した技術文献を出願人等の企業別、及び、IPCサブクラス、キーワード等の技術分野別に分類して、企業別及び技術分野別の特許出願件数又は企業別及び技術分野別の特許出願請求項数等の企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、
前記企業別技術分野別発明数を企業別全発明数で除算して企業別技術分野別発明数シェアを算出し、
前記企業別技術分野別発明数シェアをkb乗(但し、kb>0)したものを、特定の企業内において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別寡占スコアを算出する企業別寡占スコア算出手段と、
1から企業別寡占スコアを減算した多角化指数、又は、1から企業別寡占スコアを減算した値に100を乗算した多角化指数を算出する多角化指数算出手段と、
所定の閾値と前記算出した多角化指数とを比較して、特定の企業における発明数が特定の技術分野に集中しているか、又は、多くの技術分野に多角化しているかを表す図形又は文言を用いて区分する企業別多角化区分手段と、
前記図形又は文言による区分の表示用データを表示手段に出力、印刷手段に出力、記録媒体に出力、又は通信回線を介して他の通信機器に出力する出力手段と、
を備えたことを特徴とする企業評価装置。
Technical document acquisition means for acquiring technical documents such as published patent gazettes and patent gazettes from a technical document database;
All-invention number extraction means by company that classifies the acquired technical documents by company such as applicants and extracts the total number of patent applications by company or the total number of inventions by company such as the number of all patent application claims by company When,
The obtained technical documents are classified according to companies such as applicants and technical fields such as IPC subclasses and keywords, and the number of patent applications according to companies and technical fields or patent applications according to companies and technical fields. The number of inventions by technology field by company for extracting the number of inventions by technology field by company, such as the number,
Divide the number of inventions by technical field by company by the total number of inventions by company to calculate the number of inventions by technical field by company,
The sum of the number of inventions by company and the number of inventions by technology field raised to the power of kb (where kb> 0) is integrated for each technical field having at least one invention within a specific company, and the total is calculated. A company-specific oligopoly score calculation means for calculating
A diversification index calculating means for calculating a diversification index obtained by subtracting the company-specific oligopoly score from 1 or a value obtained by subtracting the company-specific oligopoly score from 1 by 100;
By comparing a predetermined threshold with the calculated diversification index, a graphic or wording indicating whether the number of inventions in a specific company is concentrated in a specific technical field or diversified in many technical fields Diversification classifying means by company that classifies using
Output means for outputting the display data of the classification by the graphic or the wording to the display means, the output to the printing means, the output to the recording medium, or the other communication equipment via the communication line;
A company evaluation device characterized by comprising:
公開特許公報、特許公報等の技術文献を技術文献データベースから取得する技術文献取得手段と、
前記取得した技術文献をIPCサブクラス、キーワード等の技術分野別に分類して、技術分野別の全特許出願件数又は技術分野別の全特許出願請求項数等の技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、
前記取得した技術文献を出願人等の企業別、及び、IPCサブクラス、キーワード等の技術分野別に分類して、企業別及び技術分野別の特許出願件数又は企業別及び技術分野別の特許出願請求項数等の企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、
前記企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、
前記技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを、所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、
前記技術分野別企業別発明数シェアと前記技術分野別寡占スコアとを乗算して技術分野別強調寡占スコアを算出する技術分野別強調寡占スコア算出手段と、
前記算出した技術分野別強調寡占スコアを表示手段に出力、印刷手段に出力、記録媒体に出力、又は通信回線を介して他の通信機器に出力する出力手段と、
を備えたことを特徴とする企業評価装置。
Technical document acquisition means for acquiring technical documents such as published patent gazettes and patent gazettes from a technical document database;
A technique for classifying the acquired technical documents according to technical fields such as IPC subclass and keywords, and extracting the total number of patent applications by technical field or the total number of inventions by technical field such as the total number of patent application claims by technical field. A total invention number extraction means by field;
The obtained technical documents are classified according to companies such as applicants and technical fields such as IPC subclasses and keywords, and the number of patent applications according to companies and technical fields or patent applications according to companies and technical fields. The number of inventions by technology field by company for extracting the number of inventions by technology field by company, such as the number,
Dividing the number of inventions by technical field by company by the total number of inventions by technical field to calculate the number of inventions by company by technical field,
The sum of the number of inventions by company in each technical field to the ka power (where ka> 1) is integrated for each company having at least one invention in a given technical field to calculate the sum, and the oligopoly score by technical field An oligopoly score calculating means for each technical field for calculating
A technical field-specific emphasized oligopoly score calculating means for calculating the technical field-specific emphasized oligopoly score by multiplying the technical field-specific invention number share by the technical field-specific oligopoly score;
Output means for outputting the calculated emphasis oligopoly score for each technical field to display means, output to printing means, output to a recording medium, or output to other communication devices via a communication line;
A company evaluation device characterized by comprising:
公開特許公報、特許公報等の技術文献を技術文献データベースから取得する技術文献取得手段と、
前記取得した技術文献をIPCサブクラス、キーワード等の技術分野別に分類して、技術分野別の全特許出願件数又は技術分野別の全特許出願請求項数等の技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、
前記取得した技術文献を出願人等の企業別、及び、IPCサブクラス、キーワード等の技術分野別に分類して、企業別及び技術分野別の特許出願件数又は企業別及び技術分野別の特許出願請求項数等の企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、
前記企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、
前記技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを、所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、
前記技術分野別企業別発明数シェアと前記技術分野別寡占スコアとを乗算して技術分野別強調寡占スコアを算出する技術分野別強調寡占スコア算出手段と、
前記技術分野別強調寡占スコアを特定の企業において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別競争力スコアを算出する企業競争力スコア算出手段と、
前記算出した企業競争力スコアを表示手段に出力、印刷手段に出力、記録媒体に出力、又は通信回線を介して他の通信機器に出力する出力手段と、
を備えたことを特徴とする企業評価装置。
Technical document acquisition means for acquiring technical documents such as published patent gazettes and patent gazettes from a technical document database;
A technique for classifying the acquired technical documents according to technical fields such as IPC subclass and keywords, and extracting the total number of patent applications by technical field or the total number of inventions by technical field such as the total number of patent application claims by technical field. A total invention number extraction means by field;
The obtained technical documents are classified according to companies such as applicants and technical fields such as IPC subclasses and keywords, and the number of patent applications according to companies and technical fields or patent applications according to companies and technical fields. The number of inventions by technology field by company for extracting the number of inventions by technology field by company, such as the number,
Dividing the number of inventions by technical field by company by the total number of inventions by technical field to calculate the number of inventions by company by technical field,
The sum of the number of inventions by company in each technical field to the ka power (where ka> 1) is integrated for each company having at least one invention in a given technical field to calculate the sum, and the oligopoly score by technical field An oligopoly score calculating means for each technical field for calculating
A technical field-specific emphasized oligopoly score calculating means for calculating the technical field-specific emphasized oligopoly score by multiplying the technical field-specific invention number share by the technical field-specific oligopoly score;
Company competitiveness score calculation means for calculating the total competitiveness score for each technical field having at least one invention in a specific company by calculating the technical field-enhanced oligopoly score, and calculating a competitiveness score for each company;
The calculated company competitiveness score is output to a display means, output to a printing means, output to a recording medium, or output means to output to another communication device via a communication line;
A company evaluation device characterized by comprising:
公開特許公報、特許公報等の技術文献を技術文献データベースから取得する技術文献取得手段と、
前記取得した技術文献をIPCサブクラス、キーワード等の技術分野別に分類して、技術分野別の全特許出願件数又は技術分野別の全特許出願請求項数等の技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、
前記取得した技術文献を出願人等の企業別、及び、IPCサブクラス、キーワード等の技術分野別に分類して、企業別及び技術分野別の特許出願件数又は企業別及び技術分野別の特許出願請求項数等の企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、
前記企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、
前記技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを、所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、
前記技術分野別企業別発明数シェアと前記技術分野別寡占スコアとを乗算して技術分野別強調寡占スコアを算出する技術分野別強調寡占スコア算出手段と、
前記技術分野別強調寡占スコアを特定の企業において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別競争力スコアを算出する企業競争力スコア算出手段と、
所定の閾値と前記算出した企業競争力スコアとを比較して、特定の企業の発明に関する競争力を表す図形又は文言を用いて区分する企業競争力スコア区分手段と、
前記図形又は文言による区分の表示用データを生成する表示用データ生成手段と、
前記表示用データを表示手段に出力、印刷手段に出力、記録媒体に出力、又は通信回線を介して他の通信機器に出力する出力手段と、
を備えたことを特徴とする企業評価装置。
Technical document acquisition means for acquiring technical documents such as published patent gazettes and patent gazettes from a technical document database;
A technique for classifying the acquired technical documents according to technical fields such as IPC subclass and keywords, and extracting the total number of patent applications by technical field or the total number of inventions by technical field such as the total number of patent application claims by technical field. A total invention number extraction means by field;
The obtained technical documents are classified according to companies such as applicants and technical fields such as IPC subclasses and keywords, and the number of patent applications according to companies and technical fields or patent applications according to companies and technical fields. The number of inventions by technology field by company for extracting the number of inventions by technology field by company, such as the number,
Dividing the number of inventions by technical field by company by the total number of inventions by technical field to calculate the number of inventions by company by technical field,
The sum of the number of inventions by company in each technical field to the ka power (where ka> 1) is integrated for each company having at least one invention in a given technical field to calculate the sum, and the oligopoly score by technical field An oligopoly score calculating means for each technical field for calculating
A technical field-specific emphasized oligopoly score calculating means for calculating the technical field-specific emphasized oligopoly score by multiplying the technical field-specific invention number share by the technical field-specific oligopoly score;
Company competitiveness score calculation means for calculating the total competitiveness score for each technical field having at least one invention in a specific company by calculating the technical field-enhanced oligopoly score, and calculating a competitiveness score for each company;
A company competitiveness score classification means for comparing a predetermined threshold value with the calculated company competitiveness score, and classifying using a graphic or wording representing the competitiveness related to the invention of a specific company,
Display data generating means for generating display data for classification according to the graphic or wording;
An output means for outputting the display data to a display means, an output to a printing means, an output to a recording medium, or an output to another communication device via a communication line;
A company evaluation device characterized by comprising:
請求の範囲9に記載の閾値は、全企業の企業競争力スコアの平均値、又は標準偏差を用いた値であることを特徴とする企業評価装置。The enterprise evaluation apparatus according to claim 9, wherein the threshold value according to claim 9 is an average value or a standard deviation of enterprise competitiveness scores of all enterprises. 公開特許公報、特許公報等の技術文献を技術文献データベースから取得する技術文献取得手段と、
前記取得した技術文献をIPCサブクラス、キーワード等の技術分野別に分類して、技術分野別の全特許出願件数又は技術分野別の全特許出願請求項数等の技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、
前記取得した技術文献を出願人等の企業別、及び、IPCサブクラス、キーワード等の技術分野別に分類して、企業別及び技術分野別の特許出願件数又は企業別及び技術分野別の特許出願請求項数等の企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、
前記企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、
前記技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを、所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、
前記技術分野別企業別発明数シェアと前記技術分野別寡占スコアとを乗算して技術分野別強調寡占スコアを算出する技術分野別強調寡占スコア算出手段と、
前記技術分野別強調寡占スコアを特定の企業において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別競争力スコアを算出する企業競争力スコア算出手段と、
企業別競争力スコアを技術分野数で除算して規格化企業競争力スコアを算出する規格化企業競争力スコア算出手段と、
前記算出した規格化企業競争力スコアを表示手段に出力、印刷手段に出力、記録媒体に出力、又は通信回線を介して他の通信機器に出力する出力手段と、
を備えたことを特徴とする企業評価装置。
Technical document acquisition means for acquiring technical documents such as published patent gazettes and patent gazettes from a technical document database;
A technique for classifying the acquired technical documents according to technical fields such as IPC subclass and keywords, and extracting the total number of patent applications by technical field or the total number of inventions by technical field such as the total number of patent application claims by technical field. A total invention number extraction means by field;
The obtained technical documents are classified according to companies such as applicants and technical fields such as IPC subclasses and keywords, and the number of patent applications according to companies and technical fields or patent applications according to companies and technical fields. The number of inventions by technology field by company for extracting the number of inventions by technology field by company, such as the number,
Dividing the number of inventions by technical field by company by the total number of inventions by technical field to calculate the number of inventions by company by technical field,
The sum of the number of inventions by company in each technical field to the ka power (where ka> 1) is integrated for each company having at least one invention in a given technical field to calculate the sum, and the oligopoly score by technical field An oligopoly score calculating means for each technical field for calculating
A technical field-specific emphasized oligopoly score calculating means for calculating the technical field-specific emphasized oligopoly score by multiplying the technical field-specific invention number share by the technical field-specific oligopoly score;
Company competitiveness score calculation means for calculating the total competitiveness score for each technical field having at least one invention in a specific company by calculating the technical field-enhanced oligopoly score, and calculating a competitiveness score for each company;
Standardized company competitiveness score calculation means for calculating the standardized company competitiveness score by dividing the competitiveness score by company by the number of technical fields,
An output means for outputting the calculated standardized company competitiveness score to a display means, an output to a printing means, an output to a recording medium, or an output to another communication device via a communication line;
A company evaluation device characterized by comprising:
公開特許公報、特許公報等の技術文献を技術文献データベースから取得する技術文献取得手段と、
前記取得した技術文献をIPCサブクラス、キーワード等の技術分野別に分類して、技術分野別の全特許出願件数又は技術分野別の全特許出願請求項数等の技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、
前記取得した技術文献を出願人等の企業別、及び、IPCサブクラス、キーワード等の技術分野別に分類して、企業別及び技術分野別の特許出願件数又は企業別及び技術分野別の特許出願請求項数等の企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、
前記企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、
前記技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを、所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、
前記技術分野別企業別発明数シェアと前記技術分野別寡占スコアとを乗算して技術分野別強調寡占スコアを算出する技術分野別強調寡占スコア算出手段と、
前記技術分野別強調寡占スコアを特定の企業において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別競争力スコアを算出する企業競争力スコア算出手段と、
企業別競争力スコアを技術分野数で除算して規格化企業競争力スコアを算出する規格化企業競争力スコア算出手段と、
所定の閾値と前記算出した規格化企業競争力スコアとを比較して、特定の企業の発明に関する競争力を表す図形又は文言を用いて区分する規格化企業競争力スコア区分手段と、
前記図形又は文言による区分の表示用データを生成する表示用データ生成手段と、
前記表示用データを表示手段に出力、印刷手段に出力、記録媒体に出力、又は通信回線を介して他の通信機器に出力する出力手段と、
を備えたことを特徴とする企業評価装置。
Technical document acquisition means for acquiring technical documents such as published patent gazettes and patent gazettes from a technical document database;
A technique for classifying the acquired technical documents according to technical fields such as IPC subclass and keywords, and extracting the total number of patent applications by technical field or the total number of inventions by technical field such as the total number of patent application claims by technical field. A total invention number extraction means by field;
The obtained technical documents are classified according to companies such as applicants and technical fields such as IPC subclasses and keywords, and the number of patent applications according to companies and technical fields or patent applications according to companies and technical fields. The number of inventions by technology field by company for extracting the number of inventions by technology field by company, such as the number,
Dividing the number of inventions by technical field by company by the total number of inventions by technical field to calculate the number of inventions by company by technical field,
The sum of the number of inventions by company in each technical field to the ka power (where ka> 1) is integrated for each company having at least one invention in a given technical field to calculate the sum, and the oligopoly score by technical field An oligopoly score calculating means for each technical field for calculating
A technical field-specific emphasized oligopoly score calculating means for calculating the technical field-specific emphasized oligopoly score by multiplying the technical field-specific invention number share by the technical field-specific oligopoly score;
Company competitiveness score calculation means for calculating the total competitiveness score for each technical field having at least one invention in a specific company by calculating the technical field-enhanced oligopoly score, and calculating a competitiveness score for each company;
Standardized company competitiveness score calculation means for calculating the standardized company competitiveness score by dividing the competitiveness score by company by the number of technical fields,
A standardized company competitiveness score classification means for comparing a predetermined threshold value with the calculated standardized corporate competitiveness score and classifying using a graphic or wording representing the competitiveness related to the invention of a specific company;
Display data generating means for generating display data for classification according to the graphic or wording;
An output means for outputting the display data to a display means, an output to a printing means, an output to a recording medium, or an output to another communication device via a communication line;
A company evaluation device characterized by comprising:
請求の範囲12に記載の閾値は、全企業の規格化企業競争力スコアの平均値、又は標準偏差を用いた値であることを特徴とする企業評価装置。The enterprise evaluation apparatus according to claim 12, wherein the threshold value according to claim 12 is an average value of standardized enterprise competitiveness scores of all enterprises or a value using standard deviation. 公開特許公報、特許公報等の技術文献を技術文献データベースから取得する技術文献取得手段と、
前記取得した技術文献をIPCサブクラス、キーワード等の技術分野別に分類して、技術分野別の全特許出願件数又は技術分野別の全特許出願請求項数等の技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、
前記取得した技術文献を出願人等の企業別、及び、IPCサブクラス、キーワード等の技術分野別に分類して、企業別及び技術分野別の特許出願件数又は企業別及び技術分野別の特許出願請求項数等の企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、
前記企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、
前記技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを、所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、
前記技術分野別企業別発明数シェアと前記技術分野別寡占スコアとを乗算して技術分野別強調寡占スコアを算出する技術分野別強調寡占スコア算出手段と、
前記技術分野別強調寡占スコアを特定の企業において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別競争力スコアを算出する企業競争力スコア算出手段と、
前記取得した技術文献の日付情報に基づいて、特定企業における発明数の伸び率と、全企業における発明数の伸び率とを取得する発明伸び率取得手段と、
特定企業における発明数の伸び率から全企業における発明数の伸び率を減算して特定企業の超過成長率を算出する超過成長率算出手段と、
超過成長率に1を加算した値に企業競争力スコアを乗算して企業競争力指数を算出する企業競争力指数算出手段と、
前記企業競争力指数を表示手段に出力、印刷手段に出力、記録媒体に出力、又は通信回線を介して他の通信機器に出力する出力手段と、
を備えたことを特徴とする企業評価装置。
Technical document acquisition means for acquiring technical documents such as published patent gazettes and patent gazettes from a technical document database;
A technique for classifying the acquired technical documents according to technical fields such as IPC subclass and keywords, and extracting the total number of patent applications by technical field or the total number of inventions by technical field such as the total number of patent application claims by technical field. A total invention number extraction means by field;
The obtained technical documents are classified according to companies such as applicants and technical fields such as IPC subclasses and keywords, and the number of patent applications according to companies and technical fields or patent applications according to companies and technical fields. The number of inventions by technology field by company for extracting the number of inventions by technology field by company, such as the number,
Dividing the number of inventions by technical field by company by the total number of inventions by technical field to calculate the number of inventions by company by technical field,
The sum of the number of inventions by company in each technical field to the ka power (where ka> 1) is integrated for each company having at least one invention in a given technical field to calculate the sum, and the oligopoly score by technical field An oligopoly score calculating means for each technical field for calculating
A technical field-specific emphasized oligopoly score calculating means for calculating the technical field-specific emphasized oligopoly score by multiplying the technical field-specific invention number share by the technical field-specific oligopoly score;
Company competitiveness score calculation means for calculating the total competitiveness score for each technical field having at least one invention in a specific company by calculating the technical field-enhanced oligopoly score, and calculating a competitiveness score for each company;
Based on the date information of the acquired technical literature, invention growth rate acquisition means for acquiring the growth rate of the number of inventions in a specific company and the growth rate of the number of inventions in all companies,
An excess growth rate calculating means for calculating the excess growth rate of a specific company by subtracting the growth rate of the number of inventions in all companies from the growth rate of the number of inventions in a specific company;
A corporate competitiveness index calculating means for calculating a corporate competitiveness index by multiplying a value obtained by adding 1 to the excess growth rate and a corporate competitiveness score;
Output the company competitiveness index to display means, output to printing means, output to a recording medium, or output means to other communication equipment via a communication line;
A company evaluation device characterized by comprising:
公開特許公報、特許公報等の技術文献を技術文献データベースから取得する技術文献取得手段と、
前記取得した技術文献をIPCサブクラス、キーワード等の技術分野別に分類して、技術分野別の全特許出願件数又は技術分野別の全特許出願請求項数等の技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、
前記取得した技術文献を出願人等の企業別、及び、IPCサブクラス、キーワード等の技術分野別に分類して、企業別及び技術分野別の特許出願件数又は企業別及び技術分野別の特許出願請求項数等の企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、
前記企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、
前記技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを、所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、
前記技術分野別企業別発明数シェアと前記技術分野別寡占スコアとを乗算して技術分野別強調寡占スコアを算出する技術分野別強調寡占スコア算出手段と、
前記技術分野別強調寡占スコアを特定の企業において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別競争力スコアを算出する企業競争力スコア算出手段と、
前記取得した技術文献の日付情報に基づいて、特定企業における発明数の伸び率と、全企業における発明数の伸び率とを取得する発明伸び率取得手段と、
特定企業における発明数の伸び率から全企業における発明数の伸び率を減算して特定企業の超過成長率を算出する超過成長率算出手段と、
超過成長率に1を加算した値に企業競争力スコアを乗算して企業競争力指数を算出する企業競争力指数算出手段と、
所定の閾値と前記算出した企業競争力指数とを比較して、特定の企業の発明に関する競争力を表す図形又は文言を用いて区分する企業競争力指数区分手段と、
前記図形又は文言による区分の表示用データを生成する表示用データ生成手段と、
前記表示用データを表示手段に出力、印刷手段に出力、記録媒体に出力、又は通信回線を介して他の通信機器に出力する出力手段と、
を備えたことを特徴とする企業評価装置。
Technical document acquisition means for acquiring technical documents such as published patent gazettes and patent gazettes from a technical document database;
A technique for classifying the acquired technical documents according to technical fields such as IPC subclass and keywords, and extracting the total number of patent applications by technical field or the total number of inventions by technical field such as the total number of patent application claims by technical field. A total invention number extraction means by field;
The obtained technical documents are classified according to companies such as applicants and technical fields such as IPC subclasses and keywords, and the number of patent applications according to companies and technical fields or patent applications according to companies and technical fields. The number of inventions by technology field by company for extracting the number of inventions by technology field by company, such as the number,
Dividing the number of inventions by technical field by company by the total number of inventions by technical field to calculate the number of inventions by company by technical field,
The sum of the number of inventions by company in each technical field to the ka power (where ka> 1) is integrated for each company having at least one invention in a given technical field to calculate the sum, and the oligopoly score by technical field An oligopoly score calculating means for each technical field for calculating
A technical field-specific emphasized oligopoly score calculating means for calculating the technical field-specific emphasized oligopoly score by multiplying the technical field-specific invention number share by the technical field-specific oligopoly score;
Company competitiveness score calculation means for calculating the total competitiveness score for each technical field having at least one invention in a specific company by calculating the technical field-enhanced oligopoly score, and calculating a competitiveness score for each company;
Based on the date information of the acquired technical literature, invention growth rate acquisition means for acquiring the growth rate of the number of inventions in a specific company and the growth rate of the number of inventions in all companies,
An excess growth rate calculating means for calculating the excess growth rate of a specific company by subtracting the growth rate of the number of inventions in all companies from the growth rate of the number of inventions in a specific company;
A corporate competitiveness index calculating means for calculating a corporate competitiveness index by multiplying a value obtained by adding 1 to the excess growth rate and a corporate competitiveness score;
A company competitiveness index classification means for comparing a predetermined threshold value with the calculated company competitiveness index and classifying the figure using a figure or wording representing the competitiveness of a specific company's invention;
Display data generating means for generating display data for classification according to the graphic or wording;
An output means for outputting the display data to a display means, an output to a printing means, an output to a recording medium, or an output to another communication device via a communication line;
A company evaluation device characterized by comprising:
請求の範囲15に記載の閾値は、全企業の企業競争力指数の平均値、又は標準偏差を用いた値であることを特徴とする企業評価装置。The enterprise evaluation apparatus according to claim 15, wherein the threshold value according to claim 15 is an average value or a standard deviation of enterprise competitiveness indexes of all enterprises. 公開特許公報、特許公報等の技術文献を技術文献データベースから取得する技術文献取得手段と、
前記取得した技術文献をIPCサブクラス、キーワード等の技術分野別に分類して、技術分野別の全特許出願件数又は技術分野別の全特許出願請求項数等の技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、
前記取得した技術文献を出願人等の企業別、及び、IPCサブクラス、キーワード等の技術分野別に分類して、企業別及び技術分野別の特許出願件数又は企業別及び技術分野別の特許出願請求項数等の企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、
前記企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、
前記技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを、所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、
前記技術分野別企業別発明数シェアと前記技術分野別寡占スコアとを乗算して技術分野別強調寡占スコアを算出する技術分野別強調寡占スコア算出手段と、
前記技術分野別強調寡占スコアを特定の企業において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別競争力スコアを算出する企業競争力スコア算出手段と、
前記取得した技術文献の日付情報に基づいて、特定企業における発明数の伸び率と、全企業における発明数の伸び率とを取得する発明伸び率取得手段と、
特定企業における発明数の伸び率から全企業における発明数の伸び率を減算して特定企業の超過成長率を算出する超過成長率算出手段と、
超過成長率に1を加算した値に企業競争力スコアを乗算して企業競争力指数を算出する企業競争力指数算出手段と、
企業別競争力指数を技術分野数で除算して規格化企業競争力指数を算出する規格化企業競争力指数算出手段と、
前記規格化企業競争力指数を表示手段に出力、印刷手段に出力、記録媒体に出力、又は通信回線を介して他の通信機器に出力する出力手段と、
を備えたことを特徴とする企業評価装置。
Technical document acquisition means for acquiring technical documents such as published patent gazettes and patent gazettes from a technical document database;
A technique for classifying the acquired technical documents according to technical fields such as IPC subclass and keywords, and extracting the total number of patent applications by technical field or the total number of inventions by technical field such as the total number of patent application claims by technical field. A total invention number extraction means by field;
The obtained technical documents are classified according to companies such as applicants and technical fields such as IPC subclasses and keywords, and the number of patent applications according to companies and technical fields or patent applications according to companies and technical fields. The number of inventions by technology field by company for extracting the number of inventions by technology field by company, such as the number,
Dividing the number of inventions by technical field by company by the total number of inventions by technical field to calculate the number of inventions by company by technical field,
The sum of the number of inventions by company in each technical field to the ka power (where ka> 1) is integrated for each company having at least one invention in a given technical field to calculate the sum, and the oligopoly score by technical field An oligopoly score calculating means for each technical field for calculating
A technical field-specific emphasized oligopoly score calculating means for calculating the technical field-specific emphasized oligopoly score by multiplying the technical field-specific invention number share by the technical field-specific oligopoly score;
Company competitiveness score calculation means for calculating the total competitiveness score for each technical field having at least one invention in a specific company by calculating the technical field-enhanced oligopoly score, and calculating a competitiveness score for each company;
Based on the date information of the acquired technical literature, invention growth rate acquisition means for acquiring the growth rate of the number of inventions in a specific company and the growth rate of the number of inventions in all companies,
An excess growth rate calculating means for calculating the excess growth rate of a specific company by subtracting the growth rate of the number of inventions in all companies from the growth rate of the number of inventions in a specific company;
A corporate competitiveness index calculating means for calculating a corporate competitiveness index by multiplying a value obtained by adding 1 to the excess growth rate and a corporate competitiveness score;
A standardized company competitiveness index calculating means for calculating a standardized company competitiveness index by dividing the company-specific competitiveness index by the number of technical fields;
Output the standardized company competitiveness index to display means, output to printing means, output to a recording medium, or output means to other communication equipment via a communication line;
A company evaluation device characterized by comprising:
公開特許公報、特許公報等の技術文献を技術文献データベースから取得する技術文献取得手段と、前記取得した技術文献をIPCサブクラス、キーワード等の技術分野別に分類して、技術分野別の全特許出願件数又は技術分野別の全特許出願請求項数等の技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、
前記取得した技術文献を出願人等の企業別、及び、IPCサブクラス、キーワード等の技術分野別に分類して、企業別及び技術分野別の特許出願件数又は企業別及び技術分野別の特許出願請求項数等の企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、
前記企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、
前記技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを、所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、
前記技術分野別企業別発明数シェアと前記技術分野別寡占スコアとを乗算して技術分野別強調寡占スコアを算出する技術分野別強調寡占スコア算出手段と、
前記技術分野別強調寡占スコアを特定の企業において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別競争力スコアを算出する企業競争力スコア算出手段と、
前記取得した技術文献の日付情報に基づいて、特定企業における発明数の伸び率と、全企業における発明数の伸び率とを取得する発明伸び率取得手段と、
特定企業における発明数の伸び率から全企業における発明数の伸び率を減算して特定企業の超過成長率を算出する超過成長率算出手段と、
超過成長率に1を加算した値に企業競争力スコアを乗算して企業競争力指数を算出する企業競争力指数算出手段と、
企業別競争力指数を技術分野数で除算して規格化企業競争力指数を算出する規格化企業競争力指数算出手段と、
所定の閾値と前記算出した規格化企業競争力指数とを比較して、特定の企業の発明に関する競争力を表す図形又は文言を用いて区分する規格化企業競争力指数区分手段と、
前記図形又は文言による区分の表示用データを生成する表示用データ生成手段と、
前記表示用データを表示手段に出力、印刷手段に出力、記録媒体に出力、又は通信回線を介して他の通信機器に出力する出力手段と、
を備えたことを特徴とする企業評価装置。
Technical document acquisition means for acquiring technical documents such as published patent gazettes and patent gazettes from a technical document database, and classifying the acquired technical documents according to technical fields such as IPC subclass and keywords, and the total number of patent applications by technical field Or a total invention number extraction means by technical field for extracting the total number of inventions by technical field such as the number of all patent application claims by technical field;
The obtained technical documents are classified according to companies such as applicants and technical fields such as IPC subclasses and keywords, and the number of patent applications according to companies and technical fields or patent applications according to companies and technical fields. The number of inventions by technology field by company for extracting the number of inventions by technology field by company, such as the number,
Dividing the number of inventions by technical field by company by the total number of inventions by technical field to calculate the number of inventions by company by technical field,
The sum of the number of inventions by company in each technical field to the ka power (where ka> 1) is integrated for each company having at least one invention in a given technical field to calculate the sum, and the oligopoly score by technical field An oligopoly score calculating means for each technical field for calculating
A technical field-specific emphasized oligopoly score calculating means for calculating the technical field-specific emphasized oligopoly score by multiplying the technical field-specific invention number share by the technical field-specific oligopoly score;
Company competitiveness score calculation means for calculating the total competitiveness score for each technical field having at least one invention in a specific company by calculating the technical field-enhanced oligopoly score, and calculating a competitiveness score for each company;
Based on the date information of the acquired technical literature, invention growth rate acquisition means for acquiring the growth rate of the number of inventions in a specific company and the growth rate of the number of inventions in all companies,
An excess growth rate calculating means for calculating the excess growth rate of a specific company by subtracting the growth rate of the number of inventions in all companies from the growth rate of the number of inventions in a specific company;
A corporate competitiveness index calculating means for calculating a corporate competitiveness index by multiplying a value obtained by adding 1 to the excess growth rate and a corporate competitiveness score;
A standardized company competitiveness index calculating means for calculating a standardized company competitiveness index by dividing the company-specific competitiveness index by the number of technical fields;
A standardized enterprise competitiveness index classification means for comparing a predetermined threshold value with the calculated standardized enterprise competitiveness index and classifying using a graphic or wording representing the competitiveness related to the invention of a specific enterprise;
Display data generating means for generating display data for classification according to the graphic or wording;
An output means for outputting the display data to a display means, an output to a printing means, an output to a recording medium, or an output to another communication device via a communication line;
A company evaluation device characterized by comprising:
請求の範囲18に記載の閾値は、全企業の規格化企業競争力指数の平均値、又は標準偏差を用いた値であることを特徴とする企業評価装置。The enterprise evaluation apparatus according to claim 18, wherein the threshold value according to claim 18 is a value using an average value or a standard deviation of standardized enterprise competitiveness indexes of all enterprises. 請求の範囲1乃至19に記載の企業評価装置において、
前記技術分野は、IPCセクション、IPCクラス、IPCサブクラス、IPCメイングループ、IPCサブグループ、Fターム、FI、ファセット、技術文献に含まれるキーワードによる分類であることを特徴とする企業評価装置。
In the company evaluation device according to claims 1 to 19,
The enterprise evaluation apparatus characterized in that the technical field is classification based on keywords included in an IPC section, an IPC class, an IPC subclass, an IPC main group, an IPC subgroup, an F term, an FI, a facet, and technical literature.
請求の範囲1乃至19に記載の企業評価装置において、
前記技術文献は、特許公報、公開特許公報、実用新案公報、公開実用新案公報、公表公報、再公表公報、外国公報、審決公報、経過情報、又は公開技報であることを特徴とする企業評価装置。
In the company evaluation device according to claims 1 to 19,
The technical document is a patent gazette, a public patent gazette, a utility model gazette, a public utility model gazette, a published gazette, a republished gazette, a foreign gazette, a trial gazette, progress information, or a published technical report. apparatus.
請求の範囲1乃至19に記載の企業評価装置において、
前記技術分野別全発明数、企業別技術分野別発明数等における発明数は、特許又は実用新案の出願件数、出願請求項数、登録件数、登録請求項数、審査請求件数、審査請求した請求項数、登録査定件数、登録査定請求項数、拒絶査定件数、拒絶査定請求項数、審判請求件数、審判請求の請求項数又はこれらの比率であることを特徴とする企業評価装置。
In the company evaluation device according to claims 1 to 19,
The number of inventions in the total number of inventions by technical field, number of inventions by technical field by company, etc. is the number of patent or utility model applications, the number of application claims, the number of registrations, the number of registration claims, the number of requests for examination, the number of requests for examination A company evaluation device characterized by the number of items, the number of registered assessments, the number of claims for registration assessment, the number of claims for rejection, the number of claims for rejection, the number of claims for appeal, the number of claims for appeal, or a ratio thereof.
請求の範囲5に記載の企業別寡占スコアの区分又は請求の範囲6に記載の多角化指数の区分と、請求の範囲9若しくは10に記載の企業競争力スコアの区分、又は請求の範囲12若しくは13に記載の規格化企業競争力スコアの区分とを関連づけて表示するための表示用データを生成する表示用データ生成手段と、
前記表示用データを表示手段に出力、印刷手段に出力、記録媒体に出力、又は通信回線を介して他の通信機器に出力する出力手段と、
を備えたことを特徴とする企業評価装置。
The category of the oligopoly score by company described in claim 5 or the segment of the diversification index described in claim 6 and the category of the corporate competitiveness score described in claim 9 or 10, or the range of claim 12 or Display data generating means for generating display data for displaying the standardized company competitiveness score classification according to 13 in association with each other;
An output means for outputting the display data to a display means, an output to a printing means, an output to a recording medium, or an output to another communication device via a communication line;
A company evaluation device characterized by comprising:
請求の範囲5に記載の企業別寡占スコアの区分又は請求の範囲6に記載の多角化指数の区分と、請求の範囲15若しくは16に記載の企業競争力指数の区分、又は請求の範囲18若しくは19に記載の規格化企業競争力指数の区分とを関連づけて表示するための表示用データを生成する表示用データ生成手段と、
前記表示用データを表示手段に出力、印刷手段に出力、記録媒体に出力、又は通信回線を介して他の通信機器に出力する出力手段と、
を備えたことを特徴とする企業評価装置。
The classification of the oligopoly score by company described in claim 5 or the classification of the diversification index described in claim 6 and the classification of the corporate competitiveness index described in claim 15 or 16, or the scope of claim 18 or Display data generating means for generating display data for displaying in association with the standardized enterprise competitiveness index classification described in 19,
An output means for outputting the display data to a display means, an output to a printing means, an output to a recording medium, or an output to another communication device via a communication line;
A company evaluation device characterized by comprising:
請求の範囲5に記載の企業別寡占スコアの区分又は請求の範囲6に記載の多角化指数の区分と、請求の範囲8に記載の企業別競争力スコア若しくは請求の範囲11に記載の規格化企業競争力スコア、又は、請求の範囲14に記載の企業競争力指数若しくは請求の範囲17に記載の規格化企業競争力指数とを関連づけて表示するための表示用データを生成する表示用データ生成手段と、
前記表示用データを表示手段に出力、印刷手段に出力、記録媒体に出力、又は通信回線を介して他の通信機器に出力する出力手段と、
を備えたことを特徴とする企業評価装置。
Classification of company-specific oligopoly score according to claim 5 or classification of diversification index according to claim 6 and standardization according to company of competitiveness score according to claim 8 or claim 11 Display data generation for generating display data for displaying the corporate competitiveness score, the corporate competitiveness index described in claim 14 or the standardized corporate competitiveness index described in claim 17 in association with each other Means,
An output means for outputting the display data to a display means, an output to a printing means, an output to a recording medium, or an output to another communication device via a communication line;
A company evaluation device characterized by comprising:
企業の規模を示す情報若しくは企業の財務情報等の経営財務情報を記録する経営財務データベースから、調査対象の企業の経営財務情報を取得する経営財務情報取得手段と、
請求の範囲4に記載の企業別寡占スコア、請求の範囲7に記載の技術分野別強調寡占スコア、請求の範囲8に記載の企業競争力スコア、請求の範囲11に記載の規格化企業競争力スコア、請求の範囲14に記載の企業競争力指数、又は請求の範囲17に記載の規格化企業競争力指数と、前記取得した調査対象の企業の経営財務情報との関係を企業毎にグラフ又は図表にて表示するための表示用データを生成する表示用データ生成手段と、
前記表示用データを表示手段に出力、印刷手段に出力、記録媒体に出力、又は通信回線を介して他の通信機器に出力する出力手段と、
を備えたことを特徴とする企業評価装置。
Management financial information acquisition means for acquiring management financial information of a surveyed company from a management financial database that records management financial information such as information indicating the size of the company or financial information of the company,
The oligopoly score by company described in claim 4, the emphasized oligopoly score by technical field described in claim 7, the corporate competitiveness score described in claim 8, and the standardized corporate competitiveness described in claim 11. The relationship between the score, the corporate competitiveness index according to claim 14, or the standardized corporate competitiveness index according to claim 17, and the obtained management financial information of the enterprise to be investigated Display data generating means for generating display data for display in a chart;
An output means for outputting the display data to a display means, an output to a printing means, an output to a recording medium, or an output to another communication device via a communication line;
A company evaluation device characterized by comprising:
請求の範囲26に記載の企業評価装置において、
前記経営財務情報は、売上高、売上げ利益、営業利益、売上げ利益率、営業利益率、総資産時価総額比率、株主資本時価総額比率、売上高時価総額比率、製造販売利益時価総額比率、営業利益時価総額比率、総資産製造販売利益率、株主資本製造販売利益率、総資産営業利益率、株主資本営業利益率、株主資本比率、時価総額株主資本差額、研究開発費、売上高研究開発費比率、製造販売利益研究開発費比率、製造販売利益率、又は製造販売利益等の会社の財務情報を含むことを特徴とする企業評価装置。
In the company evaluation device according to claim 26,
The management financial information includes sales, sales profit, operating profit, sales profit ratio, operating profit ratio, total asset market capitalization ratio, shareholder capital market capitalization ratio, sales market capitalization ratio, manufacturing and sales profit market capitalization ratio, operating profit Market capitalization ratio, return on sales of total assets, return on manufacture and sales of shareholders' equity, operating profit margin on assets, operating ratio of return on equity, shareholder's equity ratio, market capitalization difference in equity, R & D expenses, ratio of R & D expenses to sales An enterprise evaluation apparatus characterized by including company financial information such as manufacturing and sales profit R & D cost ratio, manufacturing and sales profit ratio, and manufacturing and sales profit.
技術文献を技術文献データベースから取得する技術文献取得手段と、取得した技術文献を技術分野別に分類して技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、取得した技術文献を分類して企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、算出した技術分野別寡占スコアを表示手段等に出力する出力手段と、前記技術文献取得手段、技術分野別全発明数抽出手段、企業別技術分野別発明数抽出手段、技術分野別寡占スコア算出手段、出力手段とを制御することが可能な情報処理手段とを備えた企業評価装置の情報処理手段において実行される企業評価プログラムであって、
前記情報処理手段が、
前記技術文献取得手段に、公開特許公報、特許公報等の技術文献を技術文献データベースから取得する機能と、
前記技術分野別全発明数抽出手段に、取得した技術文献をIPCサブクラス、キーワード等の技術分野別に分類して、技術分野別の全特許出願件数又は技術分野別の全特許出願請求項数等の技術分野別全発明数を抽出する機能と、
前記企業別技術分野別発明数抽出手段に、取得した技術文献を出願人等の企業別、及び、IPCサブクラス、キーワード等の技術分野別に分類して、企業別及び技術分野別の特許出願件数又は企業別及び技術分野別の特許出願請求項数等の企業別技術分野別発明数を抽出する機能と、
前記技術分野別寡占スコア算出手段に、企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、前記技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する機能と、
前記出力手段に、算出した技術分野別寡占スコアを表示手段に出力、印刷手段に出力、記録媒体に出力、又は通信回線を介して他の通信機器に出力する機能と、
を実現させることを特徴とする企業評価プログラム。
Technical literature acquisition means for acquiring technical literature from a technical literature database, total invention number extraction means by technical field for classifying the acquired technical literature by technical field and extracting the total number of inventions by technical field, and the acquired technical literature The number of inventions by technology field, which categorizes and extracts the number of inventions by technology field, the oligopoly score calculation means by technology field which calculates the oligopoly score by technology field, and the calculated oligopoly score by technology field are displayed. Output means for outputting to the means, etc., the technical document acquisition means, the total invention number extraction means by technical field, the invention number extraction means by company technical field, the oligopoly score calculation means by technical field, and the output means A company evaluation program executed in the information processing means of the company evaluation device provided with possible information processing means,
The information processing means is
In the technical document acquisition means, a function of acquiring a technical document such as a published patent gazette, a patent gazette from a technical document database,
The obtained technical documents are classified by the technical field such as IPC subclass and keyword into the total invention number extracting means by the technical field, and the total number of patent applications by technical field or the number of all patent application claims by technical field, etc. A function to extract the total number of inventions by technical field;
The obtained technical documents are classified by the company such as the applicant and the technical field such as the IPC subclass and the keyword, and the number of patent applications by the company and the technical field, A function of extracting the number of inventions by technical field by company, such as the number of patent application claims by company and technical field;
Dividing the number of inventions by technology field by company by the total number of inventions by technology field to calculate the share of inventions by company by technology field, and calculating the share of inventions by company by technology field. a function to calculate the sum by calculating the power of ka (where ka> 1) for each company having at least one invention in a predetermined technical field, and calculating an oligopoly score by technical field;
A function for outputting the calculated technical field-specific oligopoly score to the display means, outputting to the printing means, outputting to the recording medium, or outputting to other communication devices via a communication line to the output means,
A company evaluation program characterized by
技術文献を技術文献データベースから取得する技術文献取得手段と、取得した技術文献を技術分野別に分類して技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、取得した技術文献を分類して企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、所定の技術分野における発明数が特定の企業の寡占状態にあるか否かを判断する技術分野別寡占状態判断手段と、寡占状態又は競争状態を示す指標を表示手段等に出力する出力手段と、前記技術文献取得手段、技術分野別全発明数抽出手段、企業別技術分野別発明数抽出手段、技術分野別寡占スコア算出手段、技術分野別寡占状態判断手段、出力手段とを制御することが可能な情報処理手段とを備えた企業評価装置の情報処理手段において実行される企業評価プログラムであって、
前記情報処理手段が、
前記技術文献取得手段に、公開特許公報、特許公報等の技術文献を技術文献データベースから取得する機能と、
前記技術分野別全発明数抽出手段に、取得した技術文献をIPCサブクラス、キーワード等の技術分野別に分類して、技術分野別の全特許出願件数又は技術分野別の全特許出願請求項数等の技術分野別全発明数を抽出する機能と、
前記企業別技術分野別発明数抽出手段に、取得した技術文献を出願人等の企業別、及び、IPCサブクラス、キーワード等の技術分野別に分類して、企業別及び技術分野別の特許出願件数又は企業別及び技術分野別の特許出願請求項数等の企業別技術分野別発明数を抽出する機能と、
前記技術分野別寡占スコア算出手段に、企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、前記技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する機能と、
前記技術分野別寡占状態判断手段に、所定の閾値と前記算出した技術分野別寡占スコアとを比較して所定の技術分野における発明数が特定の企業の寡占状態にあるか、又は、多くの企業による競争状態にあるかを判断する機能と、
前記出力手段に、技術分野別寡占状態判断手段が判断した寡占状態又は競争状態を示す指標を表示手段に出力、印刷手段に出力、記録媒体に出力、又は通信回線を介して他の通信機器に出力する機能と、
を実現させることを特徴とする企業評価プログラム。
Technical literature acquisition means for acquiring technical literature from a technical literature database, total invention number extraction means by technical field for classifying the acquired technical literature by technical field and extracting the total number of inventions by technical field, and the acquired technical literature The number of inventions by technology field, which categorizes and extracts the number of inventions by technology field, the oligopoly score calculation means by technology field which calculates the oligopoly score by technology field, and the number of inventions in a given technical field is specified An oligopolistic state judging means for judging whether the company is in an oligopolistic state, an output means for outputting an indicator indicating the oligopolistic state or the competitive state to a display means, etc., the technical document acquiring means, and by technical field Information processing means capable of controlling total invention number extraction means, company-specific technical field invention number extraction means, technical field oligopoly score calculation means, technical field oligopoly state judgment means, and output means A company evaluating program executed in an information processing means of e was enterprise evaluation device,
The information processing means is
In the technical document acquisition means, a function of acquiring a technical document such as a published patent gazette, a patent gazette from a technical document database,
The obtained technical documents are classified by the technical field such as IPC subclass and keyword into the total invention number extracting means by the technical field, and the total number of patent applications by technical field or the number of all patent application claims by technical field, etc. A function to extract the total number of inventions by technical field;
The obtained technical documents are classified by the company such as the applicant and the technical field such as the IPC subclass and the keyword, and the number of patent applications by the company and the technical field, A function of extracting the number of inventions by technical field by company, such as the number of patent application claims by company and technical field;
Dividing the number of inventions by technology field by company by the total number of inventions by technology field to calculate the share of inventions by company by technology field, and calculating the share of inventions by company by technology field. a function to calculate the sum by calculating the power of ka (where ka> 1) for each company having at least one invention in a predetermined technical field, and calculating an oligopoly score by technical field;
The above-mentioned technical field oligopoly state determination means compares a predetermined threshold with the calculated technical field oligopoly score, and the number of inventions in the predetermined technical field is in an oligopoly state of a specific company, or many companies The ability to determine whether you are in a competitive state,
The output means outputs an indicator indicating the oligopoly state or the competition state determined by the technical field oligopoly state judgment means to the display means, to the printing means, to the recording medium, or to another communication device via a communication line. A function to output,
A company evaluation program characterized by
技術文献を技術文献データベースから取得する技術文献取得手段と、取得した技術文献を技術分野別に分類して技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、取得した技術文献を分類して企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、所定の技術分野における発明数が特定の企業の寡占状態にあるか否かを判断する技術分野別寡占状態判断手段と、表示用データを生成する表示用データ生成手段と、表示用データを表示手段等に出力する出力手段と、前記技術文献取得手段、技術分野別全発明数抽出手段、企業別技術分野別発明数抽出手段、技術分野別寡占スコア算出手段、技術分野別寡占状態判断手段、表示用データ生成手段、出力手段とを制御することが可能な情報処理手段とを備えた企業評価装置の情報処理手段において実行される企業評価プログラムであって、
前記情報処理手段が、
前記技術文献取得手段に、公開特許公報、特許公報等の技術文献を技術文献データベースから取得する機能と、
前記技術分野別全発明数抽出手段に、取得した技術文献をIPCサブクラス、キーワード等の技術分野別に分類して、技術分野別の全特許出願件数又は技術分野別の全特許出願請求項数等の技術分野別全発明数を抽出する機能と、
前記企業別技術分野別発明数抽出手段に、取得した技術文献を出願人等の企業別、及び、IPCサブクラス、キーワード等の技術分野別に分類して、企業別及び技術分野別の特許出願件数又は企業別及び技術分野別の特許出願請求項数等の企業別技術分野別発明数を抽出する機能と、
前記技術分野別寡占スコア算出手段に、企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、前記技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する機能と、
前記技術分野別寡占状態判断手段に、所定の閾値と前記算出した技術分野別寡占スコアとを比較して所定の技術分野における発明数が特定の企業の寡占状態にあるか、又は、多くの企業による競争状態にあるかを判断する機能と、
前記出力手段に、表示用データを表示手段に出力、印刷手段に出力、記録媒体に出力、又は通信回線を介して他の通信機器に出力する機能と、
を実現させることを特徴とする企業評価プログラム。
Technical literature acquisition means for acquiring technical literature from the technical literature database, total invention number extraction means by technical field for classifying the acquired technical literature by technical field and extracting the total number of inventions by technical field, and the acquired technical literature The number of inventions by technology field, which categorizes and extracts the number of inventions by technology field, the oligopoly score calculation means by technology field which calculates the oligopoly score by technology field, and the number of inventions in a given technical field is specified An oligopolistic state judging means for determining whether or not the company is in an oligopolistic state, display data generating means for generating display data, output means for outputting display data to the display means, etc. Technical literature acquisition means, total invention number extraction means by technical field, invention number extraction means by company technical field, oligopoly score calculation means by technical field, oligopoly state judgment means by technical field, display data generation means A company evaluating program executed in an information processing means of enterprise evaluation device and an information processing unit capable of controlling the output means,
The information processing means is
In the technical document acquisition means, a function of acquiring a technical document such as a published patent gazette, a patent gazette from a technical document database,
The obtained technical documents are classified by the technical field such as IPC subclass and keyword into the total invention number extracting means by the technical field, and the total number of patent applications by technical field or the number of all patent application claims by technical field, etc. A function to extract the total number of inventions by technical field;
The obtained technical documents are classified by the company such as the applicant and the technical field such as the IPC subclass and the keyword, and the number of patent applications by the company and the technical field, A function of extracting the number of inventions by technical field by company, such as the number of patent application claims by company and technical field;
Dividing the number of inventions by technology field by company by the total number of inventions by technology field to calculate the share of inventions by company by technology field, and calculating the share of inventions by company by technology field. a function to calculate the sum by calculating the power of ka (where ka> 1) for each company having at least one invention in a predetermined technical field, and calculating an oligopoly score by technical field;
The above-mentioned technical field oligopoly state determination means compares a predetermined threshold with the calculated technical field oligopoly score, and the number of inventions in the predetermined technical field is in an oligopoly state of a specific company, or many companies The ability to determine whether you are in a competitive state,
A function of outputting display data to the display means, outputting to the printing means, outputting to a recording medium, or outputting to other communication devices via a communication line to the output means;
A company evaluation program characterized by
技術文献を技術文献データベースから取得する技術文献取得手段と、取得した技術文献を企業別に分類して企業別全発明数を抽出する企業別全発明数抽出手段と、取得した技術文献を分類して企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、企業別寡占スコアを算出する企業別寡占スコア算出手段と、算出した企業別寡占スコアを表示手段等に出力する出力手段と、前記技術文献取得手段、企業別全発明数抽出手段、企業別技術分野別発明数抽出手段、企業別寡占スコア算出手段、出力手段とを制御することが可能な情報処理手段とを備えた企業評価装置の情報処理手段において実行される企業評価プログラムであって、
前記情報処理手段が、
前記技術文献取得手段に、公開特許公報、特許公報等の技術文献を技術文献データベースから取得する機能と、
前記企業別全発明数抽出手段に、取得した技術文献を出願人等の企業別に分類して、企業別の全特許出願件数又は企業別の全特許出願請求項数等の企業別全発明数を抽出する機能と、
前記企業別技術分野別発明数抽出手段に、取得した技術文献を出願人等の企業別、及び、IPCサブクラス、キーワード等の技術分野別に分類して、企業別及び技術分野別の特許出願件数又は企業別及び技術分野別の特許出願請求項数等の企業別技術分野別発明数を抽出する機能と、
前記企業別寡占スコア算出手段に、企業別技術分野別発明数を企業別全発明数で除算して企業別技術分野別発明数シェアを算出し、前記企業別技術分野別発明数シェアをkb乗(但し、kb>0)したものを、特定の企業内において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別寡占スコアを算出する機能と、
前記出力手段に、算出した企業別寡占スコアを表示手段に出力、印刷手段に出力、記録媒体に出力、又は通信回線を介して他の通信機器に出力する機能と、
を実現させることを特徴とする企業評価プログラム。
Technical document acquisition means for acquiring technical documents from a technical document database, classified company-specific invention number extracting means for classifying the acquired technical documents by company and extracting the total number of inventions by company, and classifying the acquired technical documents Company-specific technical field invention number extraction means for extracting the number of inventions by company technical field, company-specific oligopoly score calculation means for calculating the company-specific oligopoly score, and output of the calculated company-specific oligopoly score to the display means, etc. And information processing means capable of controlling the technical document acquisition means, the company-specific total invention number extraction means, the company-specific technical field invention number extraction means, the company-specific oligopoly score calculation means, and the output means. A company evaluation program executed by the information processing means of the company evaluation apparatus,
The information processing means is
In the technical document acquisition means, a function of acquiring a technical document such as a published patent gazette, a patent gazette from a technical document database,
In the company-specific total invention number extracting means, the acquired technical documents are classified by company such as applicants, and the total number of patent applications by company or the total number of inventions by company such as the number of all patent application claims by company. A function to extract,
The obtained technical documents are classified by the company such as the applicant and the technical field such as the IPC subclass and the keyword, and the number of patent applications by the company and the technical field, A function of extracting the number of inventions by technical field by company, such as the number of patent application claims by company and technical field;
The company-specific oligopoly score calculation means calculates the share of the number of inventions by company-specific technical field by dividing the number of inventions by company-specific technical field by the total number of inventions by company. (However, kb> 0) is integrated for each technical field having at least one invention in a specific company to calculate the sum, and to calculate the oligopoly score by company,
A function of outputting the calculated oligopoly score for each company to the output means to the display means, outputting to the printing means, outputting to a recording medium, or outputting to other communication devices via a communication line,
A company evaluation program characterized by
技術文献を技術文献データベースから取得する技術文献取得手段と、取得した技術文献を企業別に分類して企業別全発明数を抽出する企業別全発明数抽出手段と、取得した技術文献を分類して企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、企業別寡占スコアを算出する企業別寡占スコア算出手段と、所定の閾値と算出した企業別寡占スコアとを比較して図形又は文言による区分を行なう企業別多角化区分手段と、図形又は文言による区分の表示用データを表示手段等に出力する出力手段と、前記技術文献取得手段、企業別全発明数抽出手段、企業別技術分野別発明数抽出手段、企業別寡占スコア算出手段、企業別多角化区分手段、出力手段とを制御することが可能な情報処理手段とを備えた企業評価装置の情報処理手段において実行される企業評価プログラムであって、
前記情報処理手段が、
前記技術文献取得手段に、公開特許公報、特許公報等の技術文献を技術文献データベースから取得する機能と、
前記企業別全発明数抽出手段に、取得した技術文献を出願人等の企業別に分類して、企業別の全特許出願件数又は企業別の全特許出願請求項数等の企業別全発明数を抽出する機能と、
前記企業別技術分野別発明数抽出手段に、取得した技術文献を出願人等の企業別、及び、IPCサブクラス、キーワード等の技術分野別に分類して、企業別及び技術分野別の特許出願件数又は企業別及び技術分野別の特許出願請求項数等の企業別技術分野別発明数を抽出する機能と、
前記企業別寡占スコア算出手段に、企業別技術分野別発明数を企業別全発明数で除算して企業別技術分野別発明数シェアを算出し、前記企業別技術分野別発明数シェアをkb乗(但し、kb>0)したものを、特定の企業内において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別寡占スコアを算出する機能と、
前記企業別多角化区分手段に、所定の閾値と前記算出した企業別寡占スコアとを比較して、特定の企業における発明数が特定の技術分野に集中しているか、又は、多くの技術分野に多角化しているかを表す図形又は文言を用いて区分する機能と、
前記出力手段に、図形又は文言による区分の表示用データを表示手段に出力、印刷手段に出力、記録媒体に出力、又は通信回線を介して他の通信機器に出力する機能と、
を実現させることを特徴とする企業評価プログラム。
Technical literature acquisition means for obtaining technical literature from a technical literature database, classified invention-extracting means for extracting the total number of inventions by company by classifying the acquired technical literature by company, and classifying the acquired technical literature Comparing the invention number extracting means for each technical field for extracting the number of inventions for each technical field by company, the means for calculating the oligopoly score for each company for calculating the oligopoly score for each company, and a predetermined threshold and the calculated oligopoly score for each company Diversification means for each company that performs classification by graphic or wording, output means for outputting display data for classification by graphic or wording to display means, etc., said technical document acquisition means, all invention number extraction means by company, Information processing of a company evaluation device comprising information processing means capable of controlling the invention number extraction means by company, the oligopoly score calculation means by company, the diversification classification means by company, and the output means A company evaluating program executed in stages,
The information processing means is
In the technical document acquisition means, a function of acquiring a technical document such as a published patent gazette, a patent gazette from a technical document database,
In the company-specific total invention number extracting means, the acquired technical documents are classified by company such as applicants, and the total number of patent applications by company or the total number of inventions by company such as the number of all patent application claims by company. A function to extract,
The obtained technical documents are classified by the company such as the applicant and the technical field such as the IPC subclass and the keyword, and the number of patent applications by the company and the technical field, A function of extracting the number of inventions by technical field by company, such as the number of patent application claims by company and technical field;
The company-specific oligopoly score calculation means calculates the share of the number of inventions by company-specific technical field by dividing the number of inventions by company-specific technical field by the total number of inventions by company. (However, kb> 0) is integrated for each technical field having at least one invention in a specific company to calculate the sum, and to calculate the oligopoly score by company,
The company-specific diversification classification means compares the predetermined threshold with the calculated company-specific oligopoly score, and the number of inventions in a specific company is concentrated in a specific technical field, or in many technical fields A function of dividing using a graphic or wording indicating whether it is diversified,
A function of outputting display data for classification by graphic or wording to the display means, output to the printing means, output to a recording medium, or output to other communication devices via a communication line to the output means,
A company evaluation program characterized by
技術文献を技術文献データベースから取得する技術文献取得手段と、取得した技術文献を企業別に分類して企業別全発明数を抽出する企業別全発明数抽出手段と、取得した技術文献を分類して企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、企業別寡占スコアを算出する企業別寡占スコア算出手段と、多角化指数を算出する多角化指数算出手段と、特定の企業における発明数が特定の技術分野に集中しているか否かを表す図形又は文言を用いて区分する企業別多角化区分手段と、図形又は文言による区分の表示用データを表示手段等に出力する出力手段と、前記技術文献取得手段、企業別全発明数抽出手段、企業別技術分野別発明数抽出手段、企業別寡占スコア算出手段、多角化指数算出手段、企業別多角化区分手段、出力手段とを制御することが可能な情報処理手段とを備えた企業評価装置の情報処理手段において実行される企業評価プログラムであって、前記情報処理手段が、
前記技術文献取得手段に、公開特許公報、特許公報等の技術文献を技術文献データベースから取得する機能と、
前記企業別全発明数抽出手段に、取得した技術文献を出願人等の企業別に分類して、企業別の全特許出願件数又は企業別の全特許出願請求項数等の企業別全発明数を抽出する機能と、
前記企業別技術分野別発明数抽出手段に、取得した技術文献を出願人等の企業別、及び、IPCサブクラス、キーワード等の技術分野別に分類して、企業別及び技術分野別の特許出願件数又は企業別及び技術分野別の特許出願請求項数等の企業別技術分野別発明数を抽出する機能と、
前記企業別寡占スコア算出手段に、企業別技術分野別発明数を企業別全発明数で除算して企業別技術分野別発明数シェアを算出し、前記企業別技術分野別発明数シェアをkb乗(但し、kb>0)したものを、特定の企業内において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別寡占スコアを算出する機能と、
前記多角化指数算出手段に、1から企業別寡占スコアを減算した多角化指数、又は、1から企業別寡占スコアを減算した値に100を乗算した多角化指数を算出する機能と、
前記企業別多角化区分手段に、所定の閾値と前記算出した多角化指数とを比較して、特定の企業における発明数が特定の技術分野に集中しているか、又は、多くの技術分野に多角化しているかを表す図形又は文言を用いて区分する機能と、
前記出力手段に、図形又は文言による区分の表示用データを表示手段に出力、印刷手段に出力、記録媒体に出力、又は通信回線を介して他の通信機器に出力する機能と、
を実現させることを特徴とする企業評価プログラム。
Technical literature acquisition means for obtaining technical literature from a technical literature database, classified invention-extracting means for extracting the total number of inventions by company by classifying the acquired technical literature by company, and classifying the acquired technical literature Company-specific technical field invention number extraction means for extracting company-specific technical field invention count, company-specific oligopoly score calculation means for calculating company-specific oligopoly score, diversification index calculation means for calculating diversification index, and specification Company diversification classifying means that classifies using inventions or figures that indicate whether the number of inventions in a particular company is concentrated in a specific technical field, and outputs display data for classification by graphic or wording to display means, etc. Output means, technical document acquisition means, company-specific total invention number extraction means, company-specific technical field invention number extraction means, company-specific oligopoly score calculation means, diversification index calculation means, company-specific diversification classification means A company evaluating program executed in an information processing means of enterprise evaluation device and an information processing unit capable of controlling the output means, said information processing means,
In the technical document acquisition means, a function of acquiring a technical document such as a published patent gazette, a patent gazette from a technical document database,
In the company-specific total invention number extracting means, the acquired technical documents are classified by company such as applicants, and the total number of patent applications by company or the total number of inventions by company such as the number of all patent application claims by company. A function to extract,
The obtained technical documents are classified by the company such as the applicant and the technical field such as the IPC subclass and the keyword, and the number of patent applications by the company and the technical field, A function of extracting the number of inventions by technical field by company, such as the number of patent application claims by company and technical field;
The company-specific oligopoly score calculation means calculates the share of the number of inventions by company-specific technical field by dividing the number of inventions by company-specific technical field by the total number of inventions by company. (However, kb> 0) is integrated for each technical field having at least one invention in a specific company to calculate the sum, and to calculate the oligopoly score by company,
A function of calculating a diversification index obtained by subtracting the company-specific oligopoly score from 1 or a value obtained by subtracting the company-specific oligopoly score from 1 by 100 in the diversification index calculating means;
The company-specific diversification classifying means compares a predetermined threshold value with the calculated diversification index, and the number of inventions in a specific company is concentrated in a specific technical field, or is diversified in many technical fields. A function to classify using a graphic or wording indicating whether or not
A function of outputting display data for classification by graphic or wording to the display means, output to the printing means, output to a recording medium, or output to other communication devices via a communication line to the output means,
A company evaluation program characterized by
技術文献を技術文献データベースから取得する技術文献取得手段と、取得した技術文献を技術分野別に分類して技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、取得した技術文献を分類して企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、技術分野別強調寡占スコアを算出する技術分野別強調寡占スコア算出手段と、算出した技術分野別強調寡占スコアを表示手段等に出力する出力手段と、前記技術文献取得手段、技術分野別全発明数抽出手段、企業別技術分野別発明数抽出手段、技術分野別寡占スコア算出手段、技術分野別強調寡占スコア算出手段、出力手段とを制御することが可能な情報処理手段とを備えた企業評価装置の情報処理手段において実行される企業評価プログラムであって、
前記情報処理手段が、
前記技術文献取得手段に、公開特許公報、特許公報等の技術文献を技術文献データベースから取得する機能と、
前記技術分野別全発明数抽出手段に、取得した技術文献をIPCサブクラス、キーワード等の技術分野別に分類して、技術分野別の全特許出願件数又は技術分野別の全特許出願請求項数等の技術分野別全発明数を抽出する機能と、
前記企業別技術分野別発明数抽出手段に、取得した技術文献を出願人等の企業別、及び、IPCサブクラス、キーワード等の技術分野別に分類して、企業別及び技術分野別の特許出願件数又は企業別及び技術分野別の特許出願請求項数等の企業別技術分野別発明数を抽出する機能と、
前記技術分野別寡占スコア算出手段に、企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、前記技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する機能と、
前記技術分野別強調寡占スコア算出手段に、技術分野別企業別発明数シェアと前記技術分野別寡占スコアとを乗算して技術分野別強調寡占スコアを算出する機能と、
前記出力手段に、算出した技術分野別強調寡占スコアを表示手段に出力、印刷手段に出力、記録媒体に出力、又は通信回線を介して他の通信機器に出力する機能と、
を実現させることを特徴とする企業評価プログラム。
Technical literature acquisition means for acquiring technical literature from a technical literature database, total invention number extraction means by technical field for classifying the acquired technical literature by technical field and extracting the total number of inventions by technical field, and the acquired technical literature The number of inventions for each technical field, which classifies and extracts the number of inventions for each technical field, the oligopoly score for each technical field for calculating the oligopoly score for each technical field, and the emphasized oligopoly score for each technical field is calculated. Emphasis oligopoly score calculation means for each technical field, output means for outputting the calculated emphasis oligopoly score for each technical field to the display means, the technical document acquisition means, the total invention number extraction means for each technical field, the invention for each technical field for each company Information of a company evaluation apparatus comprising: information extraction means capable of controlling number extraction means, technical field-specific oligopoly score calculation means, technical field-specific emphasized oligopoly score calculation means, and output means A company evaluating program executed in physical means,
The information processing means is
In the technical document acquisition means, a function of acquiring a technical document such as a published patent gazette, a patent gazette from a technical document database,
The obtained technical documents are classified by the technical field such as IPC subclass and keyword into the total invention number extracting means by the technical field, and the total number of patent applications by technical field or the number of all patent application claims by technical field, etc. A function to extract the total number of inventions by technical field;
The obtained technical documents are classified by the company such as the applicant and the technical field such as the IPC subclass and the keyword, and the number of patent applications by the company and the technical field, A function of extracting the number of inventions by technical field by company, such as the number of patent application claims by company and technical field;
Dividing the number of inventions by technology field by company by the total number of inventions by technology field to calculate the share of inventions by company by technology field, and calculating the share of inventions by company by technology field. a function to calculate the sum by calculating the power of ka (where ka> 1) for each company having at least one invention in a predetermined technical field, and calculating an oligopoly score by technical field;
A function of multiplying the technical field emphasized oligopoly score calculation means by the technical field share of the number of inventions by company and the technical field oligopoly score, and calculating a technical field emphasized oligopoly score;
A function of outputting the calculated technical field-specific emphasized oligopoly score to the display means, outputting to the printing means, outputting to a recording medium, or outputting to other communication devices via a communication line to the output means,
A company evaluation program characterized by
技術文献を技術文献データベースから取得する技術文献取得手段と、取得した技術文献を技術分野別に分類して技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、取得した技術文献を分類して企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、技術分野別強調寡占スコアを算出する技術分野別強調寡占スコア算出手段と、企業別競争力スコアを算出する企業競争力スコア算出手段と、算出した企業競争力スコアを表示手段等に出力する出力手段と、前記技術文献取得手段、技術分野別全発明数抽出手段、企業別技術分野別発明数抽出手段、技術分野別寡占スコア算出手段、技術分野別強調寡占スコア算出手段、企業競争力スコア算出手段、出力手段とを制御することが可能な情報処理手段とを備えた企業評価装置の情報処理手段において実行される企業評価プログラムであって、
前記情報処理手段が、
前記技術文献取得手段に、公開特許公報、特許公報等の技術文献を技術文献データベースから取得する機能と、
前記技術分野別全発明数抽出手段に、取得した技術文献をIPCサブクラス、キーワード等の技術分野別に分類して、技術分野別の全特許出願件数又は技術分野別の全特許出願請求項数等の技術分野別全発明数を抽出する機能と、
前記企業別技術分野別発明数抽出手段に、取得した技術文献を出願人等の企業別、及び、IPCサブクラス、キーワード等の技術分野別に分類して、企業別及び技術分野別の特許出願件数又は企業別及び技術分野別の特許出願請求項数等の企業別技術分野別発明数を抽出する機能と、
前記技術分野別寡占スコア算出手段に、企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する機能と、
前記技術分野別強調寡占スコア算出手段に、技術分野別企業別発明数シェアと前記技術分野別寡占スコアとを乗算して技術分野別強調寡占スコアを算出する機能と、
前記企業競争力スコア算出手段に、技術分野別強調寡占スコアを特定の企業において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別競争力スコアを算出する機能と、
前記出力手段に、算出した企業競争力スコアを表示手段に出力、印刷手段に出力、記録媒体に出力、又は通信回線を介して他の通信機器に出力する機能と、
を実現させることを特徴とする企業評価プログラム。
Technical literature acquisition means for acquiring technical literature from the technical literature database, total invention number extraction means by technical field for classifying the acquired technical literature by technical field and extracting the total number of inventions by technical field, and the acquired technical literature The number of inventions for each technical field, which classifies and extracts the number of inventions for each technical field, the oligopoly score for each technical field for calculating the oligopoly score for each technical field, and the emphasized oligopoly score for each technical field is calculated. Emphasis oligopoly score calculation means for each technical field, corporate competitiveness score calculation means for calculating the competitiveness score for each company, output means for outputting the calculated corporate competitiveness score to a display means, the technical document acquisition means, the technology Total invention number extraction means by field, invention number extraction means by technology field by industry, oligopoly score calculation means by technology field, emphasized oligopoly score calculation means by technology field, company competitiveness score calculation means A company evaluating program executed in an information processing means of enterprise evaluation device and an information processing unit capable of controlling the output means,
The information processing means is
In the technical document acquisition means, a function of acquiring a technical document such as a published patent gazette, a patent gazette from a technical document database,
The obtained technical documents are classified by the technical field such as IPC subclass and keyword into the total invention number extracting means by the technical field, and the total number of patent applications by technical field or the number of all patent application claims by technical field, etc. A function to extract the total number of inventions by technical field;
The obtained technical documents are classified by the company such as the applicant and the technical field such as the IPC subclass and the keyword, and the number of patent applications by the company and the technical field, A function of extracting the number of inventions by technical field by company, such as the number of patent application claims by company and technical field;
Dividing the number of inventions by technology field by company by the total number of inventions by technology field to calculate the share of invention numbers by company by technology field and calculating the share of invention numbers by company by technology field. A function of calculating the sum by multiplying the powers (however, ka> 1) for each company having at least one invention in a predetermined technical field, and calculating an oligopoly score by technical field;
A function of multiplying the technical field emphasized oligopoly score calculation means by the technical field share of the number of inventions by company and the technical field oligopoly score, and calculating a technical field emphasized oligopoly score;
A function for calculating the total competitiveness score for each technical field having at least one invention in a specific company, calculating a sum by calculating the technical competitive score by means of the technical field, and calculating a competitive score for each company;
A function of outputting the calculated corporate competitiveness score to the display means, outputting to the printing means, outputting to a recording medium, or outputting to other communication devices via a communication line, to the output means;
A company evaluation program characterized by
技術文献を技術文献データベースから取得する技術文献取得手段と、取得した技術文献を技術分野別に分類して技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、取得した技術文献を分類して企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、技術分野別強調寡占スコアを算出する技術分野別強調寡占スコア算出手段と、企業別競争力スコアを算出する企業競争力スコア算出手段と、特定の企業の発明に関する競争力を表す図形又は文言を用いて区分する企業競争力スコア区分手段と、図形又は文言による区分の表示用データを生成する表示用データ生成手段と、表示用データを表示手段等に出力する出力手段と、前記技術文献取得手段、技術分野別全発明数抽出手段、企業別技術分野別発明数抽出手段、技術分野別寡占スコア算出手段、技術分野別強調寡占スコア算出手段、企業競争力スコア算出手段、企業競争力スコア区分手段、表示用データ生成手段、出力手段とを制御することが可能な情報処理手段とを備えた企業評価装置の情報処理手段において実行される企業評価プログラムであって、
前記情報処理手段が、前記技術文献取得手段に、公開特許公報、特許公報等の技術文献を技術文献データベースから取得する機能と、
前記技術分野別全発明数抽出手段に、取得した技術文献をIPCサブクラス、キーワード等の技術分野別に分類して、技術分野別の全特許出願件数又は技術分野別の全特許出願請求項数等の技術分野別全発明数を抽出する機能と、
前記企業別技術分野別発明数抽出手段に、取得した技術文献を出願人等の企業別、及び、IPCサブクラス、キーワード等の技術分野別に分類して、企業別及び技術分野別の特許出願件数又は企業別及び技術分野別の特許出願請求項数等の企業別技術分野別発明数を抽出する機能と、
前記技術分野別寡占スコア算出手段に、企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、前記技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する機能と、
前記技術分野別強調寡占スコア算出手段に、技術分野別企業別発明数シェアと前記技術分野別寡占スコアとを乗算して技術分野別強調寡占スコアを算出する機能と、
前記企業競争力スコア算出手段に、技術分野別強調寡占スコアを特定の企業において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別競争力スコアを算出する機能と、
前記企業競争力スコア区分手段に、所定の閾値と前記算出した企業競争力スコアとを比較して、特定の企業の発明に関する競争力を表す図形又は文言を用いて区分する機能と、
前記表示用データ生成手段に、図形又は文言による区分の表示用データを生成する機能と、
前記出力手段に、表示用データを表示手段に出力、印刷手段に出力、記録媒体に出力、又は通信回線を介して他の通信機器に出力する機能と、
を実現させることを特徴とする企業評価プログラム。
Technical literature acquisition means for acquiring technical literature from the technical literature database, total invention number extraction means by technical field for classifying the acquired technical literature by technical field and extracting the total number of inventions by technical field, and the acquired technical literature The number of inventions for each technical field, which classifies and extracts the number of inventions for each technical field, the oligopoly score for each technical field for calculating the oligopoly score for each technical field, and the emphasized oligopoly score for each technical field is calculated. Emphasis oligopoly score calculation means for each technical field, corporate competitiveness score calculation means for calculating the competitiveness score for each company, and corporate competitiveness score classification means for classification using figures or words representing the competitiveness related to the invention of a specific company Display data generation means for generating display data for classification by graphic or wording, output means for outputting display data to the display means, etc., and the technical document acquisition means Total invention number extraction means by technology field, invention number extraction means by company technical field, oligopoly score calculation means by technology field, emphasized oligopoly score calculation means by technology field, company competitiveness score calculation means, company competitiveness score classification means, A company evaluation program executed in an information processing means of a company evaluation apparatus comprising an information processing means capable of controlling display data generating means and output means,
The information processing means has a function for acquiring technical documents such as published patent gazettes and patent gazettes from a technical literature database to the technical literature obtaining means,
The obtained technical documents are classified by the technical field such as IPC subclass and keyword into the total invention number extracting means by the technical field, and the total number of patent applications by technical field or the number of all patent application claims by technical field, etc. A function to extract the total number of inventions by technical field;
The obtained technical documents are classified by the company such as the applicant and the technical field such as the IPC subclass and the keyword, and the number of patent applications by the company and the technical field, A function of extracting the number of inventions by technical field by company, such as the number of patent application claims by company and technical field;
Dividing the number of inventions by technology field by company by the total number of inventions by technology field to calculate the share of inventions by company by technology field, and calculating the share of inventions by company by technology field. a function to calculate the sum by calculating the power of ka (where ka> 1) for each company having at least one invention in a predetermined technical field, and calculating an oligopoly score by technical field;
A function of multiplying the technical field emphasized oligopoly score calculation means by the technical field share of the number of inventions by company and the technical field oligopoly score, and calculating a technical field emphasized oligopoly score;
A function for calculating the total competitiveness score for each technical field having at least one invention in a specific company, calculating a sum by calculating the technical competitive score by means of the technical field, and calculating a competitive score for each company;
A function of comparing the predetermined competitiveness score with the calculated corporate competitiveness score in the corporate competitiveness score classification means, and using a graphic or wording representing competitiveness related to a specific corporate invention,
A function for generating display data for classification by graphic or wording in the display data generating means;
A function of outputting display data to the display means, outputting to the printing means, outputting to a recording medium, or outputting to other communication devices via a communication line to the output means;
A company evaluation program characterized by
技術文献を技術文献データベースから取得する技術文献取得手段と、取得した技術文献を技術分野別に分類して技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、取得した技術文献を分類して企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、技術分野別強調寡占スコアを算出する技術分野別強調寡占スコア算出手段と、企業別競争力スコアを算出する企業競争力スコア算出手段と、特定の企業の発明に関する競争力を表す図形又は文言を用いて区分する企業競争力スコア区分手段と、図形又は文言による区分の表示用データを生成する表示用データ生成手段と、表示用データを表示手段等に出力する出力手段と、前記技術文献取得手段、技術分野別全発明数抽出手段、企業別技術分野別発明数抽出手段、技術分野別寡占スコア算出手段、技術分野別強調寡占スコア算出手段、企業競争力スコア算出手段、企業競争力スコア区分手段、表示用データ生成手段、出力手段とを制御することが可能な情報処理手段とを備えた企業評価装置の情報処理手段において実行される企業評価プログラムであって、
前記情報処理手段が、
前記技術文献取得手段に、公開特許公報、特許公報等の技術文献を技術文献データベースから取得する機能と、
前記技術分野別全発明数抽出手段に、取得した技術文献をIPCサブクラス、キーワード等の技術分野別に分類して、技術分野別の全特許出願件数又は技術分野別の全特許出願請求項数等の技術分野別全発明数を抽出する機能と、
前記企業別技術分野別発明数抽出手段に、取得した技術文献を出願人等の企業別、及び、IPCサブクラス、キーワード等の技術分野別に分類して、企業別及び技術分野別の特許出願件数又は企業別及び技術分野別の特許出願請求項数等の企業別技術分野別発明数を抽出する機能と、
前記技術分野別寡占スコア算出手段に、企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、前記技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する機能と、
前記技術分野別強調寡占スコア算出手段に、技術分野別企業別発明数シェアと前記技術分野別寡占スコアとを乗算して技術分野別強調寡占スコアを算出する機能と、
前記企業競争力スコア算出手段に、技術分野別強調寡占スコアを特定の企業において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別競争力スコアを算出する機能と、
前記企業競争力スコア区分手段に、全企業の企業競争力スコアの平均値又は標準偏差を用いた所定の閾値と前記算出した企業競争力スコアとを比較して、特定の企業の発明に関する競争力を表す図形又は文言を用いて区分する機能と、
前記表示用データ生成手段に、図形又は文言による区分の表示用データを生成する機能と、
前記出力手段に、表示用データを表示手段に出力、印刷手段に出力、記録媒体に出力、又は通信回線を介して他の通信機器に出力する機能と、
を実現させることを特徴とする企業評価プログラム。
Technical literature acquisition means for acquiring technical literature from the technical literature database, total invention number extraction means by technical field for classifying the acquired technical literature by technical field and extracting the total number of inventions by technical field, and the acquired technical literature The number of inventions for each technical field, which classifies and extracts the number of inventions for each technical field, the oligopoly score for each technical field for calculating the oligopoly score for each technical field, and the emphasized oligopoly score for each technical field is calculated. Emphasis oligopoly score calculation means for each technical field, corporate competitiveness score calculation means for calculating the competitiveness score for each company, and corporate competitiveness score classification means for classification using figures or words representing the competitiveness related to the invention of a specific company Display data generation means for generating display data for classification by graphic or wording, output means for outputting display data to the display means, etc., and the technical document acquisition means Total invention number extraction means by technology field, invention number extraction means by company technical field, oligopoly score calculation means by technology field, emphasized oligopoly score calculation means by technology field, company competitiveness score calculation means, company competitiveness score classification means, A company evaluation program executed in an information processing means of a company evaluation apparatus comprising an information processing means capable of controlling display data generating means and output means,
The information processing means is
In the technical document acquisition means, a function of acquiring a technical document such as a published patent gazette, a patent gazette from a technical document database,
The obtained technical documents are classified by the technical field such as IPC subclass and keyword into the total invention number extracting means by the technical field, and the total number of patent applications by technical field or the number of all patent application claims by technical field, etc. A function to extract the total number of inventions by technical field;
The obtained technical documents are classified by the company such as the applicant and the technical field such as the IPC subclass and the keyword, and the number of patent applications by the company and the technical field, A function of extracting the number of inventions by technical field by company, such as the number of patent application claims by company and technical field;
Dividing the number of inventions by technology field by company by the total number of inventions by technology field to calculate the share of inventions by company by technology field, and calculating the share of inventions by company by technology field. a function to calculate the sum by calculating the power of ka (where ka> 1) for each company having at least one invention in a predetermined technical field, and calculating an oligopoly score by technical field;
A function of multiplying the technical field emphasized oligopoly score calculation means by the technical field share of the number of inventions by company and the technical field oligopoly score, and calculating a technical field emphasized oligopoly score;
A function for calculating the total competitiveness score for each technical field having at least one invention in a specific company, calculating a sum by calculating the technical competitive score by means of the technical field, and calculating a competitive score for each company;
Competitiveness related to the invention of a specific company by comparing the calculated corporate competitiveness score with a predetermined threshold value using an average value or standard deviation of the corporate competitiveness scores of all companies in the corporate competitiveness score classification means A function of classifying using a graphic or wording representing
A function for generating display data for classification by graphic or wording in the display data generating means;
A function of outputting display data to the display means, outputting to the printing means, outputting to a recording medium, or outputting to other communication devices via a communication line to the output means;
A company evaluation program characterized by
技術文献を技術文献データベースから取得する技術文献取得手段と、取得した技術文献を技術分野別に分類して技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、取得した技術文献を分類して企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、技術分野別強調寡占スコアを算出する技術分野別強調寡占スコア算出手段と、企業別競争力スコアを算出する企業競争力スコア算出手段と、規格化企業競争力スコアを算出する規格化企業競争力スコア算出手段と、算出した規格化企業競争力スコアを表示手段等に出力する出力手段と、前記技術文献取得手段、技術分野別全発明数抽出手段、企業別技術分野別発明数抽出手段、技術分野別寡占スコア算出手段、技術分野別強調寡占スコア算出手段、企業競争力スコア算出手段、規格化企業競争力スコア算出手段、出力手段とを制御することが可能な情報処理手段とを備えた企業評価装置の情報処理手段において実行される企業評価プログラムであって、
前記情報処理手段が、
前記技術文献取得手段に、公開特許公報、特許公報等の技術文献を技術文献データベースから取得する機能と、
前記技術分野別全発明数抽出手段に、取得した技術文献をIPCサブクラス、キーワード等の技術分野別に分類して、技術分野別の全特許出願件数又は技術分野別の全特許出願請求項数等の技術分野別全発明数を抽出する機能と、
前記企業別技術分野別発明数抽出手段に、取得した技術文献を出願人等の企業別、及び、IPCサブクラス、キーワード等の技術分野別に分類して、企業別及び技術分野別の特許出願件数又は企業別及び技術分野別の特許出願請求項数等の企業別技術分野別発明数を抽出する機能と、
前記技術分野別寡占スコア算出手段に、企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、前記技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する機能と、
前記技術分野別強調寡占スコア算出手段に、技術分野別企業別発明数シェアと前記技術分野別寡占スコアとを乗算して技術分野別強調寡占スコアを算出する機能と、
前記企業競争力スコア算出手段に、技術分野別強調寡占スコアを特定の企業において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別競争力スコアを算出する機能と、
前記規格化企業競争力スコア算出手段に、企業別競争力スコアを技術分野数で除算して規格化企業競争力スコアを算出する機能と、
前記出力手段に、算出した規格化企業競争力スコアを表示手段に出力、印刷手段に出力、記録媒体に出力、又は通信回線を介して他の通信機器に出力する機能と、
を実現させることを特徴とする企業評価プログラム。
Technical literature acquisition means for acquiring technical literature from a technical literature database, total invention number extraction means by technical field for classifying the acquired technical literature by technical field and extracting the total number of inventions by technical field, and the acquired technical literature The number of inventions for each technical field, which classifies and extracts the number of inventions for each technical field, the oligopoly score for each technical field for calculating the oligopoly score for each technical field, and the emphasized oligopoly score for each technical field is calculated Emphasis oligopoly score calculation means for each technical field, company competitive score calculation means for calculating company-specific competitiveness score, standardized company competitiveness score calculation means for calculating standardized company competitiveness score, and calculated standardized company Output means for outputting a competitive score to a display means, the technical document acquisition means, the total invention number extraction means by technical field, the invention number extraction means by company technical field, the oligopoly by technical field A company evaluation apparatus comprising: an information processing means capable of controlling a calculation means, a technical field-enhanced oligopoly score calculation means, a company competitiveness score calculation means, a standardized company competitiveness score calculation means, and an output means A company evaluation program executed in the information processing means,
The information processing means is
In the technical document acquisition means, a function of acquiring a technical document such as a published patent gazette, a patent gazette from a technical document database,
The obtained technical documents are classified by the technical field such as IPC subclass and keyword into the total invention number extracting means by the technical field, and the total number of patent applications by technical field or the number of all patent application claims by technical field, etc. A function to extract the total number of inventions by technical field;
The obtained technical documents are classified by the company such as the applicant and the technical field such as the IPC subclass and the keyword, and the number of patent applications by the company and the technical field, A function of extracting the number of inventions by technical field by company, such as the number of patent application claims by company and technical field;
Dividing the number of inventions by technology field by company by the total number of inventions by technology field to calculate the share of inventions by company by technology field, and calculating the share of inventions by company by technology field. a function to calculate the sum by calculating the power of ka (where ka> 1) for each company having at least one invention in a predetermined technical field, and calculating an oligopoly score by technical field;
A function of multiplying the technical field emphasized oligopoly score calculation means by the technical field share of the number of inventions by company and the technical field oligopoly score, and calculating a technical field emphasized oligopoly score;
A function for calculating the total competitiveness score for each technical field having at least one invention in a specific company, calculating a sum by calculating the technical competitive score by means of the technical field, and calculating a competitive score for each company;
A function of calculating a standardized company competitiveness score by dividing the competitiveness score for each company by the number of technical fields in the standardized company competitiveness score calculating means;
A function of outputting the calculated standardized company competitiveness score to the display means, outputting to the printing means, outputting to a recording medium, or outputting to other communication devices via a communication line to the output means,
A company evaluation program characterized by
技術文献を技術文献データベースから取得する技術文献取得手段と、取得した技術文献を技術分野別に分類して技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、取得した技術文献を分類して企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、技術分野別強調寡占スコアを算出する技術分野別強調寡占スコア算出手段と、企業別競争力スコアを算出する企業競争力スコア算出手段と、発明数の伸び率を取得する発明伸び率取得手段と、特定企業の超過成長率を算出する超過成長率算出手段と、企業競争力指数を算出する企業競争力指数算出手段と、企業競争力指数を表示手段等に出力する出力手段と、前記技術文献取得手段、技術分野別全発明数抽出手段、企業別技術分野別発明数抽出手段、技術分野別寡占スコア算出手段、技術分野別強調寡占スコア算出手段、企業競争力スコア算出手段、発明伸び率取得手段、超過成長率算出手段、企業競争力指数算出手段、出力手段とを制御することが可能な情報処理手段とを備えた企業評価装置の情報処理手段において実行される企業評価プログラムであって、
前記情報処理手段が、
前記技術文献取得手段に、公開特許公報、特許公報等の技術文献を技術文献データベースから取得する機能と、
前記技術分野別全発明数抽出手段に、取得した技術文献をIPCサブクラス、キーワード等の技術分野別に分類して、技術分野別の全特許出願件数又は技術分野別の全特許出願請求項数等の技術分野別全発明数を抽出する機能と、
前記企業別技術分野別発明数抽出手段に、取得した技術文献を出願人等の企業別、及び、IPCサブクラス、キーワード等の技術分野別に分類して、企業別及び技術分野別の特許出願件数又は企業別及び技術分野別の特許出願請求項数等の企業別技術分野別発明数を抽出する機能と、
前記技術分野別寡占スコア算出手段に、企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する機能と、
前記技術分野別強調寡占スコア算出手段に、技術分野別企業別発明数シェアと前記技術分野別寡占スコアとを乗算して技術分野別強調寡占スコアを算出する機能と、
前記企業競争力スコア算出手段に、技術分野別強調寡占スコアを特定の企業において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別競争力スコアを算出する機能と、
前記発明伸び率取得手段に、取得した技術文献の日付情報に基づいて、特定企業における発明数の伸び率と、全企業における発明数の伸び率とを取得する機能と、
前記超過成長率算出手段に、特定企業における発明数の伸び率から全企業における発明数の伸び率を減算して特定企業の超過成長率を算出する機能と、
前記企業競争力指数算出手段に、超過成長率に1を加算した値に企業競争力スコアを乗算して企業競争力指数を算出する機能と、
前記出力手段に、企業競争力指数を表示手段に出力、印刷手段に出力、記録媒体に出力、又は通信回線を介して他の通信機器に出力する機能と、
を実現させることを特徴とする企業評価プログラム。
Technical literature acquisition means for acquiring technical literature from a technical literature database, total invention number extraction means by technical field for classifying the acquired technical literature by technical field and extracting the total number of inventions by technical field, and the acquired technical literature The number of inventions for each technical field, which classifies and extracts the number of inventions for each technical field, the oligopoly score for each technical field for calculating the oligopoly score for each technical field, and the emphasized oligopoly score for each technical field is calculated. Emphasis oligopoly score calculation means for each technical field, company competitiveness score calculation means for calculating the competitiveness score for each company, invention growth rate acquisition means for acquiring the growth rate of the number of inventions, and excess growth rate of a specific company Excess growth rate calculating means, corporate competitiveness index calculating means for calculating corporate competitiveness index, output means for outputting corporate competitiveness index to display means, etc., technical document acquisition means, technical field-specific Invention number extraction means, company-specific technical field invention number extraction means, technical field-specific oligopoly score calculation means, technical field-emphasized oligopoly score calculation means, company competitiveness score calculation means, invention growth rate acquisition means, excess growth rate calculation means A company evaluation program executed in the information processing means of the company evaluation apparatus comprising the information processing means capable of controlling the company competitiveness index calculating means and the output means,
The information processing means is
In the technical document acquisition means, a function of acquiring a technical document such as a published patent gazette, a patent gazette from a technical document database,
The obtained technical documents are classified by the technical field such as IPC subclass and keyword into the total invention number extracting means by the technical field, and the total number of patent applications by technical field or the number of all patent application claims by technical field, etc. A function to extract the total number of inventions by technical field;
The obtained technical documents are classified by the company such as the applicant and the technical field such as the IPC subclass and the keyword, and the number of patent applications by the company and the technical field, A function of extracting the number of inventions by technical field by company, such as the number of patent application claims by company and technical field;
Dividing the number of inventions by technology field by company by the total number of inventions by technology field to calculate the share of invention numbers by company by technology field and calculating the share of invention numbers by company by technology field. A function of calculating the sum by multiplying the powers (however, ka> 1) for each company having at least one invention in a predetermined technical field, and calculating an oligopoly score by technical field;
A function of multiplying the technical field emphasized oligopoly score calculation means by the technical field share of the number of inventions by company and the technical field oligopoly score, and calculating a technical field emphasized oligopoly score;
A function for calculating the total competitiveness score for each technical field having at least one invention in a specific company, calculating a sum by calculating the technical competitive score by means of the technical field, and calculating a competitive score for each company;
Based on the date information of the acquired technical literature, the function of acquiring the growth rate of the number of inventions in a specific company and the growth rate of the number of inventions in all companies,
A function of subtracting the growth rate of the number of inventions in all companies from the growth rate of the number of inventions in the specified company to the excess growth rate calculating means, and calculating the excess growth rate of the specified company;
A function of calculating a corporate competitiveness index by multiplying a value obtained by adding 1 to the excess growth rate to the corporate competitiveness index calculating means;
A function of outputting the company competitiveness index to the display means, outputting to the printing means, outputting to the recording medium, or outputting to other communication devices via a communication line to the output means,
A company evaluation program characterized by
技術文献を技術文献データベースから取得する技術文献取得手段と、取得した技術文献を技術分野別に分類して技術分野別全発明数を抽出する技術分野別全発明数抽出手段と、取得した技術文献を分類して企業別技術分野別発明数を抽出する企業別技術分野別発明数抽出手段と、技術分野別寡占スコアを算出する技術分野別寡占スコア算出手段と、技術分野別強調寡占スコアを算出する技術分野別強調寡占スコア算出手段と、企業別競争力スコアを算出する企業競争力スコア算出手段と、発明数の伸び率を取得する発明伸び率取得手段と、特定企業の超過成長率を算出する超過成長率算出手段と、企業競争力指数を算出する企業競争力指数算出手段と、規格化企業競争力指数を算出する規格化企業競争力指数算出手段と、規格化企業競争力指数を表示手段等に出力する出力手段と、前記技術文献取得手段、技術分野別全発明数抽出手段、企業別技術分野別発明数抽出手段、技術分野別寡占スコア算出手段、技術分野別強調寡占スコア算出手段、企業競争力スコア算出手段、発明伸び率取得手段、超過成長率算出手段、企業競争力指数算出手段、規格化企業競争力指数算出手段、出力手段とを制御することが可能な情報処理手段とを備えた企業評価装置の情報処理手段において実行される企業評価プログラムであって、
前記情報処理手段が、
前記技術文献取得手段に、公開特許公報、特許公報等の技術文献を技術文献データベースから取得する機能と、
前記技術分野別全発明数抽出手段に、取得した技術文献をIPCサブクラス、キーワード等の技術分野別に分類して、技術分野別の全特許出願件数又は技術分野別の全特許出願請求項数等の技術分野別全発明数を抽出する機能と、
前記企業別技術分野別発明数抽出手段に、取得した技術文献を出願人等の企業別、及び、IPCサブクラス、キーワード等の技術分野別に分類して、企業別及び技術分野別の特許出願件数又は企業別及び技術分野別の特許出願請求項数等の企業別技術分野別発明数を抽出する機能と、
前記技術分野別寡占スコア算出手段に、企業別技術分野別発明数を技術分野別全発明数で除算して技術分野別企業別発明数シェアを算出し、前記技術分野別企業別発明数シェアをka乗(但し、ka>1)したものを所定の技術分野に少なくとも一つの発明を有する企業毎に積算して総和を算出し、技術分野別寡占スコアを算出する機能と、
前記技術分野別強調寡占スコア算出手段に、技術分野別企業別発明数シェアと前記技術分野別寡占スコアとを乗算して技術分野別強調寡占スコアを算出する機能と、
前記企業競争力スコア算出手段に、技術分野別強調寡占スコアを特定の企業において少なくとも一つの発明を有する技術分野毎に積算して総和を算出し、企業別競争力スコアを算出する機能と、
前記発明伸び率取得手段に、取得した技術文献の日付情報に基づいて、特定企業における発明数の伸び率と、全企業における発明数の伸び率とを取得する機能と、
前記超過成長率算出手段に、特定企業における発明数の伸び率から全企業における発明数の伸び率を減算して特定企業の超過成長率を算出する機能と、
前記企業競争力指数算出手段に、超過成長率に1を加算した値に企業競争力スコアを乗算して企業競争力指数を算出する機能と、
前記規格化企業競争力指数算出手段に、企業別競争力指数を技術分野数で除算して規格化企業競争力指数を算出する機能と、
前記出力手段に、規格化企業競争力指数を表示手段に出力、印刷手段に出力、記録媒体に出力、又は通信回線を介して他の通信機器に出力する機能と、
を実現させることを特徴とする企業評価プログラム。
Technical literature acquisition means for acquiring technical literature from a technical literature database, total invention number extraction means by technical field for classifying the acquired technical literature by technical field and extracting the total number of inventions by technical field, and the acquired technical literature The number of inventions for each technical field, which classifies and extracts the number of inventions for each technical field, the oligopoly score for each technical field for calculating the oligopoly score for each technical field, and the emphasized oligopoly score for each technical field is calculated. Emphasis oligopoly score calculation means for each technical field, company competitiveness score calculation means for calculating the company-specific competitiveness score, invention growth rate acquisition means for acquiring the growth rate of the number of inventions, and excess growth rate of a specific company Excess growth rate calculation means, company competitiveness index calculation means for calculating company competitiveness index, standardized company competitiveness index calculation means for calculating standardized company competitiveness index, standardized company competitiveness index Output means for outputting to the display means, the technical document acquisition means, the total invention number extraction means by technical field, the invention number extraction means by company technical field, the oligopoly score calculation means by technical field, the emphasized oligopoly score by technical field Information processing capable of controlling calculation means, company competitiveness score calculation means, invention growth rate acquisition means, excess growth rate calculation means, company competitiveness index calculation means, standardized company competitiveness index calculation means, output means A company evaluation program executed in an information processing means of a company evaluation device comprising means,
The information processing means is
In the technical document acquisition means, a function of acquiring a technical document such as a published patent gazette, a patent gazette from a technical document database,
The obtained technical documents are classified by the technical field such as IPC subclass and keyword into the total invention number extracting means by the technical field, and the total number of patent applications by technical field or the number of all patent application claims by technical field, etc. A function to extract the total number of inventions by technical field;
The obtained technical documents are classified by the company such as the applicant and the technical field such as the IPC subclass and the keyword, and the number of patent applications by the company and the technical field, A function of extracting the number of inventions by technical field by company, such as the number of patent application claims by company and technical field;
Dividing the number of inventions by technology field by company by the total number of inventions by technology field to calculate the share of inventions by company by technology field, and calculating the share of inventions by company by technology field. a function to calculate the sum by calculating the power of ka (where ka> 1) for each company having at least one invention in a predetermined technical field, and calculating an oligopoly score by technical field;
A function of multiplying the technical field emphasized oligopoly score calculation means by the technical field share of the number of inventions by company and the technical field oligopoly score, and calculating a technical field emphasized oligopoly score;
A function for calculating the total competitiveness score for each technical field having at least one invention in a specific company, calculating a sum by calculating the technical competitive score by means of the technical field, and calculating a competitive score for each company;
Based on the date information of the acquired technical literature, the function of acquiring the growth rate of the number of inventions in a specific company and the growth rate of the number of inventions in all companies,
A function of subtracting the growth rate of the number of inventions in all companies from the growth rate of the number of inventions in the specified company to the excess growth rate calculating means, and calculating the excess growth rate of the specified company;
A function of calculating a corporate competitiveness index by multiplying a value obtained by adding 1 to the excess growth rate to the corporate competitiveness index calculating means;
The standardized company competitiveness index calculating means calculates the standardized company competitiveness index by dividing the company-specific competitiveness index by the number of technical fields;
A function of outputting a standardized company competitiveness index to the display means, outputting to the printing means, outputting to a recording medium, or outputting to other communication devices via a communication line to the output means;
A company evaluation program characterized by
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Cited By (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN112598228B (en) * 2020-12-07 2023-09-22 深圳价值在线信息科技股份有限公司 Enterprise competitiveness analysis method, device, equipment and storage medium

Cited By (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN112598228B (en) * 2020-12-07 2023-09-22 深圳价值在线信息科技股份有限公司 Enterprise competitiveness analysis method, device, equipment and storage medium

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