How to evaluate foreign investment in non-patented technology?

It must be a domestic evaluation agency, and it must be an evaluation institution recognized by the Ministry of Finance and the China Securities Regulatory Commission, with national-level evaluation qualifications

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Intangible assets evaluation procedures

In accordance with national laws and regulations, and in compliance with the principles of science, objectivity, seriousness and responsibility, the procedures for carrying out intangible asset evaluations are as follows:

1. Signing: Before the assessment, the customer needs to sign an agreement with the company, reach an agreement on the assessment scope, purpose, base date, charges, time for delivery of the assessment report, etc., formally sign the agreement, and jointly supervise the implementation.

2. Form a project team: Depending on the size and difficulty of the evaluation project, a project evaluation team composed of industry experts, evaluation experts, professionals in economics, law, technology, society, accounting and other fields will be formed to implement For project evaluation, the project team implements an expert responsibility system.

3. On-the-spot inspection: The project team conducts on-site inspections in the enterprise to understand the development and changes of the enterprise, economic benefits, market prospects, technology life cycle, equipment technology, economic status, and check various legal documents and accounting statements , listen to reports from middle-level and above leading cadres.

4. Market research: Use modern means to conduct surveys among consumer groups in different regions and with different economic incomes. Some assessments also require international market research to obtain first-hand information for the assessment.

5. Design mathematical models: Adopt internationally accepted theories and methods, design mathematical models based on the actual situation of the enterprise being evaluated, scientifically determine the values ??of various parameters, and conduct multiple computer calculations.

6. Discussion by the expert committee: The expert advisory committee will demonstrate the evaluation results. More than two-thirds of the expert advisory committee must be present, and industry experts must be present. Only if more than half of the experts pass by secret vote can the evaluation results be approved. pass.

7. Notify the customer of the evaluation results: Notify the customer of the evaluation results, and the customer pays the evaluation fee.

8. Print the evaluation report and send the evaluation report to the customer.

Proprietary technology value evaluation data collection directory

1. Basic company information

1. Industrial and commercial enterprise legal person business license, tax registration certificate, production license, etc.

2. Company profile;

3. Articles of Association;

4. Distribution of corporate marketing network;

5. Enterprise product quality standards;

6. News media and consumers’ reports and evaluations on product quality and services;

1. other.

2. Proprietary technical information

1. Brief introduction to the research and development of the client’s technical products and technical developers;

2. Legal documents such as proprietary technology transfer agreement, licensing contract and payment voucher;

3. Technical specifications. Substantial information, documents, certificates and appraisal opinions provided by the client that can explain the status of the technology itself, such as advancement, monopoly, maturity, confidentiality and diffusion.

4. Questionnaire on basic information on proprietary technology (see attached table);

5. Technical product project proposal, letter of intent for joint venture and cooperation, feasibility study report or technical transformation plan;

6. Technical inspection reports, scientific and technological achievement appraisal certificates, technical search data, technical reviews by well-known industry experts, etc.;

3. Financial Information

1. The client’s balance sheet, profit and loss statement or financial income statistics related to technology products in the past five years (including the evaluation base date);

2. Statistics on capital investment and expenses in technology product development (Table 1);

3. The client’s development plan for the next five years;

4. The client's revenue forecast and preparation instructions for the patented product in the next 3-5 years (Table C).

Four. Other information

1. Technical product award certificates and high-tech enterprise recognition certificates.

2. Commitment letter from the client.