Hong Kong Pilot Patent Valuation Support Scheme: Valtech Is Ready to Value Your Patents and IP | 香港專利估值先導支援計劃


On 30 September 2026, the Hong Kong Government launched the two-year Pilot Patent Valuation Support Scheme (the "Scheme"), giving local SMEs a subsidy to have their patents and other intellectual property (IP) assets professionally valued. The valuation gives banks and investors concrete evidence of what a company's IP is worth, opening the door to IP-backed financing. Valtech Valuation has an established workflow in place and a team that meets the Scheme's designated valuer list requirements, supplemented by additional credentials recognised in the US, Mainland China and Southeast Asia.

The Update in Brief

  • Launched: 30 September 2026, run through the Hong Kong Technology and Innovation Support Centre (HKTISC), and open for applications all year round.
  • Funding: a 1 (Government) : 1 (SME) matching grant, capped at HK$80,000 per approved enterprise, one-off.
  • What it pays for: a quantitative valuation of the company's patents and other IP assets by a designated Valuation Service Provider (mainly accountants, financial analysts and surveyors).
  • Free qualitative evaluation: if the IP includes a Hong Kong patent granted after substantive examination, IPD patent examiners will prepare a complimentary patent quality analysis (legal, technical and economic indicators, based on the national standard). The valuer may use it as a reference for the quantitative valuation.
  • Policy context: the Scheme complements the IP Financing Sandbox, whose first seven pilot cases secured bank loans of HK$1 million to HK$39 million backed by patents and trade marks.

Who Is Eligible?

At all material times, the applicant must be a company that:

  1. is incorporated in Hong Kong under the Companies Ordinance (Cap. 622) or Cap. 32, and holds a Hong Kong business registration;
  2. is an SME: a manufacturer with fewer than 100 employees, or a non-manufacturer with fewer than 50;
  3. has not previously received funding under the Scheme (one approved application per company);
  4. has applied for or registered at least one patent, trade mark, design or plant variety right in Hong Kong; and
  5. owns at least one patent, granted in Hong Kong or elsewhere after substantive examination, that is still in force.

Designated Valuation Service Provider Lists

Approved enterprises must commission a valuer from one of four designated lists:

  • CFA Society Hong Kong
  • The Hong Kong Institute of Certified Public Accountants (HKICPA)
  • The Hong Kong Institute of Surveyors (HKIS)
  • Royal Institution of Chartered Surveyors (RICS) – Registered Valuers, with written RICS confirmation of at least one year's experience in valuing IP, intangible assets or business interests attached to the valuer's quotation

Why Valtech: Qualified Under the Lists, Supplemented by Unparalleled Additional Credentials

There are many qualified valuers on the designated lists. The reason to choose Valtech is what we bring in addition to list eligibility. Many patents are developed with international markets in mind, and a valuation led by professionals whose credentials are recognised in the US, Mainland China and Southeast Asia carries more weight with overseas licensees, investors and lenders.

Valtech's team includes qualified persons who meet the requirements of the designated list: HKICPA Certified Public Accountants. We can staff the engagement with an eligible valuer, and we bring accounting, finance and surveying perspectives to the same IP asset.

Senior Valuers Assigned to Your Engagement

Valtech can assign Mr. Max Tsang or Mr. Jimmy Wong to take part in the valuation. Valtech believes their involvement brings value in addition to list eligibility. Each of them holds:

  • Fellow CPA (FCPA), Hong Kong Institute of Certified Public Accountants
  • Chartered Financial Analyst (CFA), the global investment analysis credential
  • Chartered Valuation Surveyor (MRICS), Royal Institution of Chartered Surveyors
  • Accredited in Business Valuation (ABV), AICPA, well recognised in the United States

In addition:

  • Mr. Max Tsang holds the Certified Public Valuer (CPV) credential, the official valuation qualification in the Chinese Mainland.
  • Mr. Jimmy Wong has passed all assessments for the Certified Public Valuer (China) and will obtain the qualification soon.
  • On request, we can also involve a Singapore-registered Certified Valuation Analyst (CVA) for companies also targeting Southeast Asian markets.

Credentials Matched to Your Target Markets

  • Hong Kong: FCPA (HKICPA), meeting the Scheme's designated list requirements
  • Global: CFA and MRICS
  • United States: ABV
  • Chinese Mainland: CPV
  • Southeast Asia: CVA (Singapore), on request

Valtech also has solid international valuation exposure. With offices in Hong Kong and Singapore and engagements across Mainland China, Southeast Asia, the Middle East and the United States, we are well suited to companies whose patents, licensing income or financing plans extend to international markets.

Valtech's Established Workflow for the Scheme

  1. Eligibility and scoping check: we review your IP portfolio against the Scheme criteria and agree which patents and related IP assets to value.
  2. Written quotation for your application: we provide the fee quotation and valuer credentials you need to submit with the application form.
  3. Information gathering: patent documents, technology description, business plan, licensing terms and financial data, plus the HKTISC qualitative patent evaluation where available.
  4. Quantitative valuation: income, market and cost approaches, including the relief-from-royalty, multi-period excess earnings and with-and-without methods, selected to suit the asset and its commercial stage.
  5. Reporting: a report prepared in line with the IPD's Guidelines for Quantitative IP Valuation Reports, ready for submission and for use with banks and investors.
  6. Financing support: we can explain the valuation to lenders and investors to help turn the report into financing.

IP Assets We Value

  • Invention patents, short-term patents and patent portfolios
  • Technology, know-how and software linked to patents
  • Trade marks and brands
  • Registered designs and plant variety rights
  • Licence agreements and royalty streams

Professional Credentials of Valtech's Team

  • PhD holders
  • Certified Public Accountants – CPA (HKICPA)
  • Chartered Financial Analysts – CFA
  • Financial Risk Managers – FRM (GARP)
  • Chartered Valuation Surveyors – MRICS (Royal Institution of Chartered Surveyors)
  • Accredited in Business Valuation – ABV (AICPA)
  • Certified Valuation Analysts – CVA (Singapore)
  • Certified Public Valuers – CPV (China Appraisal Society)

Planning to Apply?

Send us a list of your patents and other IP, and we will confirm eligibility and prepare a quotation for your application.

Get a Valuation Quote →

References

香港專利估值先導支援計劃：Valtech已準備就緒

香港特區政府於2026年9月30日推出為期兩年的專利估值先導支援計劃（「先導計劃」），資助本地中小企為其專利及其他知識產權資產進行專業估值。估值結果可為銀行及投資者提供具體的資產價值參考，協助企業以知識產權取得融資。Valtech Valuation已建立成熟的估值流程，團隊成員符合先導計劃指定估值服務提供者名單的資格要求，並具備美國、中國內地及東南亞認可的額外專業資格。

計劃重點

  • 推出日期：2026年9月30日，由香港技術與創新支持中心推行，全年接受申請。
  • 資助模式：政府與企業按1:1配對，每家獲批企業可獲一次性資助，上限為港幣八萬元。
  • 資助範圍：委託指定估值服務提供者（主要為會計師、財務分析師及測量師）為企業的專利及其他知識產權資產進行量性估值。
  • 免費專利質素分析：如知識產權資產包括已通過實質審查的香港專利，知識產權署專利審查員將協助提供一份參照國家標準的專利質素分析報告，從法律、技術及經濟價值等角度分析專利質素，可供估值師作參考。
  • 政策背景：先導計劃與知識產權融資沙盒相輔相成；沙盒首批七宗試點個案已以專利及商標取得100萬至3,900萬港元的銀行貸款。

申請資格

申請企業在所有關鍵時間必須：

  1. 根據《公司條例》（第622章）或第32章在香港註冊成立，並根據《商業登記條例》（第310章）登記；
  2. 屬中小企：製造業僱用少於100人，或非製造業僱用少於50人；
  3. 從未獲先導計劃資助（每家企業只會獲批一次）；
  4. 在香港已申請或註冊至少一項專利、商標、外觀設計或植物品種權；及
  5. 擁有至少一項在香港或其他地方經實質審查批予、並仍然有效的專利。

指定估值服務提供者名單

獲批企業須從以下四份名單中委託估值服務提供者：

  • 香港特許金融分析師學會（CFA Society Hong Kong）
  • 香港會計師公會
  • 香港測量師學會
  • 英國皇家特許測量師學會（RICS）註冊估值師（須附上RICS書面確認，證明估值師具備最少一年知識產權、無形資產或業務權益估值經驗）

為何選擇Valtech：符合名單資格，更具無可比擬的額外專業資格

指定名單上有不少合資格估值師，選擇Valtech的理由在於我們在名單資格以外所帶來的價值。不少專利的研發均以國際市場為目標，由具備美國、中國內地及東南亞認可資格的專業人員主導估值，在海外授權方、投資者及貸款機構面前更具說服力。

Valtech團隊成員符合指定名單的資格要求：香港會計師公會會計師。我們能安排合資格估值師負責，並結合會計、金融及測量專業角度分析同一項知識產權。

資深估值師親自參與

Valtech可安排Max Tsang先生或Jimmy Wong先生參與估值工作。兩位均持有以下資格：

  • 香港會計師公會資深會計師（FCPA）
  • 特許金融分析師（CFA），國際認可的投資分析資格
  • 英國皇家特許測量師學會特許估值測量師（MRICS）
  • 商業估值認證（ABV），美國註冊會計師協會頒發，在美國廣受認可

此外：

  • Max Tsang先生持有資產評估師（CPV）資格，即中國內地官方的估值專業資格。
  • Jimmy Wong先生已通過資產評估師（中國）全部考核，即將取得該資格。
  • 如有需要，我們亦可安排新加坡註冊估值分析師（CVA）參與，配合同時進軍東南亞市場的企業。

按目標市場配對專業資格

  • 香港：資深會計師（FCPA，香港會計師公會），符合先導計劃指定名單要求
  • 國際：CFA及MRICS
  • 美國：ABV
  • 中國內地：資產評估師（CPV）
  • 東南亞：新加坡CVA（按需要安排）

Valtech同時擁有豐富的國際估值經驗，在香港及新加坡設有辦事處，項目遍及中國內地、東南亞、中東及美國，特別適合專利、授權收入或融資計劃涉及海外市場的企業。

Valtech的成熟估值流程

  1. 資格及範圍評估：按計劃準則審視 貴公司的知識產權組合，確定估值的專利及相關資產。
  2. 提供書面報價：提供申請時所需的估值費用報價及估值師資格證明。
  3. 資料收集：專利文件、技術說明、業務計劃、授權條款及財務資料，並參考香港技術與創新支持中心的專利質素分析（如適用）。
  4. 量性估值：按資產特性及商業化階段，採用收益法、市場法及成本法，包括許可費節省法、多期超額收益法及有無對比法。
  5. 估值報告：按知識產權署《知識產權量性估值報告指引》編制，可用於提交計劃及向銀行和投資者展示。
  6. 融資支援：協助向貸款機構及投資者解說估值結果，推動報告轉化為融資。

估值資產範圍

  • 標準專利、短期專利及專利組合
  • 與專利相關的技術、專有技術及軟件
  • 商標及品牌
  • 註冊外觀設計及植物品種權
  • 授權協議及許可費收入

Valtech團隊專業資格

  • 博士（PhD）
  • 執業會計師 – CPA（香港會計師公會）
  • 特許金融分析師 – CFA
  • 金融風險管理師 – FRM（GARP）
  • 特許估值測量師 – MRICS（英國皇家特許測量師學會）
  • 商業估值認證 – ABV（AICPA）
  • 註冊估值分析師 – CVA（新加坡）
  • 資產評估師 – CPV（中國資產評估協會）

準備申請？

請將 貴公司的專利及其他知識產權清單發給我們，我們將確認申請資格並提供報價。

索取估值報價 →

參考資料