Управленец2218-50032686-792310.29141/2218-5003-2026-17-1-3MDNZPIhttps://upravlenets.usue.ru/ru/-2026/1775https://upravlenets.usue.ru/ru/-2026/1775Тематическое моделирование патентных ландшафтов как инструмент стратегического форкастинга промышленных компанийTopic modelling of patent landscapes as a tool for strategic forecasting in industrial companiesМатраеваЛилия ВалериевнаМатраеваЛилия ВалериевнаMatraevaLilia V.lilia.matraeva@gmail.comВасютинаЕкатерина СергеевнаВасютинаЕкатерина СергеевнаVasiutinaEkaterina S.esvas@mail.ruMIREA – Russian Technological University (Moscow, Russia)МИРЭА – Российский технологический университет (г. Москва, РФ)1203202617131461811202522012026CC BY-NC 4.0

Стратегическое управление промышленными компаниями сталкивается с разрывом между декларативными технологическими приоритетами и практической способностью преобразовывать внешние технологические сигналы в решения по портфелю исследований и разработок, инвестициям и дорожным картам. Статья посвящена формированию интегрированной методики техномайнинга, которая позволяет превратить анализ патентных данных в инструмент стратегического форкастинга. Методологическую основу исследования составили положения концепции техномайнинга как инструмента интеграции текстового анализа и стратегического управления технологиями, методология технологического дорожного картирования в логике многоуровневой архитектуры «рынок – продукт – технология», а также модель уровней технологической готовности (TRL), применяемая для оценки степени зрелости технологических решений. В качестве методов использованы тематическое моделирование (LDA) патентного корпуса, качественная интерпретация и многокритериальное ранжирование технологических ниш, а также контент-анализ формулировок патентных текстов для косвенной оценки зрелости решений. Информационная база включает патентные документы международной системы WIPO PatentScope по микроводорослевым технологиям. Выявлены 11 тематических кластеров, структурированных вокруг ядра создания ценности (производство биомассы и биотоплива), а также определены инфраструктурные направления, точки роста и слепые зоны отрасли. Установлено, что из пяти направлений дорожной карты наибольшая зрелость и коммерческий потенциал характерны для интегрированных решений (биоремедиация, утилизация CO₂). Предложенная карта увязывает результаты патентной аналитики с приоритизацией НИОКР и инвестиционных решений на кратко-, среднеи долгосрочных горизонтах.

Industrial companies’ strategic management increasingly faces a gap between declared technology priorities and the practical capability to convert external technological signals into decisions on R&D portfolios, investment allocation, and technology roadmaps. This study develops a comprehensive tech mining approach that turns patent analytics into an operational tool for strategic forecasting. The methodological basis combines the principles of the tech mining concept as an instrument for integrating text analysis with strategic technology management, technology roadmapping structured according to the multi-level architecture of “market–product–technology”, as well as the technology readiness level (TRL) model used to assess the maturity of technological solutions. Among the research methods are topic modelling (LDA) of a patent corpus, qualitative interpretation, multi-criteria ranking of technological niches, and content analysis of patent wording to infer technology maturity when direct stage information is unavailable. The evidence base comprises patent documents from the WIPO PatentScope database related to microalgae-based technologies. The study identifies 11 thematic clusters structured around the value creation core (biomass and biofuel production) and establishes infrastructure areas, growth points, and blind spots of the industry. Of five areas of the roadmap, the greatest maturity and commercial potential are characteristic of integrated solutions (bioremediation, CO₂ utilization). The proposed map links the results of patent analytics with R&D prioritization and investment decisions over short, medium, and long terms.

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Technology roadmapping–A planning framework for evolution and revolution. Technological Forecasting and Social Change, vol. 71, issues 1–2, pp. 5–26. https://doi.org/10.1016/S0040-1625(03)00072-6Porter A.L. (2005). Tech mining. Competitive Intelligence Magazine, vol. 8, no. 1. https://www.thevantagepoint.com/resources/ articles/CI%20Jan-Feb%2005%20Porter.pdf.Porter A.L., Cunningham S.W. (2005). Tech mining: Exploiting new technologies for competitive advantage. Wiley.Sadin S.R., Povinelli F.P., Rosen R. (1989). The NASA technology push towards future space mission systems. Acta Astronautica, vol. 20, pp. 73–77. https://doi.org/10.1016/0094-5765(89)90054-4Stavridou E., Karapetsi L., Nteve G.M., Tsintzou G., Chatzikonstantinou M., Tsaousi M., Martinez A., Flores P., Merino M., Dobrovic L., Mullor J.L., Martens S., Cerasino L., Salmaso N., Osathanunkul M., Labrou N.E., Madesis P. (2024). Landscape of microalgae omics and metabolic engineering research for strain improvement: An overview. Aquaculture, vol. 587, 740803. https://doi. org/10.1016/j.aquaculture.2024.740803Trippe A. (2015). Guidelines for preparing patent landscape reports. WIPO Publication No. 946E. Geneva: World Intellectual Property Organization (WIPO). https://www.wipo.int/edocs/pubdocs/en/wipo_pub_946.pdf.Tseng Y.H., Lin C.J., Lin Y.I. (2007). Text mining techniques for patent analysis. Information Processing & Management, vol. 43, no. 5, pp. 1216–1247. https://doi.org/10.1016/j.ipm.2006.11.011Vázquez-Romero B., Villar-Navarro E., Perales J.A., Garrido-Pérez C., Ruiz J. (2024). Techno-economic analysis of using microalgae to treat streams from fish RAS farming and replace fish meal: A case study. Journal of Water Process Engineering, vol. 59, 104904. https://doi.org/10.1016/j.jwpe.2024.104904Yu X., Zhang B. (2019). Obtaining advantages from technology revolution: A patent roadmap for competition analysis and strategy planning. Technological Forecasting and Social Change, vol. 145, pp. 273–283. https://doi.org/10.1016/j.techfore.2019.04.016Zhang H., Daim T.U., Zhang Y. (2021). Integrating patent analysis into technology roadmapping: A latent dirichlet allocationbased technology assessment and roadmapping in the field of Blockchain. Technological Forecasting and Social Change, vol. 167, Article 120729. https://doi.org/10.1016/j.techfore.2021.120729