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重塑侵害商标权的认定标准
2011-04-08 作者:李雨峰 来源:中国民商法律网

  引言                                                                                                         
                                                                                                                 
  尽管已有的学术文献在界定一般侵权行为(这里的“侵权行为”既包括侵害的是法律上明确规定的权利,也包括法律应予保护
                                                                                                                 
  本文试图对现代商标法上的侵权标准加以整合,在检讨“混淆标准”和“淡化标准”的基础上,提出“显著性标准”。这一进
                                                                                                                 
  一、“混淆标准”与“淡化标准”                                                                               
                                                                                                                 
  “混淆标准”意味着,在考量被诉行为人是否侵害了他人的商标权时,以消费者对商品/服务来源是否发生了混淆作为判定的?
                                                                                                                 
  “混淆标准”的着眼点是消费者,认为商标法的最终目标是保护消费者。然而,随着技术与市场规模的发展,有些行为并没有
                                                                                                                 
  将混淆界定为侵害商标权的判定标准预设了商标法的消费者中心主义。然而,这一进路模糊了商标法和消费者权益保护法的界
                                                                                                                 
  按照“混淆标准”,作为一般消费者的公众是主要的判断主体。按此,在判断是否造成消费者混淆时,采用取样调查的办法最
                                                                                                                 
  二、为什么不是“商标使用标准”                                                                               
                                                                                                                 
  近些年来,针对互联网环境下的商标权纠纷,如搜索引擎服务商销售关键词的行为、弹出式广告行为等,一些美国学者提出了
                                                                                                                 
  能否把商标使用作为侵害商标权的认定标准?笔者的结论是否定的。其理由在于,第一,无论是有关的国际公约,还是商标法
                                                                                                                 
  三、从利益到权利:作为竞争手段的商标                                                                         
                                                                                                                 
  现代的法律理论家总有些自我中心主义,他们乐意接受“传统—现代二分法”的理念,认为应当对社会进行两极性的划分,(
                                                                                                                 
  本文坚持这样一种基本观点,商标本质上是一种符号[19],是商品或者服务经营者之间竞争的手段。因此,凡有商品或者服务
                                                                                                                 
  显然,商标与广告、营业风格、售后服务一样,也是经营主体之间进行竞争的手段,它们透视着责任主体的信息。经营者通过
                                                                                                                 
  保护竞争手段的合法、诚信是竞争法的基本内容。竞争法通过规制竞争行为、结构或者状态,实现效率、公平、正义、秩序等
                                                                                                                 
  区分权利和利益的意义何在?其关注点在于构建不同的认定侵权行为的法律要件。这一区分在德国民法典和我国台湾地区民法
                                                                                                                 
  竞争者基于商标这种竞争手段而产生的利益上升为权利后,即受专门法(商标法)的调整。尽管商标法仍具有竞争法、秩序法的
                                                                                                                 
  四、侵害商标权的应然标准                                                                                     
                                                                                                                 
  从商标权本身的性质讨论侵害商标权的认定标准这一认识并不新鲜,孔祥俊先生在最近的一本著作中就着重提出,我国在认定
                                                                                                                 
  将商标的基本功能作为认定侵害商标权的基础准确把握了商标法的内核,但其不足是带来了一定的不确定性,商标的基本功能
                                                                                                                 
  时过境迁,现代的学者更愿意把商标的本质表述为显著性(distinctiveness),而不是谢克特所谓的唯一性或者特殊性。但笔?
                                                                                                                 
  把“显著性受到损害之虞”作为判定侵害商标权的标准的另一个理由是,它可以统合商标法的基础。按照“混淆标准”,其依
                                                                                                                 
  把“显著性受到损害之虞”作为判定侵害商标权的标准预示了救济模式的转变。在以混淆为侵权认定标准的前提下,考量的是
                                                                                                                 
  将侵害商标权的判定标准界定为“显著性受到损害之虞”还可以在学术研究上有效地分配资源。在以混淆作为判定侵害商标权
                                                                                                                 
  五、结语                                                                                                     
                                                                                                                 
  本文对传统的商标法上的“混淆标准”进行了反思乃至反对。这并不意味着笔者秉持一种启示录式诊断的批评态度,只提出否
                                                                                                                 
  问题是,这种做法是否仅在逻辑上为商标法提供了一个自恰的借口,而不能为商标制度的运行提供力量?从而使本文的讨论与
                                                                                                                 
  就一般商标而言,已有的研究表明,并非所有的直接侵害商标权的行为都以混淆为前提[7]298。就驰名商标而言,不仅是源自
                                                                                                                 
  注释:                                                                                                        
                                                                                                                 
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