Core Viewpoint - The U.S. International Trade Commission (ITC) has issued a final ruling regarding specific photovoltaic bus cable components, determining that there is no review of the initial ruling made by the administrative law judge on July 21, 2025, which found no patent unenforceability due to lack of "but-for materiality" [1] Summary by Relevant Sections - **ITC Ruling**: The ITC's announcement on August 19 indicates a partial approval of the applicant's motion, confirming that the disputed concealment of information does not meet the threshold of "but-for materiality" [1] - **Legal Findings**: The administrative law judge acknowledged significant factual issues regarding other aspects of unenforceability, including serious misconduct and unclean hands, but ultimately rejected these allegations [1]

分析师：杨贵洲 [Table_ReportDate] 2025 年 2 月 17 日 [T分析师： able_Author 赵晓闯] 执业证书号：S1030511010004 电话：0755-83199599 邮箱：zhaoxc@csco.com.cn 执业证书号：S1030524060001 电话：0755-83199599 邮箱：yanggz1@csco.com.cn 研究助理：董李延楠 电话：0755-83199599 邮箱：donglyn@csco.com.cn 公司具备证券投资咨询业务资格 证券研究报告 装备制造 [Table_Title] "天神之眼"发布促行业发展进入快车道 [Table_ReportType]装备制造行业周报（2 月第 2 周） [Table_S 市场行情回顾 ummary] ： 春节后 8 个交易日机械设备、电力设备及汽车行业指数涨跌 幅分别为+5.29%、+4.27%及+8.20%，在 31 个申万一级行业中 排名分别为第 8、12、3 位；同期沪深 300 涨跌幅为+3.19%。 行业观点： 请务必阅读文后重要声明及免责条款 [Table_Industry] [Table ...