智能手机出货显示复苏，消费电子ETF下跌1.17%，蓝思科技跌2.96%

Group 1 - The A-share market experienced a collective decline on November 10, with the Shanghai Composite Index down by 0.06%, particularly affected by the engineering machinery and computer hardware sectors [1] - The consumer electronics sector showed significant divergence, with the Consumer Electronics ETF (159732) down by 1.17%, while stocks like Wentech Technology, Hehui Optoelectronics-U, and Zhaoyi Innovation saw increases of 3.51%, 2.14%, and 1.98% respectively [1] - Conversely, companies such as Shenghong Technology and Lens Technology performed poorly, with declines of 3.88% and 2.96% respectively [1] Group 2 - According to Omdia, global smartphone shipments are projected to reach 320.1 million units in Q3 2025, reflecting a year-on-year growth of 3%, indicating signs of recovery after a weak first half [3] - Transsion Holdings has risen to the fourth position globally in terms of shipments, with a year-on-year growth of 12% following inventory adjustments [3] - Galaxy Securities highlights the rising opportunities for Chinese consumer electronics brands, noting their increasing influence, comprehensive product layouts, and rapid iteration, suggesting potential for market concentration improvement [3]