3C设备行业周观点：打样陆续落地，持续建议关注3C设备板块

Investment Rating - The industry investment rating is "Outperform the Market" [8] Core Insights - Domestic smartphone shipments have significantly increased, indicating a continuous improvement in the terminal market. In August, the domestic smartphone shipment reached 24.047 million units, a year-on-year increase of 26.7%. Cumulatively, from January to August, the domestic market shipped 195 million units, reflecting a year-on-year growth of 16.6% [2] - Major technology companies are making strides in the AR glasses sector, which is expected to enhance consumer awareness and acceptance of AR glasses, thereby opening up broader development opportunities for the 3C product market [4] - The iPhone 17 series is anticipated to be a major update next year, with significant changes expected to drive demand for 3C devices and related assembly and testing equipment [5] Summary by Sections Industry Dynamics - The report highlights the ongoing transformation in the industry, emphasizing the importance of equipment. It suggests focusing on companies involved in assembly equipment (e.g., Saiteng Co., Bozhong Precision, Kuaike Intelligent), testing equipment (e.g., Zhili Fang, Oat Technology, Rongqi Technology), steel shell batteries (e.g., Lianying Laser, Tianzhun Technology), and components like frames and hinges [6]