华安证券研报指出，领益智造前三季度实现归母净利润19.41亿元，同比增长37.66%，对应3Q25单季度 归母净利润10.12亿元，同比增长39.28%。公司业绩表现上佳，多领域受益于大客户创新。从今年 iPhone系列的升级可以看到，iPhone17Pro和iPhone17ProMax首次引入VC均热板设计，同时边框回归铝 合金，散热效果大幅提升；电池方面，更多的机型开始使用钢壳电池；快充方面，17系列充电功率提升 至40W。同时从销售情况看，根据苹果业绩说明会信息，公司表示iPhone17受到欢迎，预计下一季度中 国市场的收入将恢复增长。公司作为大客户多个零部件的主要供应商之一，有望持续受益于客户创新。 此外，公司在10月30日发布了收购公告，进一步升级公司汽车业务。维持"买入"评级。 ...

Core Insights - The launch day of Apple's iPhone 17 series on September 19 saw significantly fewer customers queuing at retail locations compared to previous years [1][3] - The iPhone 17 series includes four models: iPhone 17, iPhone Air, iPhone 17 Pro, and iPhone 17 Pro Max, with prices ranging from 5,999 yuan to 17,999 yuan [9] - The iPhone Air is noted for its innovative design, being the thinnest iPhone at 5.6 mm, but its release in China is delayed pending regulatory approval [9] Customer Behavior - There was a noticeable decrease in the number of customers waiting to pick up their devices at the Shenzhen retail store, with queues being much shorter than in previous years [1][3] - A "scalper" indicated that this year they are only purchasing the iPhone 17 Pro Max models with storage capacities of 512GB and above, reflecting a shift in demand [5] Product Features - The iPhone 17 Pro series features three 48-megapixel rear cameras, addressing previous concerns about battery life with the iPhone 17 Pro Max having a battery capacity close to 5,000 mAh [9] - The most popular color for the iPhone 17 Pro Max at the launch was orange, followed by silver [7] Availability - As of September 19, the estimated pickup time for orders placed on Apple's Chinese website for the iPhone 17 series is between October 21, 2025, and October 28, 2025 [9]

GM,start my trading day with my new #iPhone17Pro https://t.co/CbkOa9seKx ...

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