Abstract: We analyzed consensus EPS revisions for CSI 100 component stocks in April 2026, estimating the index's 2026E EPS at 271.0 at month-end, down 0.61% from 272.6 in March. The CSI 100 index rose 9.4% over the period, from 4,330 to 4,737, while individual stock EPS revisions collectively subtracted ¥1.81 from the index EPS, with 34 stocks revised up against 47 revised down. The largest positive contributors to index EPS were ZHONGJI INNOLIGHT (300308 CH, +¥1.73 to index EPS) and GIGADEVICE SEMICONDUCTOR (603986 CH, +¥0.70), while MUYUAN FOODS (002714 CH, -¥1.26) and Moutai (600519 CH, -¥1.08) were the largest detractors. On a percentage basis, TONGWEI (600438 CH) saw the steepest EPS cut at -88.1% and MUYUAN FOODS fell -48.6%, while CHONGQING ZHIFEI BIOLOGICAL PRODUCTS (300122 CH) posted the largest upgrade at +513% and GIGADEVICE SEMICONDUCTOR rose +79.0%.
GANFENG LITHIUM, CHINA VANKE, TONGWEI, GIGADEVICE SEMICONDUCTOR, Longi Green, JONHON OPTRONIC TECHNOLOGY
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