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
A monthly review of consensus earnings revisions for CSI 100 constituents. Each issue estimates how the index's forward EPS changed over the month, and tabulates the stocks with the largest impact on index EPS alongside their EPS and revenue revisions. All issues of Index Earnings Revision Monthly →
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