Abstract: We analyzed the earnings revision of CSI 100 index component stocks for July 2026. The index fell 7.4% over the month from 4,866 to 4,505, and our estimated 2026E index EPS declined 8.4% month-on-month from ¥263.5 to ¥241.3, with 25 stocks revised up and 41 revised down. Individual stock EPS revisions contributed -¥0.377 to the index EPS change. The largest negative impacts on index EPS came from Ping An Insurance (601318 CH, -¥4.5) and Zijin Mining (601899 CH, -¥4.4), while Zhongji Innolight (300308 CH, +¥3.3), Gigadevice Semiconductor (603986 CH, +¥2.8), and Eoptolink Technology (300502 CH, +¥2.6) provided the largest positive contributions. On a stock level, Longi Green (601012 CH) saw the largest EPS upgrade at +102% month-on-month, followed by Tongwei (600438 CH) at +25.3%, while SERES (601127 CH) suffered the steepest cut at -86.8% with a concurrent revenue revision of -27.4%.
ZHONGJI INNOLIGHT, ZTE, ZHEJIANG HUAYOU COBALT, EOPTOLINK TECHNOLOGY, CHINA VANKE, SIEYUAN ELECTRIC
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