Abstract: We analyzed the earnings revision of CSI 100 component stocks for June 2026, estimating the index's 2026E EPS at 264.1, down 0.75% month on month from 266.1 in May. The index rose 2.6% over the month from 4,742 to 4,866, with 36 stocks seeing upward EPS revisions versus 37 downward. Individual stock EPS revisions contributed ¥0.951 to index EPS changes. The index was rebalanced this month, with nine stocks added and nine removed. On EPS revision, Poly Developments (600048 CH) led gainers with a 52.0% month-on-month increase, followed by Longi Green (601012 CH) at +23.0%, while Chongqing Zhifei Biological Products (300122 CH) saw the steepest decline at -79.7%. By index EPS impact, Eoptolink Technology (300502 CH) contributed the largest positive effect at +¥5.9 due to its inclusion, while China Petroleum and Chemical (600028 CH) dragged by -¥1.6 following its exclusion.
POLY DEVELOPMENTS AND, CHINA PETROLEUM AND CHEMICAL, GIGADEVICE SEMICONDUCTOR, Longi Green, EOPTOLINK TECHNOLOGY, SATELLITE CHEMICAL
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