Abstract: We analyzed the consensus EPS revision of CSI 100 component stocks for March 2026. The index declined 6.5% during the month, while the aggregate 2026E index EPS edged up 0.19% month-on-month to ¥273.5, with 29 stocks revised up versus 32 revised down. The largest positive contributor was ZIJIN MINING (601899 CH), adding ¥1.39 to index EPS on an 11.4% EPS upgrade, followed by PETROCHINA (601857 CH) at +¥0.43 on a 15.3% EPS increase; on the downside, PING AN INSURANCE (601318 CH) detracted ¥0.53 from index EPS with a 1.3% EPS cut, and TONGWEI (600438 CH) saw the steepest individual EPS cut at -42.4%. We also highlighted notable revenue revision leaders including PETROCHINA (+8.0%) and ZHONGJI INNOLIGHT (+5.2%), while MUYUAN FOODS (-4.6%) and CHINA MERCHANTS SHEKOU INDUSTRIAL ZONE (-3.8%) led revenue downgrades.
MUYUAN FOODS CO.,LTD. (A #002714), ZIJIN MINING GROUP COMPANY LIMITED (A #601899), NINGXIA BAOFENG ENERGY GROUP CO.,LTD (A #600989), CHINA MERCHANTS SHEKOU INDUSTRIAL ZONE HOLDINGS CO.,LTD (A #001979), PING AN INSURANCE (GROUP) COMPANY OF CHINA, LTD. (A #601318), SATELLITE CHEMICAL CO., LTD. (A #002648)
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