Abstract: We analyzed consensus earnings revisions for CSI 100 component stocks in September 2026. The CSI 100 index fell 6.4% over the month from 4,466 to 4,180, and the index 2026E EPS declined 1.3% month-on-month from ¥263.0 to ¥259.5, with 27 stocks revised up versus 56 revised down. Individual stock EPS revisions contributed -¥3.26 to the index EPS change. The largest negative contributor was CHINA VANKE (000002 CH), whose EPS revision dragged index EPS by -¥1.21, followed by CHINA STATE CONSTRUCTION ENGINEERING (-¥0.53), Longi Green (-¥0.36), and POWERCHINA (-¥0.36). The top positive contributor was COSCO SHIPPING (601919 CH), which added +¥0.73 to index EPS on a 23.9% upward EPS revision. On a stock level, the largest EPS upgrades were Longi Green (+71.0%), CHINA VANKE (+37.2%), and COSCO SHIPPING (+23.9%), while the steepest cuts were AVIC SHENYANG AIRCRAFT (-35.0%), POWERCHINA (-22.8%), and CHINA MERCHANTS SHEKOU INDUSTRIAL ZONE (-13.5%).
DAWNING INFORMATION INDUSTRY, TONGWEI, AVIC SHENYANG AIRCRAFT, CHINA MERCHANTS SHEKOU INDUSTRIAL ZONE, SHANGHAI ELECTRIC, POWERCHINA
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