Abstract: We analyzed the earnings revisions of CSI 300 component stocks for July 2026, estimating the index's 2026E EPS fell to 279.8 from 305.9 in June, a decline of 8.5% month on month, with 69 stocks revised up versus 92 revised down. The CSI 300 index itself declined 7.9% over the month, from 4,979 to 4,588, and individual stock EPS revisions contributed ¥0.772 to the index EPS change. The largest negative contributors by index EPS impact were PING AN INSURANCE (601318 CH, delta index EPS -¥2.8) and ZIJIN MINING (601899 CH, -¥2.7), while ZHONGJI INNOLIGHT (300308 CH, +¥2.0) and GIGADEVICE SEMICONDUCTOR (603986 CH, +¥1.7) were the top positive contributors. On a stock EPS revision basis, GUANGZHOU AUTOMOBILE (601238 CH) and Longi Green (601012 CH) led upgrades at +110% and +102% respectively, while SERES (601127 CH) and CHONGQING ZHIFEI BIOLOGICAL PRODUCTS (300122 CH) saw the steepest cuts at -86.8% and -83.1%.
ZHONGJI INNOLIGHT, RONGSHENG PETRO CHEMICAL, GUANGZHOU AUTOMOBILE, CHINA VANKE, CHONGQING ZHIFEI BIOLOGICAL PRODUCTS, CHONGQING CHANGAN AUTOMOBILE
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