Abstract: We analyzed the earnings revision of CSI 300 component stocks for June 2026. The index rose 2.8% over the month from 4,844 to 4,979, while the index's 2026E consensus EPS declined 1.1% month on month to ¥306.2 from ¥309.6, with 85 stocks revised up against 114 revised down. Individual stock EPS revisions contributed ¥0.0865 to index EPS changes, with the index also rebalanced this month adding 19 stocks and removing 19. The largest positive contributors to index EPS were XIAMEN TUNGSTEN (600549 CH, +¥0.54) and GIANT NETWORK (002558 CH, +¥0.52), driven by index inclusion and weight changes, while CHINA SHENHUA ENERGY (601088 CH, -¥0.45) and INDUSTRIAL BANK (601166 CH, -¥0.37) were the biggest drags due to weight drift. On individual EPS revisions, KUNLUN TECH (300418 CH) led upgrades with a +101% month-on-month increase, followed by Xinjiang Daqo (688303 CH, +78.5%) and POLY DEVELOPMENTS (600048 CH, +52.0%), while CHONGQING ZHIFEI BIOLOGICAL PRODUCTS (300122 CH) saw the steepest cut at -79.7%, followed by ZTE (000063 CH, -17.5%) and AIR CHINA (601111 CH, -14.8%).
POLY DEVELOPMENTS AND, CHINA SHENHUA ENERGY, AIR CHINA, CHINA EASTERN AIRLINES, INDUSTRIAL BANK, YANTAI JEREH OILFIELD SERVICES
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