Abstract: We analyzed earnings revisions for CSI 300 component stocks in May 2026. The index rose 1.8% from 4,807 to 4,892, while the 2026E consensus EPS fell 1.5% month on month to 311.4 from 316.0, with 155 stocks revised down versus 80 revised up. Individual stock EPS revisions contributed -4.75 to the index EPS change. The largest negative contributors were CHINA VANKE (-0.49 to index EPS, stock EPS -29.6%), Wuliangye (-0.48, EPS -20.5%), BANK OF BEIJING (-0.33, EPS -10.6%), and SERES (-0.29, EPS -30.7%), while CSSC (+0.34, EPS +19.0%) and ZIJIN MINING (+0.21, EPS +2.3%) were the top positive contributors. Among individual EPS revisions, YONYOU NETWORK TECHNOLOGY led gains at +1,745%, followed by TONGWEI (+458%) and Xinjiang Daqo (+327%), while NEW HOPE LIUHE (-73.9%), MAXSCEND MICROELECTRONICS (-54.6%), and SERES (-30.7%) saw the steepest cuts. On revenue, CAMBRICON (+25.2%) and TONGLING NONFERROUS METALS (+25.1%) led upgrades, while Wuliangye (-19.1%) and JINKO SOLAR (-17.2%) saw the largest revenue estimate reductions.
MAXSCEND MICROELECTRONICS, CHANGCHUN HIGH-TECH INDUSTRY, Xinjiang Daqo, NEW HOPE LIUHE, CHONGQING ZHIFEI BIOLOGICAL PRODUCTS, TONGWEI
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