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
A monthly review of consensus earnings revisions for CSI 300 constituents. Each issue estimates how the index's forward EPS changed over the month, and tabulates the stocks with the largest impact on index EPS alongside their EPS and revenue revisions. All issues of Index Earnings Revision Monthly →
Interested in the full report? Get in touch with our team.