Abstract: We analyzed the consensus earnings revisions for CSI 300 component stocks in September 2026. The index fell 5.8% over the month from 4,625 to 4,358, while the index 2026E EPS declined 1.1% month-on-month to 304.6 from 307.8, with individual stock EPS revisions attributing -3.03 yuan to the index EPS change. Downward revisions outpaced upgrades, with 137 stocks revised down versus 82 revised up. The largest negative contributors to index EPS were China Vanke (000002 CH, -0.74 yuan), China Railway Construction (601186 CH, -0.46 yuan), China State Construction Engineering (601668 CH, -0.33 yuan), Longi Green (601012 CH, -0.22 yuan), and POWERCHINA (601669 CH, -0.22 yuan), while COSCO Shipping (601919 CH) was the top positive contributor at +0.45 yuan on a 23.9% EPS upgrade. Among individual EPS revision movers, Chongqing Zhifei Biological Products led upgrades at +2,832% and Kunlun Tech led downgrades at -98.6%, followed by VeriSilicon at -89.1%.
AVIC SHENYANG AIRCRAFT, VeriSilicon, WENS FOODSTUFF, CHINA STATE CONSTRUCTION ENGINEERING, POWERCHINA, COSCO SHIPPING
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