Abstract: We analyzed consensus earnings revisions for STAR50 index components in July 2026, with the index falling 26% from 2,208 to 1,636 over the month. The index 2026E EPS declined marginally by 0.29% month on month to 22.58, with individual stock EPS revisions contributing approximately negative 0.24 yuan to index EPS. Twelve stocks saw upward EPS revisions versus 10 downward. The largest drags on index EPS came from Ninebot (689009 CH, contributing negative 0.36 yuan), Beijing Roborock Technology (688169 CH, negative 0.34 yuan), and Kingsoft Office Software (688111 CH, negative 0.33 yuan), while MONTAGE (688008 CH) was the top positive contributor at positive 0.26 yuan. On a stock EPS revision basis, METAX Integrated Circuits (688802 CH) led upward revisions with a 41.5% increase, followed by Shanghai Allist Pharmaceuticals (688578 CH) at plus 32.5%, while SUPCON Technology (688777 CH) saw the steepest cut at negative 10.4% and Ninebot declined 3.9%.
METAX INTEGRATED CIRCUITS, Ninebot, VeriSilicon, BEIJING ROBOROCK TECHNOLOGY, SUPCON TECHNOLOGY, YUANJIE SEMI
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