Abstract: We analyzed the earnings revision of STAR50 component stocks for June 2026, with the index rising 33% from 1,664 to 2,208 over the month. The index's 2026E EPS edged down 0.77% month-on-month to 22.67 from 22.84, with individual stock EPS revisions contributing -¥0.159 to the index EPS change. 11 stocks saw upward EPS revisions versus 8 downward. The index was rebalanced this month, with inclusions of HUA HONG SEMICONDUCTOR, YUANJIE SEMI, MOORE THREADS TECHNOLOGY, and METAX INTEGRATED CIRCUITS, and exclusions of MGI TECH, SICC, XIAMEN AMOYTOP BIOTECH, and SANY RENEWABLE ENERGY. By absolute index EPS impact, the top movers were YUANJIE SEMI (+¥0.37, driven by inclusion and a 66.5% price gain), CAMBRICON (-¥0.28, EPS up 10.4%), SANY RENEWABLE ENERGY (-¥0.20, excluded), NATIONAL SILICON INDUSTRY (-¥0.16, EPS cut to -¥0.09 from +¥0.07), and ADVANCED MICRO-FABRICATION EQUIPMENT INC. CHINA (+¥0.12). On a stock-level basis, the largest EPS upgrades were Xinjiang Daqo (+78.5%), MGI TECH (+21.1%), and YUANJIE SEMI (+18.9%), while MOORE THREADS TECHNOLOGY saw the sharpest cut (-46.7%), followed by TRANSSION (-5.90%) and SUPCON TECHNOLOGY (-4.97%).
SANY RENEWABLE ENERGY, APT MEDICAL, NATIONAL SILICON INDUSTRY, SUPCON TECHNOLOGY, MGI TECH, YUANJIE SEMI
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