Abstract: We analyzed the earnings revision of STAR50 index component stocks for March 2026, estimating the index's 2026E EPS at ¥24.58, a decline of -2.0% month-on-month, with 9 stocks revised up versus 15 revised down. The STAR50 index fell -14% in March from 1,465 to 1,256, and individual stock EPS revisions attributed ¥0.512 to the index's EPS changes. Among the top movers, Biwin Storage contributed the largest positive impact at +¥0.68 to index EPS with its own EPS surging +102% MoM, while Xinjiang Daqo saw the steepest EPS cut at -30.5%, followed by JINKO SOLAR at -18.2% and CSI SOLAR at -7.8%. On the negative side, TIANNENG BATTERY had the largest adverse impact on index EPS at -¥0.22 due to its exclusion from the index, while TRANSSION detracted -¥0.11 on a -0.8% EPS revision.
SHANGHAI JUNSHI BIOSCIENCES CO., LTD. (A #688180), ACM RESEARCH(SHANGHAI),INC. (A #688082), XINJIANG DAQO NEW ENERGY CO.,LTD. (A #688303), TIANNENG BATTERY GROUP CO.,LTD. (A #688819), VERISILICON MICROELECTRONICS (SHANGHAI) CO., LTD. (A #688521), BIWIN STORAGE TECHNOLOGY CO., LTD. (A #688525)
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