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<Research>Daiwa: 2026 CN Corporate Earnings Recovery May Accelerate but Not Well-rounded
Daiwa said in a report that revenue and earnings of Chinese enterprises saw a renewed deterioration in YoY growth in 2025; only AI, precious metals and insurance sectors led the ma...
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<Research>Daiwa: 2026 CN Corporate Earnings Recovery May Accelerate but Not Well-rounded
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Daiwa said in a report that revenue and earnings of Chinese enterprises saw a renewed deterioration in YoY growth in 2025; only AI, precious metals and insurance sectors led the market, while cyclical sectors generally lagged. Although earnings growth was expected to improve in 2026, the current double-digit consensus face downward revision pressure.

Among leading growth sectors were AI-related segments including semiconductors and tech components such as Foxconn, VGT (02476.HK)  -12.200 (-2.784%)   , CAMBRICON (688256.SH)  -81.500 (-5.857%)   ; electrical equipment maker SIEYUAN ELEC (002028.SZ)  -2.750 (-1.342%)   ; internet platforms BABA-W (09988.HK)  -0.900 (-0.739%)    Short selling $1.44B; Ratio 11.050%   and TENCENT (00700.HK)  +2.200 (+0.518%)    Short selling $1.13B; Ratio 5.480%   ; beneficiaries of rising commodity prices, including ZIJIN MINING (02899.HK)  -0.100 (-0.304%)    Short selling $213.23M; Ratio 10.947%   owing to higher precious metal prices; and TIANQI LITHIUM (09696.HK)  -1.070 (-2.134%)    Short selling $644.18K; Ratio 0.302%   as the gap between lithium costs and selling prices narrows; and capital market beneficiaries, mainly insurers and brokers such as CHINA LIFE (02628.HK)  +0.320 (+1.120%)    Short selling $276.19M; Ratio 19.210%   and CHINA TAIPING (00966.HK)  +0.080 (+0.404%)    Short selling $66.57M; Ratio 23.609%   .

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Lagging growth sectors were primarily cyclical industries, with upstream raw materials including oil and coal such as YANKUANG ENERGY (01171.HK)  +0.400 (+2.825%)    Short selling $132.24M; Ratio 24.498%   and CHINA SHENHUA (01088.HK)  +1.280 (+2.922%)    Short selling $390.63M; Ratio 40.917%   . In addition, property- and consumption-related sectors, including real estate, building materials, tourism and beverages such as KWEICHOW MOUTAI (600519.SH)  +50.020 (+3.920%)   , have underperformed. While consumption stimulus policies have been effective in certain areas such as home appliances, the macro-level "deflationary spiral" persists, and the unresolved property crisis continues to hinder a cyclical recovery.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-29 16:25.) (A Shares quote is delayed for at least 15 mins.)

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