Thin signal: 6m returns +11.9% to +13.3%, median conf 90. One factor drives all 10—earnings yield vs bonds. Not a sector call: Consumer Cyclical 2, Healthcare 2, Financials 1, rest single names.

$600015.SS Hua Xia Bank Co., Limited +13.3% conf 90. Cheap plus P/B vs 5yr and 60d momentum—value with a pulse. $600741.SS HUAYU Automotive Systems Company Limited +13.2% conf 90. Same yield but P/E vs 5yr drags; EPS revisions carry it. $0857.HK PetroChina Company Limited +13.1% conf 90. Fwd/trail P/E and vol instability add little—this is a yield placeholder. $9961.HK Trip.com Group Limited +13.1% conf 88. EPS revisions plus 20d turnover—more demand, less static. $601607.SS Shanghai Pharmaceuticals Holding Co., Ltd +13.0% conf 90. Strong EPS revisions, downside risk lower—good signal. $1044.HK Hengan International Group Company Limited +13.0% conf 90. P/E vs 5yr up, vol instability up—defensive but twitchy. $002001.SZ Zhejiang NHU Company Ltd. +12.6% conf 88. Cheap but P/E vs 5yr and downside risk add noise—not a clean setup. $601138.SS Foxconn Industrial Internet Co., Ltd. +12.2% conf 90. Smallest yield driver, but EPS revisions and turnover keep it in. $1109.HK China Resources Land

$600015.SS Hua Xia Bank Co., Limited +13.3% conf 90. Cheap plus P/B vs 5yr and 60d momentum—value with a pulse. $600741.SS HUAYU Automotive Systems Company Limited +13.2% conf 90. Same yield but P/E v