Short book is tight: -4.6% to -3.4% 6m, median conf 73. Thin signal. Dominant driver: EPS revision accelerating in 4 of 10. China Yangtze Power ($600900.SS) univ 0%, sec 5%, -4.6%, conf 71. ↓ illiquid

INNER MONGOLIA BAOTOU STEEL UNI ($600010.SS) univ 1%, sec 1%, -4.0%, conf 73. ↓ downside risk, ↓ fwd/trail P/E, ↓ earnings yield vs bonds. Basic Materials getting no love. China Petroleum & Chemical Corporation ($600028.SS) univ 1%, sec 5%, -3.8%, conf 71. ↑ EPS revision accelerating, ↓ vol instability, ↓ illiquidity. Energy name is a factor fight. SHANGHAI UNITED IMAGING HEALTHC ($688271.SS) univ 1%, sec 2%, -3.7%, conf 73. ↑ EPS revision accelerating, ↓ illiquidity, ↑ EPS revision trend. Healthcare outlier. CHINA ENERGY ENGINEERING CORP L ($601868.SS) univ 1%, sec 1%, -3.6%, conf 73. ↑ 12mo momentum, ↓ downside risk, ↓ 60d vol. Industrials. Xinyi Solar Holdings Limited ($0968.HK) univ 1%, sec 1%, -3.5%, conf 73. ↑ illiquidity, ↓ fwd/trail P/E, ↓ EPS revision accelerating. Tongwei Co.,Ltd ($600438.SS) univ 2%, sec 2%, -3.4%, conf 73. ↑ EPS revision accelerating, ↓ earnings yield vs bonds, ↓ fwd/trail P/E. Tech solar hit by valuation + EPS. Empyrean Technology Co., Ltd. ($301269.SZ) un

INNER MONGOLIA BAOTOU STEEL UNI ($600010.SS) univ 1%, sec 1%, -4.0%, conf 73. ↓ downside risk, ↓ fwd/trail P/E, ↓ earnings yield vs bonds. Basic Materials getting no love. China Petroleum & Chemical C