14 Chinese stocks reporting — with Brent, copper, lithium and BDI signal context for each.
| Date | Company | Signal | EPS est. | Watch for | Priority |
|---|---|---|---|---|---|
| 28 Mar | 0883.HK CNOOC |
Brent | HKD 1.85/share | Full-year 2025 results. Hormuz windfall? | HIGH |
| 21 Apr | 1919.HK COSCO Shipping |
BDI/SCFI | HKD 0.38/share | Q1 2026 — peak Hormuz earnings | HIGH |
| 25 Apr | 0386.HK Sinopec |
Brent | HKD 0.22/share | Refining margins vs crude cost | MEDIUM |
| 28 Apr | 0857.HK PetroChina |
Brent | HKD 0.32/share | Upstream vs downstream split | MEDIUM |
| 29 Apr | 2899.HK Zijin Mining |
Copper | HKD 0.25/share | Copper at sell zone — peak margins? | HIGH |
| 06 May | 1211.HK BYD Company (H) |
Lithium | HKD 0.95/share | EV volume + lithium cost tailwind | HIGH |
| 08 May | 1772.HK Ganfeng Lithium |
Lithium | HKD 0.08/share | Lithium $17k — margin trough? | MEDIUM |
| 09 May | 2600.HK Chalco |
Aluminium | HKD 0.12/share | Aluminium $3,478/t — near sell | MEDIUM |
| 14 May | 3993.HK China Molybdenum |
Copper | HKD 0.09/share | Copper exposure + cobalt | MEDIUM |
| 16 May | 1088.HK China Shenhua |
Coal | HKD 1.20/share | Coal price + dividend yield | MEDIUM |
| 20 May | 1898.HK China Coal Energy |
Coal | HKD 0.18/share | Domestic coal demand update | LOW |
| 22 May | 1138.HK COSCO Shipping Energy |
VLCC | HKD 0.28/share | VLCC normalisation post-Hormuz | MEDIUM |
| 26 May | 300750.SZ CATL |
Lithium | CNY 1.85/share | Battery margin expansion — key watch | HIGH |
| 27 May | 0347.HK Angang Steel |
Iron Ore | HKD 0.04/share | Iron ore $96/t — breakeven pressure | LOW |
Reporting dates are estimates. Not financial advice. See disclaimer.