9 Shanghai-listed cyclical stocks reporting — with Brent, copper, coal and BDI signal context.
| Date | Company | Signal | EPS est. | Watch for | Priority |
|---|---|---|---|---|---|
| 25 Apr | 601857 PetroChina |
Brent / LNG | CNY 0.22/share | Brent $102 — Hormuz premium impact | HIGH |
| 28 Apr | 600938 CNOOC A |
Brent / Offshore | CNY 0.88/share | Offshore drilling margins + VLCC | HIGH |
| 29 Apr | 601088 China Shenhua |
Coal / Power | CNY 0.95/share | Coal price + domestic power demand | MEDIUM |
| 29 Apr | 601919 COSCO Shipping A |
SCFI / BDI | CNY 0.18/share | Container rates — Hormuz rerouting | HIGH |
| 06 May | 600362 Jiangxi Copper A |
LME Copper | CNY 0.32/share | Copper $12k/t — sell zone guidance | HIGH |
| 07 May | 601600 Chalco |
Aluminium | CNY 0.08/share | Power costs + aluminium $3,478/t | MEDIUM |
| 08 May | 603993 China Moly |
Copper / Moly | CNY 0.15/share | Moly demand from defence/aerospace | MEDIUM |
| 14 May | 600188 Yanzhou Coal |
Coal | CNY 0.42/share | Domestic coal price and export volumes | MEDIUM |
| 15 May | 600019 Baoshan Iron |
PMI / Steel | CNY 0.12/share | Steel $90/t — margin recovery | LOW |
Dates are estimates. Not financial advice. See disclaimer.