8 Shenzhen-listed cyclical stocks reporting — with lithium, copper and PMI signal context.
| Date | Company | Signal | EPS est. | Watch for | Priority |
|---|---|---|---|---|---|
| 28 Apr | 002594 BYD |
EV / Lithium | CNY 1.82/share | EV sales volume + lithium cost savings | HIGH |
| 29 Apr | 300750 CATL |
Battery / Lithium | CNY 0.95/share | Battery margin — lithium feedstock | HIGH |
| 30 Apr | 002460 Ganfeng Lithium |
Lithium | CNY 0.12/share | Lithium $17k/t — margin recovery | MEDIUM |
| 06 May | 000878 Yunnan Copper |
LME Copper | CNY 0.28/share | Copper sell zone — output guidance | HIGH |
| 07 May | 002466 Tianqi Lithium |
Lithium | CNY -0.05/share | Lithium price floor — Chile operations | MEDIUM |
| 08 May | 000630 Tongling Nonferrous |
Copper | CNY 0.08/share | Smelting margins + copper price | LOW |
| 14 May | 002459 JA Solar |
Solar / PMI | CNY 0.32/share | Module prices + Europe demand | MEDIUM |
| 15 May | 300274 Sungrow Power |
Clean Energy | CNY 0.78/share | Inverter orders + storage backlog | MEDIUM |
Dates are estimates. Not financial advice. See disclaimer.