China equities 2Q25 earnings in line with consensus, showing stability

Published 11/09/2025, 09:52
© Reuters.

Investing.com -- Chinese equities delivered largely in-line second quarter 2025 earnings results, marking the third consecutive quarter of stable performance for MSCI China companies.

Based on 94% of MSCI China and 74% of MSCI China A Onshore market cap reporting, MSCI China companies showed a weighted earnings surprise of +2.7%, though the number of companies missing estimates was -2.7%. This performance maintained a similar trend to the first quarter, which saw a weighted surprise of +3.1% and -3.8% by number of companies.

For A-shares, results were more mixed, with earnings missing consensus forecasts by number of companies (-13.8%) but remaining largely in line by weighted surprise (0.2%). This represented a softening from the first quarter’s performance.

Revenue figures for both MSCI China and A-shares missed consensus estimates when measured by number of companies, but showed in-line results by weighted surprise. Both markets demonstrated better revenue trends than in the first quarter, with companies implementing effective cost-control and self-help strategies to maintain earnings despite revenue challenges.

Among sectors, Communication Services and Financials posted solid results in both offshore and onshore markets. Offshore Healthcare and onshore Energy sectors achieved net earnings beats by weighted surprise, despite more companies missing estimates than beating them. In contrast, onshore Real Estate and Utilities sectors posted net earnings misses by both weighted surprise and number of companies.

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