| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | August 18, 2026 | 5/12 | 1 high, 6 medium flags | 0 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Pending | Actively exploring feasibility of a Hong Kong listing, will communicate once there is a more defined plan No deadline given in Q1; the topic was not mentioned at all in the Q2 call, actual not stated on the call. |
| Q2'26 | Pending | CATL share purchase agreement for up to 38.1% of shares, closing expected in Q4 2026 Deadline not yet reached; the Q2 call discussed a separate operational cooperation agreement with CATL but gave no update on the share purchase closing status, actual not stated on the call. |
| Q2'26 | Pending | First batch of the 500MW order to deliver in H2 2026 Period (H2 2026) was just beginning at call time; the Q2 call does not isolate this specific order's first batch, actual not stated on the call. |
| Q2'26 | Pending | No less than RMB2bn in total cash proceeds from REIT-related initiatives this fiscal year Fiscal year not ended; the topic was not mentioned at all despite being a highlighted Q1 initiative, unverified. |
| Q2'26 | Pending | FY2026 revenue RMB11.5bn-11.8bn and EBITDA RMB3.55bn-3.75bn Fiscal year not yet ended; management explicitly stated outlook remains unchanged. |
| Q2'26 | Pending | FY2026 CapEx guidance of RMB10bn-12bn supporting 450-500MW delivery Fiscal year not yet ended; guidance reiterated unchanged in Q2, a revision has not occurred so this is consistency, not delivery. |
Get free previews of our earnings-call research: the key changes, management scores, and questions worth investigating. Subscribe for full call sheets and deeper analysis.
Subscriptions are managed by Substack. If the form does not load, subscribe directly. Or follow the RSS feed.