Their screen found that home appliances, media and software sectors were among those that fit the bill. When it comes to individual stocks, HSBC looked for names where their estimates were most above the consensus. Top on the list is software company 360 Security, which HSBC's earnings estimate for the year is double the consensus. Baosight, another software company, also made the top 10, as did home appliance company Sanhua. But not all software stocks made the cut.

---

Persons: Price, That's, Ding Wenjie, There's, Ant, Didi, Ding, Goldman Sachs, Lei Meng, Meng, Steven Sun, iFlytek Organizations: HSBC, That's, China Asset Management, CNBC, Alibaba, UBS Securities China Equity, CSI, HSBC Qianhai Securities Locations: China, Beijing, Shanghai, Shenzhen