What smart money is saying about China Hongqiao
1378.HK
No fund has written a full thesis on China Hongqiao in our archive, but 1 fund letter reports a position in it, most recently Artemis SmartGARP Global Emerging Markets Equity Fund in December 2025.
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1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in China Hongqiao on record in the archive was reported in Q4 2025, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- December 2025
“Returns during the fourth quarter were driven by a shift in focus towards companies linked to essential materials and industries, rather than long-dated growth narratives. Holdings in metals and materials performed well as commodity prices strengthened, supply remained tight after years of underinvestment and demand from electrification, infrastructure and industrial activity continued to grow. China Hongqiao (an aluminium producer) and Western Mining (a state-owned metal mining company in China) benefited from stronger pricing and disciplined cost structures, supported by their scale and market positions in scarce resources.”
China Hongqiao
Read the letters behind these China Hongqiao positions
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