What smart money is saying about Shenzhou International
2313.HK
No fund has written a full thesis on Shenzhou International in our archive, but 2 fund letters report a position in it — most recently Guinness Asian Equity Income Fund in July 2026.
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Reported positions
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Bought
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Sold
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Letters
Fund activity · 2 positions
- HoldsGuinness Asian Equity Income FundJuly 2026
“Shenzhou International (-34.5%), a textiles manufacturer that supplies global names such as Nike and Adidas, has been driven by concerns over weaker demand from global sportswear customers, as well as margin pressure and tariff uncertainty.”
Read the letterShenzhou International - HoldsGuinness Greater China FundJune 2026
Listed in Guinness Greater China Fund’s reported holdings.
Read the letterShenzhou International
Read the letters behind these Shenzhou International positions
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