What smart money is saying about Zhuzhou CRRC Times Electric
3898.HK
No fund has written a full thesis on Zhuzhou CRRC Times Electric in our archive, but 2 fund letters report a position in it — most recently Artisan Emerging Markets Fund in September 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Every position in Zhuzhou CRRC Times Electric on record in the archive was reported in Q3 2026, across 2 fund letters — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 1 | 0 |
Fund activity · 2 positions · 1 move
- September 2026
“The main relative detractors in Q3 included Zhuzhou CRRC Times Electric, E Ink and SK Hynix. Zhuzhou is a leading provider of electrical systems and equipment for China’s rail and energy markets. Shares declined following weaker-than-expected earnings, as softer growth in the company’s emerging businesses and higher operating expenses weighed on results. While the core rail business remained relatively stable, newer areas such as electric-drive equipment made only a modest contribution to growth. In our view, Zhuzhou’s uneven execution has reduced our confidence in the investment case, leading us to reassess the company’s role in our portfolio.”
Zhuzhou CRRC Times Electric - September 2026
“The main relative detractors in Q3 included Zhuzhou CRRC Times Electric, E Ink and SK Hynix.”
Zhuzhou CRRC Times Electric
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