What smart money is saying about Sany Heavy Industry
600031.SS
No fund has written a full thesis on Sany Heavy Industry in our archive, but 1 fund letter reports a position in it, most recently Guinness Greater China Fund in August 2026.
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1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in Sany Heavy Industry on record in the archive was reported in Q3 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 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
- August 2026
“In July, relative to the MSCI China Index, areas which helped the Fund’s performance were: • The overweight in Consumer Discretionary, which outperformed. • Stock selection in Industrials, driven by Sany Heavy Industry, Shandong Himile Mechanical, Haitian International, Nari Technology and Hongfa Technology.”
Sany Heavy Industry
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