What smart money is saying about Yangtze Power
600900.SS
No fund has written a full thesis on Yangtze Power in our archive, but 1 fund letter reports a position in it, most recently Baillie Gifford China Strategy in September 2026.
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1
Reported positions
1
Bought
0
Sold
1
Letter
Position history
Every position in Yangtze Power on record in the archive was reported in Q3 2026, across 1 fund letter, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 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 · 1 move
- September 2026
“Elsewhere, we recycled part of the outperformance from our AI holdings into less correlated, and relative defensive areas, such as financials and utilities. We topped up our holdings in China Construction Bank and Yangtze Power.”
Yangtze Power
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