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Guinness China's investment thesis on Suofeiya Home Collection Co., Ltd. ($002572.SZ) — Q2 2026 | Buyside Digest

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$002572.SZNASDAQSuofeiya Home Collection Co., Ltd.

NEUTRAL

Guinness China—002572.SZ

Fund Letter

Q2 2026

Published July 22, 2026

View Fund Profile

$7.30USD

—

$7.30Pitched

+0.0% since pitch

Market Cap$8.0B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The Guinness China A Share Fund rose 8.9% in Q2 2026 but underperformed its benchmark by 8.3 percentage points as the onshore market was dominated by AI-related technology stocks. The MSCI China...

— Sharukh Malik, Edmund Harriss

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