NewTimeSpace | Shanghai-Shenzhen Stock Connect ETF Daily Report: Aerospace ETF Surged Over 5%, Hong Kong Stock Connect and Rare Metals Sectors Plummeted
Wind data indicates that on December 29, 2025, the Shanghai-Shenzhen Stock Connect ETF market presented an extremely differentiated pattern. Sectors represented by aerospace, military equipment, and oil & gas resources rose sharply, while Hong Kong Stock Connect themes and some resource products, biomedical sectors underwent in-depth corrections.
Today’s market highlights focused on the aerospace and high-end manufacturing industrial chains. The Aerospace ETF (159267.SZ) managed by Huaan Fund soared 5.15%, leading the gains strongly. The general aviation theme performed actively: the General Aviation ETF (561660.SH) managed by Ping An Fund and the Aviation ETF (159392.SZ) managed by Fullgoal Fund rose 3.66% and 2.42% respectively.
Military equipment and oil & gas resources sectors also strengthened. The Military Leading ETF (512710.SH) managed by Fullgoal Fund climbed 2.13%, the High-End Equipment ETF (159638.SZ) managed by Harvest Fund rose 2.06%, and the oil & gas ETFs (159588.SZ, 159697.SZ) managed by Invesco Great Wall Fund and Penghua Fund both recorded gains close to 2%.
|
Shanghai-Shenzhen Stock Connect ETF Top 10 Gainers |
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|
Rank |
Ticker |
Name |
Price Change (%) |
Tracked Index |
Fund Manager |
|
1 |
159267.SZ |
Aerospace ETF |
5.15 |
CSI Aerospace |
Huaan Fund |
|
2 |
561660.SH |
General Aviation ETF |
3.66 |
General Aviation |
Ping An Fund |
|
3 |
159392.SZ |
Aviation ETF |
2.42 |
General Aviation |
Fullgoal Fund |
|
4 |
513310.SH |
China-Korea Semiconductor ETF |
2.33 |
China-Korea Semiconductor |
Huatai-PineBridge Fund |
|
5 |
159283.SZ |
General Aviation ETF (Southern) |
2.17 |
General Aviation |
Southern Fund |
|
6 |
512710.SH |
Military Leading ETF |
2.13 |
Military Leading |
Fullgoal Fund |
|
7 |
159638.SZ |
High-End Equipment ETF |
2.06 |
High-End Equipment Top 50 |
Harvest Fund |
|
8 |
159588.SZ |
Oil & Gas ETF |
2.01 |
CSI Oil & Gas |
Invesco Great Wall Fund |
|
9 |
159697.SZ |
Oil & Gas ETF |
1.98 |
CSI Oil & Gas |
Penghua Fund |
|
10 |
512630.SH |
Satellite ETF (GF) |
1.95 |
Satellite Industry |
GF Fund |
|
Data Source/Collation: Wind/NewTimeSpace Research As of 15:00 on December 29, 2025 |
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On the downside, Hong Kong Stock Connect-themed ETFs experienced a rare sharp correction. The Hang Seng ETF (Hong Kong Stock Connect) (159312.SZ) managed by GF Fund plummeted 9.99%, and the Hong Kong Stock Connect 50 ETF (159712.SZ) managed by Guotai Fund dropped 8.16%.
Some resource products and biomedical sectors also pulled back significantly. The Rare Metals ETF (562800.SH) managed by Harvest Fund fell 2.77%, the Gold Stock ETF (517520.SH) managed by Yongying Fund declined 2.72%, and multiple biotechnology and innovative drug-themed ETFs recorded declines exceeding 2.4%.
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Shanghai-Shenzhen Stock Connect ETF Top 10 Decliners |
|||||
|
Rank |
Ticker |
Name |
Price Change (%) |
Tracked Index |
Fund Manager |
|
1 |
159312.SZ |
Hang Seng ETF (Hong Kong Stock Connect) |
-9.99 |
Hang Seng Index (Hong Kong Stock Connect) |
GF Fund |
|
2 |
159712.SZ |
Hong Kong Stock Connect 50 ETF |
-8.16 |
Hong Kong Stock Connect 50 (HKD) |
Guotai Fund |
|
3 |
562800.SH |
Rare Metals ETF |
-2.77 |
CSI Rare Metals |
Harvest Fund |
|
4 |
517520.SH |
Gold Stock ETF |
-2.72 |
SSH Gold Stocks |
Yongying Fund |
|
5 |
159608.SZ |
Rare Metals ETF |
-2.69 |
CSI Rare Metals |
GF Fund |
|
6 |
561800.SH |
Rare Metals ETF |
-2.5 |
CSI Rare Metals |
Huafu Fund |
|
7 |
159502.SZ |
S&P Biotechnology ETF |
-2.49 |
S&P Biotechnology Select Industry |
Harvest Fund |
|
8 |
520500.SH |
Hang Seng Innovative Drugs ETF |
-2.41 |
Hang Seng Innovative Drugs |
Huatai-PineBridge Fund |
|
9 |
159318.SZ |
Hang Seng ETF (Hong Kong Stock Connect) |
-2.41 |
Hang Seng Index (Hong Kong Stock Connect) |
Yinhua Fund |
|
10 |
560580.SH |
Power ETF (Southern |
-2.38 |
Power Index |
Southern Fund |
|
Data Source/Collation: Wind/NewTimeSpace Research As of 15:00 on December 29, 2025 |
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Overall, the market on December 29 showed a typical "contrast between ice and fire" feature. NewTimeSpace observed that capital was highly concentrated in event or policy-driven high-end manufacturing sectors such as aerospace and military industry, as well as traditional resource sectors like oil & gas. The in-depth correction of Hong Kong Stock Connect-themed ETFs formed a sharp contrast with the pullback of some resource products and pharmaceutical sectors.
NewTimeSpace Research Institute stated that such extreme differentiation highlights the intense structural adjustment of market capital at the end of the year, with significant differences in risk appetite across sectors, and short-term market volatility has intensified remarkably.
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