Shanghai-Shenzhen Stock Connect ETF Daily: Semiconductor Equipment ETF Approaches Limit-Up! Gold Stocks Rally in Tandem; Banks, Chinese Medicine, and Dividend Plays Pull Back Across the Board — 20260805
NewTimeSpace (newtimespace.com) reports: On August 5, 2026, the Shanghai-Shenzhen Stock Connect ETF market showed a pattern in which technology and resources segments — including semiconductor equipment, STAR Market semiconductors, and gold stocks — rallied across the board, while value/defensive sectors such as banks, Chinese medicine, dividend low-volatility, and state-owned enterprises pulled back collectively, with the growth style outperforming for two consecutive days.
The semiconductor equipment and STAR Market semiconductor themes were extremely strong on the day, with multiple related ETFs rising more than 9.5%. GF CSI Semiconductor Material Equipment Theme ETF (560780.SH) rose 9.88%, leading all gainers and approaching the limit-up; ChinaAMC CSI Semiconductor Material Equipment Theme ETF (562590.SH) rose 9.73%; ChinaAMC China Science And Technology Innovation Board Semiconductor Material Equipment Theme ETF (588170.SH) rose 9.71%, after the product had plunged 9.89% in the prior trading session; E Fund CSI Semiconductor Material Equipment Theme ETF (159558.SZ) rose 9.67%; Guotai CSI Semiconductor Material Equipment Theme ETF (159516.SZ) rose 9.53%; and China Merchants CSI Semiconductor Industry ETF (561980.SH) rose 8.40%, after having fallen 9.64% in the prior session.
The gold stock direction rallied in tandem: Maxwealth CSI Shanghai-Shenzhen-Hong Kong Gold Industry Commodity ETF (517520.SH) rose 7.51%; ChinaAMC CSI Shanghai-Shenzhen-Hong Kong Gold Industry Commodity ETF (159562.SZ) rose 7.19%. In addition, CPIC CSI All Share Semiconductors & Semiconductor Equipment ETF (512480.SH) rose 6.60%; and Tibet Dongcai CSI Chip Industry ETF (159599.SZ) rose 6.49%. Overall, the semiconductor equipment, STAR Market semiconductor, and gold stock directions formed a strong coordinated oversold-rebound effect, with all top-10 gainers rising more than 6.4%.
Shanghai-Shenzhen Stock Connect ETF Top 10 Gainers |
|||||
|
Rank |
Code |
Name |
Change (%) |
Tracking Index |
Manager |
|
1 |
560780.SH |
GF CSI Semiconductor Material Equipment Theme ETF |
9.88 |
CSI Semiconductor Material Equipment Theme Index |
GF Fund Management |
|
2 |
562590.SH |
ChinaAMC CSI Semiconductor Material Equipment Theme ETF |
9.73 |
CSI Semiconductor Material Equipment Theme Index |
China Asset Management |
|
3 |
588170.SH |
ChinaAMC China Science And Technology Innovation Board Semiconductor Material Equipment Theme ETF |
9.71 |
SSE STAR Semiconductor Material Equipment Theme Index |
China Asset Management |
|
4 |
159558.SZ |
E Fund CSI Semiconductor Material Equipment Theme ETF |
9.67 |
CSI Semiconductor Material Equipment Theme Index |
E Fund Management |
|
5 |
159516.SZ |
Guotai CSI Semiconductor Material Equipment Theme ETF |
9.53 |
CSI Semiconductor Material Equipment Theme Index |
Guotai Asset Management |
|
6 |
561980.SH |
China Merchants CSI Semiconductor Industry ETF |
8.40 |
CSI Semiconductor Industry Index |
China Merchants Fund Management |
|
7 |
517520.SH |
Maxwealth CSI Shanghai-Shenzhen-Hong Kong Gold Industry Commodity ETF |
7.51 |
CSI Shanghai-Shenzhen-Hong Kong Gold Industry Commodity Index |
Maxwealth Fund Management |
|
8 |
159562.SZ |
ChinaAMC CSI Shanghai-Shenzhen-Hong Kong Gold Industry Commodity ETF |
7.19 |
CSI Shanghai-Shenzhen-Hong Kong Gold Industry Commodity Index |
China Asset Management |
|
9 |
512480.SH |
CPIC CSI All Share Semiconductors & Semiconductor Equipment ETF |
6.60 |
CSI All Share Semiconductors & Semiconductor Equipment Index |
CPIC Fund Management |
|
10 |
159599.SZ |
Tibet Dongcai CSI Chip Industry ETF |
6.49 |
CSI Chip Industry Index |
Tibet Dongcai Fund Management |
|
Source/Compiled by: Wind / NewTimeSpace Research Institute, as of the close on August 5, 2026 |
|||||
On the downside, banks, Chinese medicine, and dividend low-volatility sectors led the declines, though the declines were overall limited. China Merchants CSI BANK AH Price ETF (517900.SH) fell 1.31%, the largest decline; China Universal CSI Chinese Medicine ETF (560080.SH) fell 1.29%; China Southern CSI Banks ETF (512700.SH) fell 1.27%; China Southern S&P China A-Share Large-Cap Dividend Low Volatility 50 ETF (515450.SH) fell 1.27%; Invesco Great Wall CSI Dividend Low Volatility 100 ETF (515100.SH) fell 1.25%; Bosera CSI Dividend Low Volatility 100 ETF (159307.SZ) fell 1.24%; Hwabao WP CSI Banks ETF (512800.SH) fell 1.23%; Harvest CSI 300 Dividend Low Volatility Index ETF (515300.SH) fell 1.22%; China Southern FTSE China China Enterprises Open All-Win ETF (517180.SH) fell 1.20%; and E Fund CSI Dividend Low Volatility ETF (563020.SH) fell 1.19%. Bank, Chinese medicine, dividend low-volatility, and SOE products came under pressure on the day, but none fell more than 1.4%.
Shanghai-Shenzhen Stock Connect ETF Top 10 Losers |
|||||
|
Rank |
Code |
Name |
Change (%) |
Tracking Index |
Manager |
|
1 |
517900.SH |
China Merchants CSI BANK AH Price ETF |
-1.31 |
CSI Bank AH Price Index |
China Merchants Fund Management |
|
2 |
560080.SH |
China Universal CSI Chinese Medicine ETF |
-1.29 |
CSI Chinese Medicine Index |
China Universal Asset Management |
|
3 |
512700.SH |
China Southern CSI Banks ETF |
-1.27 |
CSI Banks Index |
China Southern Asset Management |
|
4 |
515450.SH |
China Southern S&P China A-Share Large-Cap Dividend Low Volatility 50 ETF |
-1.27 |
S&P China A-Share Large-Cap Dividend Low Volatility 50 Index |
China Southern Asset Management |
|
5 |
515100.SH |
Invesco Great Wall CSI Dividend Low Volatility 100 ETF |
-1.25 |
CSI Dividend Low Volatility 100 Index |
Invesco Great Wall Fund Management |
|
6 |
159307.SZ |
Bosera CSI Dividend Low Volatility 100 ETF |
-1.24 |
CSI Dividend Low Volatility 100 Index |
Bosera Asset Management |
|
7 |
512800.SH |
Hwabao WP CSI Banks ETF |
-1.23 |
CSI Banks Index |
Hwabao WP Fund Management |
|
8 |
515300.SH |
Harvest CSI 300 Dividend Low Volatility Index ETF |
-1.22 |
CSI 300 Dividend Low Volatility Index |
Harvest Fund Management |
|
9 |
517180.SH |
China Southern FTSE China China Enterprises Open All-Win ETF |
-1.20 |
FTSE China China Enterprises Open All-Win Index |
China Southern Asset Management |
|
10 |
563020.SH |
E Fund CSI Dividend Low Volatility ETF |
-1.19 |
CSI Dividend Low Volatility Index |
E Fund Management |
|
Source/Compiled by: Wind / NewTimeSpace Research Institute, as of the close on August 5, 2026 |
|||||
NewTimeSpace Research Institute data shows that on August 5, 2026, the Shanghai-Shenzhen Stock Connect ETF market exhibited a rotation characteristic of continued strength in technology-growth directions and renewed pressure on value/defensive sectors. The semiconductor equipment, STAR Market semiconductor, and gold stock directions attracted concentrated buying and led the gains, while value/defensive sectors such as banks, Chinese medicine, dividend low-volatility, and SOEs pulled back modestly across the board. Market hotspots shifted from the previous session's Chinext AI and communication sectors to the semiconductor equipment and gold stock space; the technology-growth style outperformed for two consecutive days, while value sectors continued to face profit-taking pressure, and sector rotation remained brisk.
NewTimeSpace Disclaimer: All content herein is the original work of NewTimeSpace. Any reproduction, reprinting, or use of this content in any other manner must clearly indicate the source as "NewTimeSpace". NewTimeSpace and its authorized third-party information providers strive to ensure the accuracy and reliability of the data, but do not guarantee the absolute correctness thereof. This content is for reference only and does not constitute any investment advice. All transaction risks shall be borne by the user.
- Shanghai-Shenzhen Stock Connect ETF Daily: Alcoholic Drink ETF Surges 5%! Biopharma Sector Erupts, STAR Market Semiconductors Plunge Over 7%
- Shanghai-Shenzhen Stock Connect ETF Daily: Livestock and brokerage sectors rally in tandem, while energy storage batteries and tech chips plunge across the board.
