Shanghai-Shenzhen Stock Connect ETFs Daily Report: Property and Telecom Stage a Full-Scale Rebound, Coal and Central SOE Dividends Remain Under Pressure - 20260812
NewTimeSpace News: On 12 August 2026, the Shanghai-Shenzhen Stock Connect ETFs market posted broad gains across property, telecom, ChiNext and semiconductor equipment, while coal, SOE, robot, power and pharmaceutical sectors edged lower, with pronounced sector rotation.
Property and telecom themes performed strongly on the day. China Southern CSI All Share Real Estate ETF (512200.SH) rose 4.18%, ranking first among gainers; ChinaAMC CSI All Share Real Estate ETF (515060.SH) gained 4.09%. Multiple telecom products advanced in tandem: Fullgoal CSI Communication Equipment Theme ETF (159583.SZ) rose 3.66%; ChinaAMC CSI 5G Communication Theme ETF (515050.SH) rose 3.05%; Guotai CSI All Share Communication Equipment ETF (515880.SH) rose 2.94%; Yinhua CSI 5G Communication Theme ETF (159994.SZ) rose 2.88%.
The ChiNext and semiconductor equipment directions were also active: ChinaAMC ChiNext Momentum Growth ETF (159967.SZ) rose 2.62%; ChinaAMC ChiNext Artificial Intelligence ETF (159381.SZ) rose 2.50%; E Fund CSI Semiconductor Material Equipment Theme ETF (159558.SZ) rose 2.50%; Guotai CSI Semiconductor Material Equipment Theme ETF (159516.SZ) rose 2.44%. Overall, property, telecom and ChiNext directions formed an evident sector linkage, with all top ten gainers up more than 2.4%.
Shanghai-Shenzhen Stock Connect ETF Top 10 Gainers |
|||||
|
Rank |
Code |
Name |
Change (%) |
Tracking Index |
Manager |
|
1 |
512200.SH |
China Southern CSI All Share Real Estate ETF |
4.18 |
CSI All Share Real Estate Index |
China Southern Asset Management |
|
2 |
515060.SH |
ChinaAMC CSI All Share Real Estate ETF |
4.09 |
CSI All Share Real Estate Index |
China Asset Management |
|
3 |
159583.SZ |
Fullgoal CSI Communication Equipment Theme ETF |
3.66 |
CSI Communication Equipment Theme Index |
Fullgoal Fund Management |
|
4 |
515050.SH |
ChinaAMC CSI 5G Communication Theme ETF |
3.05 |
CSI 5G Communication Index |
China Asset Management |
|
5 |
515880.SH |
Guotai CSI All Share Communication Equipment ETF |
2.94 |
CSI All Share Communication Equipment Index |
Guotai Asset Management |
|
6 |
159994.SZ |
Yinhua CSI 5G Communication Theme ETF |
2.88 |
CSI 5G Communication Index |
Yinhua Fund Management |
|
7 |
159967.SZ |
ChinaAMC ChiNext Momentum Growth ETF |
2.62 |
ChiNext Momentum Growth Index |
China Asset Management |
|
8 |
159381.SZ |
ChinaAMC ChiNext Artificial Intelligence ETF |
2.50 |
ChiNext Artificial Intelligence Index |
China Asset Management |
|
9 |
159558.SZ |
E Fund CSI Semiconductor Material Equipment Theme ETF |
2.50 |
CSI Semiconductor Material Equipment Theme Index |
E Fund Management |
|
10 |
159516.SZ |
Guotai CSI Semiconductor Material Equipment Theme ETF |
2.44 |
CSI Semiconductor Material Equipment Theme Index |
Guotai Asset Management |
|
Source/Compiled by: Wind / NewTimeSpace Research Institute, as of the close onAugust 12, 2026 |
|||||
On the downside, coal and SOE sectors led the declines, though the magnitude of losses was generally small. Guotai CSI Coal ETF (515220.SH) fell 1.03%, the largest drop; China Southern FTSE China China Enterprises Open All-Win ETF (517180.SH) fell 0.87%; Invesco Great Wall CNI Robot Industry ETF (159559.SZ) fell 0.85%, after having led gainers with a 2.22% rise in the previous trading day; E Fund CNI Robot Industry ETF (159530.SZ) fell 0.77%; Rongtong CSI Chengtong Central Enterprise Dividends ETF (159336.SZ) fell 0.74%; Harvest CSI Software Services ETF (159852.SZ) fell 0.69%; GF CSI All Share Power Public Service ETF (159611.SZ) fell 0.65%; Guotai CSI BIOMEDICINE ETF (512290.SH) fell 0.64%; Huatai-PB CSI All Share Power Public Service ETF (561560.SH) fell 0.62%; Fullgoal CSI Medicine 50 ETF (515950.SH) fell 0.60%. Coal, SOE, robot, power and pharmaceutical products came under pressure on the day, but none of the declines exceeded 1.1%.
Shanghai-Shenzhen Stock Connect ETF Top 10 Losers |
|||||
|
Rank |
Code |
Name |
Change (%) |
Tracking Index |
Manager |
|
1 |
515220.SH |
Guotai CSI Coal ETF |
-1.03 |
CSI Coal Index |
Guotai Asset Management |
|
2 |
517180.SH |
China Southern FTSE China China Enterprises Open All-Win ETF |
-0.87 |
FTSE China China Enterprises Open All-Win Index |
China Southern Asset Management |
|
3 |
159559.SZ |
Invesco Great Wall CNI Robot Industry ETF |
-0.85 |
CNI Robot Industry Index |
Invesco Great Wall Fund Management |
|
4 |
159530.SZ |
E Fund CNI Robot Industry ETF |
-0.77 |
CNI Robot Industry Index |
E Fund Management |
|
5 |
159336.SZ |
Rongtong CSI Chengtong Central Enterprise Dividends ETF |
-0.74 |
CSI Chengtong Central Enterprise Dividends Index |
Rongtong Fund Management |
|
6 |
159852.SZ |
Harvest CSI Software Services ETF |
-0.69 |
CSI Software Services Index |
Harvest Fund Management |
|
7 |
159611.SZ |
GF CSI All Share Power Public Service ETF |
-0.65 |
CSI All Share Power Public Service Index |
GF Fund Management |
|
8 |
512290.SH |
Guotai CSI BIOMEDICINE ETF |
-0.64 |
CSI BIOMEDICINE Index |
Guotai Asset Management |
|
9 |
561560.SH |
Huatai-PB CSI All Share Power Public Service ETF |
-0.62 |
CSI All Share Power Public Service Index |
Huatai-PineBridge Fund Management |
|
10 |
515950.SH |
Fullgoal CSI Medicine 50 ETF |
-0.60 |
CSI Pharmaceutical 50 Index |
Fullgoal Fund Management |
|
Source/Compiled by: Wind / NewTimeSpace Research Institute, as of the close onAugust 12, 2026 |
|||||
NewTimeSpace Research data show that on 12 August 2026, the Shanghai-Shenzhen Stock Connect ETFs market exhibited rotation featuring property and telecom leading gains while coal and pharmaceuticals came under pressure. Property and telecom sectors attracted concentrated buying and led the gains, while coal, SOE, robot and power products edged lower. Market hotspots swiftly shifted from robots and batteries of the previous day to property and telecom, with the telecom sector becoming active again, while coal and pharmaceutical sectors extended their corrections, indicating a still fast sector rotation pace.
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 ETFs Daily Report: Robots and batteries take over against the trend! Gold and non-ferrous metals slump over 5% in rare sell-off - 20260811
- Shanghai-Shenzhen Stock Connect ETFs Daily Report: Semiconductor equipment and livestock farming lead gains! Artificial intelligence and communication broadly pull back, sector rotation accelerates - 20260810
- Shanghai-Shenzhen Stock Connect ETFs Daily Report: Innovative drug ETFs surge over 7%! Fintech and software broadly pull back, pharma and growth stage a full comeback - 20260807
- Shanghai-Shenzhen Stock Connect ETFs Daily Report: Coal ETFs surge nearly 6%! Semiconductors extend strength while pharma and healthcare broadly pull back - 20260806
