Shanghai-Shenzhen Stock Connect ETFs Daily Report: Communications and Rare Earth Lead Strong Gains; Power, Consumer and Farming Sectors Pull Back Collectively as Rotation Continues - 20260814

NewTimeSpace · 2026/08/14 15:43 · By Jiayi Sun

On 14 August 2026, communications and rare earth led the Shanghai-Shenzhen Stock Connect ETFs. The Guotai CSI All Share Communication Equipment ETF (515880.SH) rose 3.60%, and the Huatai-PB CSI Rare earth industry ETF (516780.SH) rose 3.27%; the GF CSI All Share Power Public Service ETF (159611.SZ) fell 1.87%, with alcoholic beverages and consumer ETFs pulling back modestly. NewTimeSpace monitoring showed clear rotation with communications and rare earth strengthening while power and consumer sectors came under pressure.

NewTimeSpace News: On 14 August 2026, the Shanghai-Shenzhen Stock Connect ETFs market showed broad gains across communications, rare earth and ChiNext artificial intelligence, alongside modest pullbacks in power, alcoholic beverages, consumer and farming sectors, with pronounced sector rotation.

Communications and rare earth themes performed strongly on the day. The Guotai CSI All Share Communication Equipment ETF (515880.SH) rose 3.60%, the top gainer; the Huatai-PB CSI Rare earth industry ETF (516780.SH) rose 3.27%; the China Southern Chinext Artificial Intelligence ETF (159382.SZ) rose 3.20%; the Fullgoal CSI Communication Equipment Theme ETF (159583.SZ) rose 3.14%; the Hwabao ChiNext Artificial Intelligence ETF (159363.SZ) rose 3.04%; the ChinaAMC ChiNext Artificial Intelligence ETF (159381.SZ) rose 2.78%; the Harvest CSI Rare Earth Industry ETF (516150.SH) rose 2.78%; the ChinaAMC CSI 5G Communication Theme ETF (515050.SH) rose 2.78%; the Fullgoal CSI Rare Earth Industry ETF (159713.SZ) rose 2.72%; and the E Fund CSI Rare Earth Industry ETF (159715.SZ) rose 2.70%. Overall, communications, rare earth and ChiNext artificial intelligence formed a clear sector linkage effect, with all top 10 gainers up more than 2.7%.

Shanghai-Shenzhen Stock Connect ETF Top 10 Gainers
Rank	Code	Name	Change (%)	Tracking Index	Manager
1	515880.SH	Guotai CSI All Share Communication Equipment ETF	3.60	CSI All Share Communication Equipment Index	Guotai Asset Management
2	516780.SH	Huatai-PB CSI Rare earth industry ETF	3.27	CSI Rare Earth Industry Index	Huatai-PineBridge Fund Management
3	159382.SZ	China Southern Chinext Artificial Intelligence ETF	3.20	Chinext Artificial Intelligence Index	China Southern Asset Management
4	159583.SZ	Fullgoal CSI Communication Equipment Theme ETF	3.14	CSI Communication Equipment Theme Index	Fullgoal Fund Management
5	159363.SZ	Hwabao ChiNext Artificial Intelligence ETF	3.04	Chinext Artificial Intelligence Index	Hwabao WP Fund Management
6	159381.SZ	ChinaAMC ChiNext Artificial Intelligence ETF	2.78	Chinext Artificial Intelligence Index	China Asset Management
7	516150.SH	Harvest CSI Rare Earth Industry ETF	2.78	CSI Rare Earth Industry Index	Harvest Fund Management
8	515050.SH	ChinaAMC CSI 5G Communication Theme ETF	2.78	CSI 5G Communication Index	China Asset Management
9	159713.SZ	Fullgoal CSI Rare Earth Industry ETF	2.72	CSI Rare Earth Industry Index	Fullgoal Fund Management
10	159715.SZ	E Fund CSI Rare Earth Industry ETF	2.70	CSI Rare Earth Industry Index	E Fund Management
Source/Compiled by: Wind / NewTimeSpace Research Institute, as of the close on August 14, 2026

On the downside, power and alcoholic beverages led the declines, though losses were broadly limited. The GF CSI All Share Power Public Service ETF (159611.SZ) fell 1.87%, the steepest drop; the Penghua CSI Alcoholic Drink Index ETF (512690.SH) fell 1.78%; the Huatai-PB CSI All Share Power Public Service ETF (561560.SH) fell 1.77%; the China Universal CSI Consumer Staples ETF (159928.SZ) fell 1.61%; the Harvest CSI Consumer Staples ETF (512600.SH) fell 1.53%; the Guotai CSI Animal Husbandry ETF (159865.SZ) fell 1.48%; the Penghua CSI Animal Husbandry ETF (159867.SZ) fell 1.45%; the China Universal CSI Health Care ETF (159929.SZ) fell 1.36%; the China Merchants CSI Animal Husbandry ETF (516670.SH) fell 1.31%; and the Fullgoal CSI Consumption 50 ETF (515650.SH) fell 1.30%. Power, alcoholic beverages, consumer and farming products came under pressure on the day, but no decline exceeded 1.9%.

Shanghai-Shenzhen Stock Connect ETF Top 10 Losers
Rank	Code	Name	Change (%)	Tracking Index	Manager
1	159611.SZ	GF CSI All Share Power Public Service ETF	-1.87	CSI All Share Power Public Service Index	GF Fund Management
2	512690.SH	Penghua CSI Alcoholic Drink Index ETF	-1.78	CSI Alcoholic Drink Index	Penghua Fund Management
3	561560.SH	Huatai-PB CSI All Share Power Public Service ETF	-1.77	CSI All Share Power Public Service Index	Huatai-PineBridge Fund Management
4	159928.SZ	China Universal CSI Consumer Staples ETF	-1.61	CSI 800 Consumer Staples Index	China Universal Asset Management
5	512600.SH	Harvest CSI Consumer Staples ETF	-1.53	CSI 800 Consumer Staples Index	Harvest Fund Management
6	159865.SZ	Guotai CSI Animal Husbandry ETF	-1.48	CSI Animal Husbandry Index	Guotai Asset Management
7	159867.SZ	Penghua CSI Animal Husbandry ETF	-1.45	CSI Animal Husbandry Index	Penghua Fund Management
8	159929.SZ	China Universal CSI Health Care ETF	-1.36	CSI 800 Health Care Index	China Universal Asset Management
9	516670.SH	China Merchants CSI Animal Husbandry ETF	-1.31	CSI Animal Husbandry Index	China Merchants Fund Management
10	515650.SH	Fullgoal CSI Consumption 50 ETF	-1.30	CSI Consumption 50 Index	Fullgoal Fund Management
Source/Compiled by: Wind / NewTimeSpace Research Institute, as of the close on August 14, 2026

NewTimeSpace Research data showed that on 14 August 2026, the Shanghai-Shenzhen Stock Connect ETFs market featured rotation with communications and rare earth leading gains while power and consumer sectors came under pressure. Communications, rare earth and ChiNext artificial intelligence drew concentrated buying and led gains, while power, alcoholic beverages, consumer and farming sectors pulled back slightly. Market hotspots shifted from the previous session's real estate and communications to communications, rare earth and AI, with the communications sector remaining active and the rare earth sector strengthening collectively, while consumer and power sectors continued to face adjustment pressure. The pace of sector rotation remained rapid.

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Shanghai-Shenzhen Stock Connect ETFs Daily Report Guotai CSI All Share Communication Equipment ETF GF CSI All Share Power Public Service ETF

Shanghai-Shenzhen Stock Connect ETFs Daily Report: Communications and Rare Earth Lead Strong Gains; Power, Consumer and Farming Sectors Pull Back Collectively as Rotation Continues - 20260814

Shanghai-Shenzhen Stock Connect ETF Top 10 Gainers

Shanghai-Shenzhen Stock Connect ETF Top 10 Losers