Shanghai-Shenzhen Stock Connect ETFs Daily Report: Gold Stocks Explode Across the Board! Non-Ferrous Mining Rallies in Tandem, Biomedicine and Innovative Drugs Plunge Collectively - 20260821

On August 21, 2026, gold stock and non-ferrous metal ETFs in the Shanghai-Shenzhen Stock Connect market surged across the board. The Guotai CSI Shanghai-Shenzhen-Hong Kong Gold Industry Commodity ETF (517400.SH) rose 4.74% and the China Merchants CSI Non-ferrous Metal Mining Theme ETF (159690.SZ) rose 3.31%; the China Universal CNI BIOMEDICINE ETF (159839.SZ) fell 4.93%, with innovative drugs and traditional Chinese medicine ETFs broadly pulling back. NewTimeSpace monitoring shows a clear rotation pattern of the resource-cycle sector taking over across the board with the pharma sector retreating across the line.

NewTimeSpace News: On August 21, 2026, the Shanghai-Shenzhen Stock Connect ETFs market showed broad gains in resource-cycle directions such as gold stocks, non-ferrous mining and non-ferrous metals, while biomedicine, innovative drugs, traditional Chinese medicine and grain products pulled back sharply across the board, with market style rotating from the previous day's pharma-gold theme to resource-cycle sectors.

Gold stock and non-ferrous metal themes performed strongly on the day. The Guotai CSI Shanghai-Shenzhen-Hong Kong Gold Industry Commodity ETF (517400.SH) rose 4.74%, leading the gainers; the Maxwealth CSI Shanghai-Shenzhen-Hong Kong Gold Industry Commodity ETF (517520.SH) rose 4.60%; the ChinaAMC CSI Shanghai-Shenzhen-Hong Kong Gold Industry Commodity ETF (159562.SZ) rose 4.18%; the Huaan CSI Shanghai-Shenzhen-Hong Kong Gold Industry Stocks ETF (159321.SZ) rose 3.95%.

The non-ferrous mining and non-ferrous metal directions strengthened in tandem: the China Merchants CSI Non-ferrous Metal Mining Theme ETF (159690.SZ) rose 3.31%; the China Southern CSI SWS Non-Ferrous Metal ETF (512400.SH) rose 3.29%; the Guotai CSI Non-Ferrous Metal Kuangye Theme ETF (561330.SH) rose 3.22%; the China Universal CSI Subdivision Non-Ferrous Metal Sub-Industry ETF (159652.SZ) rose 2.93%; the Yinhua CSI Non-ferrous Metal ETF (159871.SZ) rose 2.91%; the Penghua Guozheng Non-ferrous Metal Industry ETF (159880.SZ) rose 2.89%. Overall, gold stocks, non-ferrous mining and non-ferrous metals formed a strong sector linkage effect, with all top 10 gainers up more than 2.8% and the resource-cycle sector exploding across the board.

Shanghai-Shenzhen Stock Connect ETF Top 10 Gainers

Rank

Code

Name

Change (%)

Tracking Index

Manager

1

517400.SH

Guotai CSI Shanghai-Shenzhen-Hong Kong Gold Industry Commodity ETF

4.74

CSI Shanghai-Shenzhen-Hong Kong Gold Industry Commodity Index

Guotai Asset Management

2

517520.SH

Maxwealth CSI Shanghai-Shenzhen-Hong Kong Gold Industry Commodity ETF

4.60

CSI Shanghai-Shenzhen-Hong Kong Gold Industry Commodity Index

Maxwealth Fund Management

3

159562.SZ

ChinaAMC CSI Shanghai-Shenzhen-Hong Kong Gold Industry Commodity ETF

4.18

CSI Shanghai-Shenzhen-Hong Kong Gold Industry Commodity Index

China Asset Management

4

159321.SZ

Huaan CSI Shanghai-Shenzhen-Hong Kong Gold Industry Stocks ETF

3.95

CSI Shanghai-Shenzhen-Hong Kong Gold Industry Commodity Index

Huaan Fund Management

5

159690.SZ

China Merchants CSI Non-ferrous Metal Mining Theme ETF

3.31

CSI Non-Ferrous Metal Mining Theme Index

China Merchants Fund Management

6

512400.SH

China Southern CSI SWS Non-Ferrous Metal ETF

3.29

CSI SWS Non-Ferrous Metal Index

China Southern Asset Management

7

561330.SH

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

3.22

CSI Non-Ferrous Metal Mining Theme Index

Guotai Asset Management

8

159652.SZ

China Universal CSI Subdivision Non-Ferrous Metal Sub-Industry ETF

2.93

CSI Subdivision Non-Ferrous Metal Sub-Industry Index

China Universal Asset Management

9

159871.SZ

Yinhua CSI Non-ferrous Metal ETF

2.91

CSI Non-ferrous Metal Index

Yinhua Fund Management

10

159880.SZ

Penghua Guozheng Non-ferrous Metal Industry ETF

2.89

CNI Non-Ferrous Metals Industry Index

Penghua Fund Management

Source/Compiled by: Wind / NewTimeSpace Research Institute, as of the close onAugust 21, 2026

On the downside, the biomedicine and innovative drugs sectors led the declines, with the previous day's leaders pulling back across the board. The China Universal CNI BIOMEDICINE ETF (159839.SZ) fell 4.93%, the steepest decline, after having led the gainers with a 6.84% surge the previous day; the E Fund CSI Innovative Drugs ETF (516080.SH) fell 4.81%, after having risen 4.76% the prior session; the Guotai SSE Science And Technology Innovation Board Innovative Drugs ETF (589720.SH) fell 4.69%; the Tianhong CNI BIOMEDICINE ETF (159859.SZ) fell 4.60%, after having risen 6.10% the prior session; the E Fund CSI Biotechnology Thematic ETF (159837.SZ) fell 4.59%, after having risen 5.83% the prior session; the GF CSI Innovative Drugs Industry ETF (515120.SH) fell 4.56%, after having risen 4.47% the prior session; the Yinhua CSI Innovative Drugs Industry ETF (159992.SZ) fell 4.49%; the China Universal CSI Chinese Medicine ETF (560080.SH) fell 3.82%; the Guotai CSI BIOMEDICINE ETF (512290.SH) fell 3.77%; the Penghua Guozheng Food industry ETF (159698.SZ) fell 3.65%. Biomedicine, innovative drugs, traditional Chinese medicine and grain products faced concentrated profit-taking on the day, with all top 10 decliners down more than 3.6%.

Shanghai-Shenzhen Stock Connect ETF Top 10 Losers

Rank

Code

Name

Change (%)

Tracking Index

Manager

1

159839.SZ

China Universal CNI BIOMEDICINE ETF

-4.93

CNI Biomedicine Index

China Universal Asset Management

2

516080.SH

E Fund CSI Innovative Drugs ETF

-4.81

CSI Innovative Drugs Industry Index

E Fund Management

3

589720.SH

Guotai SSE Science And Technology Innovation Board Innovative Drugs ETF

-4.69

SSE STAR Innovative Drugs Index

Guotai Asset Management

4

159859.SZ

Tianhong CNI BIOMEDICINE ETF

-4.60

CNI Biomedicine Index

Tianhong Asset Management

5

159837.SZ

E Fund CSI Biotechnology Thematic ETF

-4.59

CSI Biotechnology Thematic Index

E Fund Management

6

515120.SH

GF CSI Innovative Drugs Industry ETF

-4.56

CSI Innovative Drugs Industry Index

GF Fund Management

7

159992.SZ

Yinhua CSI Innovative Drugs Industry ETF

-4.49

CSI Innovative Drugs Industry Index

Yinhua Fund Management

8

560080.SH

China Universal CSI Chinese Medicine ETF

-3.82

CSI Chinese Medicine Index

China Universal Asset Management

9

512290.SH

Guotai CSI BIOMEDICINE ETF

-3.77

CSI BIOMEDICINE Index

Guotai Asset Management

10

159698.SZ

Penghua Guozheng Food industry ETF

-3.65

CNI Grain Index

Penghua Fund Management

Source/Compiled by: Wind / NewTimeSpace Research Institute, as of the close onAugust 21, 2026

NewTimeSpace Research data shows that on August 21, 2026, the Shanghai-Shenzhen Stock Connect ETFs market exhibited a rotation pattern of the resource-cycle sector taking over across the board while pharma and consumption came under broad pressure. Gold stocks, non-ferrous mining and non-ferrous metals attracted concentrated buying and led the gains, while the previous day's leaders in biomedicine, innovative drugs and traditional Chinese medicine pulled back sharply across the board. Market hotspots swiftly rotated from the previous day's pharma-gold theme to gold stocks and non-ferrous mining, with the resource-cycle sector becoming the day's absolute main theme and the pharma sector suffering evident profit-taking; sector rotation remained rapid.

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