Shanghai-Shenzhen Stock Connect ETFs Daily Report: Grain ETFs Surge Over 6%! SSE STAR Semiconductor ETFs Plunge Over 4%, Extreme Value-Growth Divergence - 20260901
NewTimeSpace News: On September 1, 2026, the Shanghai-Shenzhen Stock Connect ETFs market saw broad gains across value defensive segments including grain, alcoholic drinks and banks, while technology directions including SSE STAR semiconductor, semiconductor equipment and SSE STAR growth suffered concentrated plunges, with an extremely violent style rotation.
Grain and bank themes performed strongly on the day. Penghua Guozheng Food industry ETF (159698.SZ) rose 6.05%, the top gainer; Penghua CSI Alcoholic Drink Index ETF (512690.SH) rose 2.39%.
Multiple bank products rallied together: China Universal CSI Banks ETF (512820.SH) rose 2.20%; ChinaAMC CSI Banks ETF (515020.SH) rose 2.09%; Hwabao WP CSI Banks ETF (512800.SH) rose 2.05%; E Fund CSI Banks ETF (516310.SH) rose 2.04%; China Southern CSI Banks ETF (512700.SH) rose 2.03%; Tianhong CSI Bank ETF (515290.SH) rose 2.02%. In addition, Fullgoal CSI Agriculture Theme ETF (159825.SZ) rose 1.99%; Guotai SSE 180 Finance ETF (510230.SH) rose 1.88%. Overall, grain, bank and agriculture directions formed an evident value defensive sector co-movement, with all top-10 gainers up more than 1.8%.
Shanghai-Shenzhen Stock Connect ETF Top 10 Gainers |
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|
No. |
Code |
Name |
Change (%) |
Tracking Index |
Manager |
|
1 |
159698.SZ |
Penghua Guozheng Food industry ETF |
6.05 |
CNI Grain Index |
Penghua Fund Management |
|
2 |
512690.SH |
Penghua CSI Alcoholic Drink Index ETF |
2.39 |
CSI Alcoholic Drink Index |
Penghua Fund Management |
|
3 |
512820.SH |
China Universal CSI Banks ETF |
2.20 |
CSI Banks Index |
China Universal Asset Management |
|
4 |
515020.SH |
ChinaAMC CSI Banks ETF |
2.09 |
CSI Banks Index |
China Asset Management |
|
5 |
512800.SH |
Hwabao WP CSI Banks ETF |
2.05 |
CSI Banks Index |
Hwabao WP Fund Management |
|
6 |
516310.SH |
E Fund CSI Banks ETF |
2.04 |
CSI Banks Index |
E Fund Management |
|
7 |
512700.SH |
China Southern CSI Banks ETF |
2.03 |
CSI Banks Index |
China Southern Asset Management |
|
8 |
515290.SH |
Tianhong CSI Bank ETF |
2.02 |
CSI Banks Index |
Tianhong Asset Management |
|
9 |
159825.SZ |
Fullgoal CSI Agriculture Theme ETF |
1.99 |
CSI Agriculture Theme Index |
Fullgoal Fund Management |
|
10 |
510230.SH |
Guotai SSE 180 Finance ETF |
1.88 |
SSE 180 Finance Index |
Guotai Asset Management |
|
Source/Compiled by: Wind / NewTimeSpace Research Institute, as of the close onSeptember 1, 2026 |
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On the downside, SSE STAR semiconductor and semiconductor equipment segments suffered concentrated plunges, with multiple related ETFs down more than 3.5%. ChinaAMC China Science And Technology Innovation Board Semiconductor Material Equipment Theme ETF (588170.SH) fell 4.17%, the largest drop; Penghua China Science And Technology Innovation Board Semiconductor Material Equipment Theme ETF (589020.SH) fell 4.17%; Huatai-PB China Science And Technology Innovation Board Semiconductor Material Equipment Theme ETF (588710.SH) fell 4.13%; GF CSI Semiconductor Material Equipment Theme ETF (560780.SH) fell 3.75%; Guotai CSI Semiconductor Material Equipment Theme ETF (159516.SZ) fell 3.73%; Wanjia CSI Semiconductor Material Equipment Theme ETF (159327.SZ) fell 3.70%; Guotai CSI Machine Tool ETF (159667.SZ) fell 3.68%; ChinaAMC CSI Semiconductor Material Equipment Theme ETF (562590.SH) fell 3.62%; E Fund CSI Semiconductor Material Equipment Theme ETF (159558.SZ) fell 3.61%; E Fund SSE Science And Technology Innovation Board Growth ETF (588020.SH) fell 3.53%. SSE STAR semiconductor, semiconductor equipment and SSE STAR growth products faced concentrated selling pressure on the day, with all top-10 decliners down more than 3.5%.
Shanghai-Shenzhen Stock Connect ETF Top 10 Losers |
|||||
|
No. |
Code |
Name |
Change (%) |
Tracking Index |
Manager |
|
1 |
588170.SH |
ChinaAMC China Science And Technology Innovation Board Semiconductor Material Equipment Theme ETF |
-4.17 |
SSE STAR Semiconductor Material Equipment Theme Index |
China Asset Management |
|
2 |
589020.SH |
Penghua China Science And Technology Innovation Board Semiconductor Material Equipment Theme ETF |
-4.17 |
SSE STAR Semiconductor Material Equipment Theme Index |
Penghua Fund Management |
|
3 |
588710.SH |
Huatai-PB China Science And Technology Innovation Board Semiconductor Material Equipment Theme ETF |
-4.13 |
SSE STAR Semiconductor Material Equipment Theme Index |
Huatai-PineBridge Fund Management |
|
4 |
560780.SH |
GF CSI Semiconductor Material Equipment Theme ETF |
-3.75 |
CSI Semiconductor Material Equipment Theme Index |
GF Fund Management |
|
5 |
159516.SZ |
Guotai CSI Semiconductor Material Equipment Theme ETF |
-3.73 |
CSI Semiconductor Material Equipment Theme Index |
Guotai Asset Management |
|
6 |
159327.SZ |
Wanjia CSI Semiconductor Material Equipment Theme ETF |
-3.70 |
CSI Semiconductor Material Equipment Theme Index |
Wanjia Asset Management |
|
7 |
159667.SZ |
Guotai CSI Machine Tool ETF |
-3.68 |
CSI Machine Tool Index |
Guotai Asset Management |
|
8 |
562590.SH |
ChinaAMC CSI Semiconductor Material Equipment Theme ETF |
-3.62 |
CSI Semiconductor Material Equipment Theme Index |
China Asset Management |
|
9 |
159558.SZ |
E Fund CSI Semiconductor Material Equipment Theme ETF |
-3.61 |
CSI Semiconductor Material Equipment Theme Index |
E Fund Management |
|
10 |
588020.SH |
E Fund SSE Science And Technology Innovation Board Growth ETF |
-3.53 |
SSE STAR Growth Index |
E Fund Management |
|
Source/Compiled by: Wind / NewTimeSpace Research Institute, as of the close onSeptember 1, 2026 |
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NewTimeSpace Research data showed that on September 1, 2026, the Shanghai-Shenzhen Stock Connect ETFs market exhibited an extreme rotation of strength from technology growth to value defensive segments. Value defensive segments including grain, banks and agriculture attracted concentrated buying and led the gains, while technology directions including SSE STAR semiconductor, semiconductor equipment and SSE STAR growth suffered concentrated plunges across the board. Market hotspots rotated quickly from the previous session's satellite and SSE STAR AI to value defensive areas such as grain and banks, with technology segments retreating across the line and value defensive products fully taking over, as sector rotation proceeded at an extremely rapid pace.
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