Shanghai-Shenzhen Stock Connect ETFs Daily Report: Aerospace & Defense Edge Up Against Weak Market, Grain ETF Plunges Nearly 6% as Prior-Day Leaders Suffer Brutal Reversal - 20260902
NewTimeSpace News: On September 2, 2026, the Shanghai-Shenzhen Stock Connect ETFs market saw aerospace and defense ETFs edge slightly higher against the market trend, while grain, rare metals, coal, chemical and non-ferrous metal ETFs — the prior session's leaders and cyclical plays — pulled back sharply across the board, a clear sign of profit-taking.
Aerospace and defense themes were relatively resilient during the session, but gains were extremely limited. ChinaAMC CNI Aerospace Industry ETF (159227.SZ) rose 1.27%, leading the gainers; Huaan CNI Aerospace Industry ETF (159267.SZ) added 1.27%; Tianhong CNI Aerospace Industry ETF (159241.SZ) gained 1.24%; Fullgoal CSI Military Top ETF (512710.SH) rose 0.79%; Penghua CSI Defense ETF (512670.SH) edged up 0.38%; Huatai-PB CSI All Share Aerospace ETF (563380.SH) rose 0.31%; Hwabao WP CSI Military Industry ETF (512810.SH) gained 0.30%; E Fund CSI Military Industry ETF (512560.SH) added 0.28%; Harvest CSI Smart Select Aerospace Technology ETF (159638.SZ) rose 0.24%; and GF CSI Military Industry ETF (512680.SH) gained 0.17%. Overall, aerospace and defense ETFs posted only marginal gains, all within 1.3%, indicating clearly weak bullish appetite.
Shanghai-Shenzhen Stock Connect ETF Top 10 Gainers |
|||||
|
No. |
Code |
Name |
Change (%) |
Tracking Index |
Manager |
|
1 |
159227.SZ |
ChinaAMC CNI Aerospace Industry ETF |
1.27 |
CNI Aerospace Industry Index |
China Asset Management |
|
2 |
159267.SZ |
Huaan CNI Aerospace Industry ETF |
1.27 |
CNI Aerospace Industry Index |
Huaan Fund Management |
|
3 |
159241.SZ |
Tianhong CNI Aerospace Industry ETF |
1.24 |
CNI Aerospace Industry Index |
Tianhong Asset Management |
|
4 |
512710.SH |
Fullgoal CSI Military Top ETF |
0.79 |
CSI Military Top Index |
Fullgoal Fund Management |
|
5 |
512670.SH |
Penghua CSI Defense ETF |
0.38 |
CSI Defense Index |
Penghua Fund Management |
|
6 |
563380.SH |
Huatai-PB CSI All Share Aerospace ETF |
0.31 |
CSI All Share Aerospace Index |
Huatai-PineBridge Fund Management |
|
7 |
512810.SH |
Hwabao WP CSI Military Industry ETF |
0.30 |
CSI Military Industry Index |
Hwabao WP Fund Management |
|
8 |
512560.SH |
E Fund CSI Military Industry ETF |
0.28 |
CSI Military Industry Index |
E Fund Management |
|
9 |
159638.SZ |
Harvest CSI Smart Select Aerospace Technology ETF |
0.24 |
CSI Smart Select Aerospace Technology Index |
Harvest Fund Management |
|
10 |
512680.SH |
GF CSI Military Industry ETF |
0.17 |
CSI Military Industry Index |
GF Fund Management |
|
Source/Compiled by: Wind / NewTimeSpace Research Institute, as of the close onSeptember 2, 2026 |
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On the downside, the grain sector suffered an unusually sharp sell-off, with the prior day's leader reversing in full. Penghua Guozheng Food industry ETF (159698.SZ) plunged 5.81%, the biggest decliner, after having surged 6.05% to lead the market the previous day. Rare metals ETFs slumped in tandem: ICBCCS CSI Rare Metals Theme ETF (159671.SZ) fell 3.15%; Harvest CSI Rare Metals Theme ETF (562800.SH) dropped 3.08%; GF CSI Rare Metals Theme ETF (159608.SZ) lost 3.04%. Guotai CSI Coal ETF (515220.SH) declined 2.91%.
Chemical ETFs also weakened across the board: Hwabao WP CSI Subdivision Chemical Industry Theme ETF (516020.SH) fell 2.83%; Penghua CSI Subdivision Chemical Industry Theme ETF (159870.SZ) dropped 2.79%; Fullgoal CSI Subdivision Chemical Industry Theme ETF (516120.SH) declined 2.66%. In addition, Tianhong CSI Scientific Innovation And Entrepreneurship 50 ETF (159603.SZ) fell 2.78%, and Hwabao WP CSI Non-ferrous Metal ETF (159876.SZ) shed 2.69%. Grain, rare metals, coal, chemical and non-ferrous metal ETFs were hit by concentrated profit-taking during the session, with all ten of the biggest decliners falling more than 2.6%.
Shanghai-Shenzhen Stock Connect ETF Top 10 Losers |
|||||
|
No. |
Code |
Name |
Change (%) |
Tracking Index |
Manager |
|
1 |
159698.SZ |
Penghua Guozheng Food industry ETF |
-5.81 |
CNI Grain Index |
Penghua Fund Management |
|
2 |
159671.SZ |
ICBCCS CSI Rare Metals Theme ETF |
-3.15 |
CSI Rare Metals Theme Index |
ICBC Credit Suisse Asset Management |
|
3 |
562800.SH |
Harvest CSI Rare Metals Theme ETF |
-3.08 |
CSI Rare Metals Theme Index |
Harvest Fund Management |
|
4 |
159608.SZ |
GF CSI Rare Metals Theme ETF |
-3.04 |
CSI Rare Metals Theme Index |
GF Fund Management |
|
5 |
515220.SH |
Guotai CSI Coal ETF |
-2.91 |
CSI Coal Index |
Guotai Asset Management |
|
6 |
516020.SH |
Hwabao WP CSI Subdivision Chemical Industry Theme ETF |
-2.83 |
CSI Subsector Chemical Industry Theme Index |
Hwabao WP Fund Management |
|
7 |
159870.SZ |
Penghua CSI Subdivision Chemical Industry Theme ETF |
-2.79 |
CSI Subsector Chemical Industry Theme Index |
Penghua Fund Management |
|
8 |
159603.SZ |
Tianhong CSI Scientific Innovation And Entrepreneurship 50 ETF |
-2.78 |
CSI Scientific Innovation And Entrepreneurship 50 Index |
Tianhong Asset Management |
|
9 |
159876.SZ |
Hwabao WP CSI Non-ferrous Metal ETF |
-2.69 |
CSI Non-ferrous Metal Index |
Hwabao WP Fund Management |
|
10 |
516120.SH |
Fullgoal CSI Subdivision Chemical Industry Theme ETF |
-2.66 |
CSI Subsector Chemical Industry Theme Index |
Fullgoal Fund Management |
|
Source/Compiled by: Wind / NewTimeSpace Research Institute, as of the close onSeptember 2, 2026 |
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NewTimeSpace Research data show that on September 2, 2026, the Shanghai-Shenzhen Stock Connect ETFs market featured a rotation in which the prior day's leaders retreated across the board while military ETFs took over with marginal gains. Aerospace and defense ETFs rose modestly, leading the gainers but with extremely limited upside, while the grain sector that had led the prior session suffered an unusually sharp slump and cyclical resource plays such as rare metals, coal, chemical and non-ferrous metals also pulled back sharply. Market focus rotated quickly from the previous day's grain-led strength to military and defense themes, yet profitable opportunities were extremely scarce, with nearly all prior-day gainers hit by profit-taking. Sector rotation was exceptionally violent, and market sentiment turned cautious.
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