Shanghai-Shenzhen Stock Connect ETFs Daily Report: Animal Husbandry ETFs Surged Over 4.5%; Media and Consumer Staples Rallied Broadly While Semiconductor Equipment Came Under Heavy Pressure Again - 20260904
NewTimeSpace News: On September 4, 2026, the Shanghai-Shenzhen Stock Connect ETFs market featured broad gains in defensive consumer sectors such as animal husbandry, media, agriculture and consumer staples, while technology themes including semiconductor equipment, STAR semiconductors and machine tools pulled back collectively again, with animal husbandry becoming the day's dominant line.
Animal husbandry and media/consumer staples themes were extremely strong during the session. Guotai CSI Animal Husbandry ETF (159865.SZ) rose 4.60%, the largest gain; China Merchants CSI Animal Husbandry ETF (516670.SH) advanced 4.58%; and Penghua CSI Animal Husbandry ETF (159867.SZ) gained 4.32%. Agriculture rallied in tandem: Tianhong CSI Agriculture Theme ETF (512620.SH) rose 3.85%, and Fullgoal CSI Agriculture Theme ETF (159825.SZ) gained 3.48%.
Media and consumer staples also delivered solid performance: Penghua CSI Media Index ETF (159805.SZ) rose 3.55%; GF CSI Media Index ETF (512980.SH) gained 3.51%; China Universal CSI Consumer Staples ETF (159928.SZ) rose 3.31%; Penghua CSI Alcoholic Drink Index ETF (512690.SH) gained 3.09%; and Harvest CSI Consumer Staples ETF (512600.SH) rose 2.62%. Overall, animal husbandry, media, agriculture and consumer staples formed a strong defensive consumer-sector linkage, with all of the top-10 gainers up more than 2.6%.
Shanghai-Shenzhen Stock Connect ETF Top 10 Gainers |
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|
No. |
Code |
Name |
Change (%) |
Tracking Index |
Manager |
|
1 |
159865.SZ |
Guotai CSI Animal Husbandry ETF |
4.60 |
CSI Animal Husbandry Index |
Guotai Asset Management |
|
2 |
516670.SH |
China Merchants CSI Animal Husbandry ETF |
4.58 |
CSI Animal Husbandry Index |
China Merchants Fund Management |
|
3 |
159867.SZ |
Penghua CSI Animal Husbandry ETF |
4.32 |
CSI Animal Husbandry Index |
Penghua Fund Management |
|
4 |
512620.SH |
Tianhong CSI Agriculture Theme ETF |
3.85 |
CSI Agriculture Theme Index |
Tianhong Asset Management |
|
5 |
159805.SZ |
Penghua CSI Media Index ETF |
3.55 |
CSI Media Index |
Penghua Fund Management |
|
6 |
512980.SH |
GF CSI Media Index ETF |
3.51 |
CSI Media Index |
GF Fund Management |
|
7 |
159825.SZ |
Fullgoal CSI Agriculture Theme ETF |
3.48 |
CSI Agriculture Theme Index |
Fullgoal Fund Management |
|
8 |
159928.SZ |
China Universal CSI Consumer Staples ETF |
3.31 |
CSI 800 Consumer Staples Index |
China Universal Asset Management |
|
9 |
512690.SH |
Penghua CSI Alcoholic Drink Index ETF |
3.09 |
CSI Alcoholic Drink Index |
Penghua Fund Management |
|
10 |
512600.SH |
Harvest CSI Consumer Staples ETF |
2.62 |
CSI 800 Consumer Staples Index |
Harvest Fund Management |
|
Source/Compiled by: Wind / NewTimeSpace Research Institute, as of the close onSeptember 4, 2026 |
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On the downside, semiconductor equipment and STAR semiconductor ETFs led the declines, with several related ETFs down more than 3%. GF CSI Semiconductor Material Equipment Theme ETF (560780.SH) fell 3.70%, the biggest drop; ChinaAMC China Science And Technology Innovation Board Semiconductor Material Equipment Theme ETF (588170.SH) declined 3.53%; Guotai CSI Machine Tool ETF (159667.SZ) fell 3.38%; Penghua China Science And Technology Innovation Board Semiconductor Material Equipment Theme ETF (589020.SH) declined 3.34%; Huatai-PB China Science And Technology Innovation Board Semiconductor Material Equipment Theme ETF (588710.SH) fell 3.32%; ChinaAMC CSI Semiconductor Material Equipment Theme ETF (562590.SH) declined 3.24%; E Fund SSE Science And Technology Innovation Board Growth ETF (588020.SH) fell 3.21%; Wanjia CSI Semiconductor Material Equipment Theme ETF (159327.SZ) declined 3.13%; E Fund CSI Semiconductor Material Equipment Theme ETF (159558.SZ) fell 3.10%; and Guotai CSI Semiconductor Material Equipment Theme ETF (159516.SZ) declined 3.10%. Semiconductor equipment, STAR semiconductor, machine tool and STAR growth ETFs met evident selling pressure during the session, with all of the top-10 decliners down more than 3.1%.
Shanghai-Shenzhen Stock Connect ETF Top 10 Losers |
|||||
|
No. |
Code |
Name |
Change (%) |
Tracking Index |
Manager |
|
1 |
560780.SH |
GF CSI Semiconductor Material Equipment Theme ETF |
-3.70 |
CSI Semiconductor Material Equipment Theme Index |
GF Fund Management |
|
2 |
588170.SH |
ChinaAMC China Science And Technology Innovation Board Semiconductor Material Equipment Theme ETF |
-3.53 |
SSE STAR Semiconductor Material Equipment Theme Index |
China Asset Management |
|
3 |
159667.SZ |
Guotai CSI Machine Tool ETF |
-3.38 |
CSI Machine Tool Index |
Guotai Asset Management |
|
4 |
589020.SH |
Penghua China Science And Technology Innovation Board Semiconductor Material Equipment Theme ETF |
-3.34 |
SSE STAR Semiconductor Material Equipment Theme Index |
Penghua Fund Management |
|
5 |
588710.SH |
Huatai-PB China Science And Technology Innovation Board Semiconductor Material Equipment Theme ETF |
-3.32 |
SSE STAR Semiconductor Material Equipment Theme Index |
Huatai-PineBridge Fund Management |
|
6 |
562590.SH |
ChinaAMC CSI Semiconductor Material Equipment Theme ETF |
-3.24 |
CSI Semiconductor Material Equipment Theme Index |
China Asset Management |
|
7 |
588020.SH |
E Fund SSE Science And Technology Innovation Board Growth ETF |
-3.21 |
SSE STAR Growth Index |
E Fund Management |
|
8 |
159327.SZ |
Wanjia CSI Semiconductor Material Equipment Theme ETF |
-3.13 |
CSI Semiconductor Material Equipment Theme Index |
Wanjia Asset Management |
|
9 |
159558.SZ |
E Fund CSI Semiconductor Material Equipment Theme ETF |
-3.10 |
CSI Semiconductor Material Equipment Theme Index |
E Fund Management |
|
10 |
159516.SZ |
Guotai CSI Semiconductor Material Equipment Theme ETF |
-3.10 |
CSI Semiconductor Material Equipment Theme Index |
Guotai Asset Management |
|
Source/Compiled by: Wind / NewTimeSpace Research Institute, as of the close onSeptember 4, 2026 |
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NewTimeSpace Research data showed that on September 4, 2026, the Shanghai-Shenzhen Stock Connect ETFs market featured a rotation in which animal husbandry and consumer staples strengthened broadly while semiconductor equipment ETFs came under pressure again. Defensive consumer themes such as animal husbandry, media, agriculture and consumer staples drew concentrated buying and led the gains, whereas technology themes including semiconductor equipment, STAR semiconductors, machine tools and STAR growth pulled back across the board. Market hotspots rotated swiftly from the previous session's gold stocks and innovative drugs to animal husbandry and the media/consumer staples complex, with animal husbandry becoming the day's dominant line and consumer staples also delivering solid performance, while technology sectors extended their adjustment.
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