Shanghai-Shenzhen Stock Connect ETFs Daily Report: Resource & Cyclical Themes Lead Gains; Semiconductor Equipment and New Energy Sectors Pull Back - 20260908
NewTimeSpace News: On September 8, 2026, the Shanghai-Shenzhen Stock Connect ETFs market showed significant structural divergence. Resource and cyclical themes including grain, oil and coal strengthened collectively, with multiple related ETFs leading the gainers; meanwhile, semiconductor equipment, energy storage battery and SSE STAR chip sectors saw notable pullbacks and led the decliners.
On the upside, resource and cyclical themes led the gainers. Penghua Guozheng Food industry ETF (159698.SZ) rose 4.06%, topping the gainers list. Invesco Great Wall Cni Oil & Gas Etf (159588.SZ) rose 3.35%; China Universal CSI Oil And Gas Resources ETF (159309.SZ) rose 3.09%; Guotai CSI Oil and Gas Industry ETF (561360.SH) rose 3.05%; ChinaAMC CSI Petrochemical Industry ETF (159731.SZ) rose 2.57%; Guotai CSI Coal ETF (515220.SH) rose 2.52%.
The chemicals and real estate sectors also strengthened in tandem: E Fund CSI Petrochemical Industry ETF (516570.SH) rose 2.45%; GTJA Allianz SSE Bulk Commodity ETF (510170.SH) rose 2.31%; Fullgoal CSI Subdivision Chemical Industry Theme ETF (516120.SH) rose 2.19%; China Southern CSI All Share Real Estate ETF (512200.SH) rose 2.19%.
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Shanghai-Shenzhen Stock Connect ETFs Gainers Statistics |
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|
Rank |
Code |
Name |
Change (%) |
Tracking Index |
Management Company |
|
1 |
159698.SZ |
Penghua Guozheng Food industry ETF |
4.06 |
CNI Grain Index |
Penghua Fund Management |
|
2 |
159588.SZ |
Invesco Great Wall Cni Oil & Gas Etf |
3.35 |
CNI Oil & Gas Index |
Invesco Great Wall Fund Management |
|
3 |
159309.SZ |
China Universal CSI Oil And Gas Resources ETF |
3.09 |
CSI Oil And Gas Resources Index |
China Universal Asset Management |
|
4 |
561360.SH |
Guotai CSI Oil and Gas Industry ETF |
3.05 |
CSI Oil and Gas Industry Index |
Guotai Asset Management |
|
5 |
159731.SZ |
ChinaAMC CSI Petrochemical Industry ETF |
2.57 |
CSI Petrochemical Industry Index |
China Asset Management |
|
6 |
515220.SH |
Guotai CSI Coal ETF |
2.52 |
CSI Coal Index |
Guotai Asset Management |
|
7 |
516570.SH |
E Fund CSI Petrochemical Industry ETF |
2.45 |
CSI Petrochemical Industry Index |
E Fund Management |
|
8 |
510170.SH |
GTJA Allianz SSE Bulk Commodity ETF |
2.31 |
SSE Bulk Commodity Index |
CPIC Fund Management |
|
9 |
516120.SH |
Fullgoal CSI Subdivision Chemical Industry Theme ETF |
2.19 |
CSI Subsector Chemical Industry Theme Index |
Fullgoal Fund Management |
|
10 |
512200.SH |
China Southern CSI All Share Real Estate ETF |
2.19 |
CSI All Share Real Estate Index |
China Southern Asset Management |
|
Data source/compilation: Wind/NewTimeSpace Research, as of September 8, 2026 close |
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On the downside, the semiconductor equipment theme led the decliners. China Merchants CSI Semiconductor Industry ETF (561980.SH) fell 1.96%, topping the decliners list. E Fund CNI New Energy Batteries ETF (159566.SZ) fell 1.89%; Wanjia CSI Semiconductor Material Equipment Theme ETF (159327.SZ) fell 1.83%; Guotai SSE STAR Chip Index ETF (589100.SH) fell 1.81%; GF CSI Semiconductor Material Equipment Theme ETF (560780.SH) fell 1.79%.
The SSE STAR and semiconductor equipment segment also came under pressure in tandem: Huatai-PB China Science And Technology Innovation Board Semiconductor Material Equipment Theme ETF (588710.SH) fell 1.76%; Guotai CSI Semiconductor Material Equipment Theme ETF (159516.SZ) fell 1.76%; China Universal China Science And Technology Innovation Board Chip ETF (588750.SH) fell 1.75%; JPMorgan China Science And Technology Innovation Board Xinyidai Information Technology ETF (588770.SH) fell 1.72%; E Fund CSI Semiconductor Material Equipment Theme ETF (159558.SZ) fell 1.68%.
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Shanghai-Shenzhen Stock Connect ETFs Decliners Statistics |
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|
Rank |
Code |
Name |
Change (%) |
Tracking Index |
Management Company |
|
1 |
561980.SH |
China Merchants CSI Semiconductor Industry ETF |
-1.96 |
CSI Semiconductor Industry Index |
China Merchants Fund Management |
|
2 |
159566.SZ |
E Fund CNI New Energy Batteries ETF |
-1.89 |
CNI New Energy Battery Index |
E Fund Management |
|
3 |
159327.SZ |
Wanjia CSI Semiconductor Material Equipment Theme ETF |
-1.83 |
CSI Semiconductor Material Equipment Theme Index |
Wanjia Asset Management |
|
4 |
589100.SH |
Guotai SSE STAR Chip Index ETF |
-1.81 |
SSE STAR Chip Index |
Guotai Asset Management |
|
5 |
560780.SH |
GF CSI Semiconductor Material Equipment Theme ETF |
-1.79 |
CSI Semiconductor Material Equipment Theme Index |
GF Fund Management |
|
6 |
588710.SH |
Huatai-PB China Science And Technology Innovation Board Semiconductor Material Equipment Theme ETF |
-1.76 |
SSE STAR Semiconductor Material Equipment Theme Index |
Huatai-PineBridge Fund Management |
|
7 |
159516.SZ |
Guotai CSI Semiconductor Material Equipment Theme ETF |
-1.76 |
CSI Semiconductor Material Equipment Theme Index |
Guotai Asset Management |
|
8 |
588750.SH |
China Universal China Science And Technology Innovation Board Chip ETF |
-1.75 |
SSE STAR Chip Index |
China Universal Asset Management |
|
9 |
588770.SH |
JPMorgan China Science And Technology Innovation Board Xinyidai Information Technology ETF |
-1.72 |
SSE STAR Next-Generation Information Technology Index |
JPMorgan Asset Management (China) |
|
10 |
159558.SZ |
E Fund CSI Semiconductor Material Equipment Theme ETF |
-1.68 |
CSI Semiconductor Material Equipment Theme Index |
E Fund Management |
|
Data source/compilation: Wind/NewTimeSpace Research, as of September 8, 2026 close |
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Overall, the market on September 8 showed a pattern of resource and cyclical themes strengthening collectively, with capital flowing significantly into the grain, oil & gas, coal and chemicals sectors; while semiconductor equipment, energy storage battery and SSE STAR chip themes generally pulled back and led the declines.
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