Shanghai-Shenzhen Stock Connect ETFs Daily Report: Coal and Power Grid Equipment Lead Gains; Media and Healthcare Pull Back Collectively - 20260909
NewTimeSpace News: On September 9, 2026, the Shanghai-Shenzhen Stock Connect ETFs market showed significant structural divergence. Cyclical resource themes including coal, power grid equipment and non-ferrous metals strengthened collectively, with multiple related ETFs leading the gainers; meanwhile, media, innovative drugs and real estate sectors pulled back notably and led the decliners.
On the upside, cyclical resource themes led the gainers. Guotai CSI Coal ETF (515220.SH) rose 3.00%, topping the gainers list. Several ETFs tracking the power grid equipment theme performed strongly: Guotai Hang Seng China A Electricity Equipment ETF (561380.SH) rose 2.51%; GF Hang Seng China A Electricity Equipment ETF (159320.SZ) rose 1.98%; ChinaAMC CSI Electricity Equipment Theme ETF (159326.SZ) rose 1.88%.
Central SOE and industrial non-ferrous metals sectors also strengthened in tandem: Rongtong CSI Chengtong Central Enterprise Dividends ETF (159336.SZ) rose 2.03%; Wanjia CSI Industry Non-ferrous Metal Theme ETF (560860.SH) rose 1.91%; Penghua CSI Defense ETF (512670.SH) rose 1.90%. The non-ferrous metals theme was also active: China Southern CSI SWS Non-Ferrous Metal ETF (512400.SH) rose 1.76%; Hwabao WP CSI Non-ferrous Metal ETF (159876.SZ) rose 1.73%; China Universal CSI Subdivision Non-Ferrous Metal Sub-Industry ETF (159652.SZ) rose 1.71%.
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Shanghai-Shenzhen Stock Connect ETFs Gainers Statistics |
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|
Rank |
Code |
Name |
Change (%) |
Tracking Index |
Management Company |
|
1 |
515220.SH |
Guotai CSI Coal ETF |
3.00 |
CSI Coal Index |
Guotai Asset Management |
|
2 |
561380.SH |
Guotai Hang Seng China A Electricity Equipment ETF |
2.51 |
Hang Seng China A Electricity Equipment Index |
Guotai Asset Management |
|
3 |
159336.SZ |
Rongtong CSI Chengtong Central Enterprise Dividends ETF |
2.03 |
CSI Chengtong Central Enterprise Dividends Index |
Rongtong Fund Management |
|
4 |
159320.SZ |
GF Hang Seng China A Electricity Equipment ETF |
1.98 |
Hang Seng China A Electricity Equipment Index |
GF Fund Management |
|
5 |
560860.SH |
Wanjia CSI Industry Non-ferrous Metal Theme ETF |
1.91 |
CSI Industry Non-ferrous Metal Theme Index |
Wanjia Asset Management |
|
6 |
512670.SH |
Penghua CSI Defense ETF |
1.90 |
CSI Defense Index |
Penghua Fund Management |
|
7 |
159326.SZ |
ChinaAMC CSI Electricity Equipment Theme ETF |
1.88 |
CSI Electricity Equipment Theme Index |
China Asset Management |
|
8 |
512400.SH |
China Southern CSI SWS Non-Ferrous Metal ETF |
1.76 |
CSI SWS Non-Ferrous Metal Index |
China Southern Asset Management |
|
9 |
159876.SZ |
Hwabao WP CSI Non-ferrous Metal ETF |
1.73 |
CSI Non-ferrous Metal Index |
Hwabao WP Fund Management |
|
10 |
159652.SZ |
China Universal CSI Subdivision Non-Ferrous Metal Sub-Industry ETF |
1.71 |
CSI Subdivision Non-Ferrous Metal Sub-Industry Index |
China Universal Asset Management |
|
Data source/compilation: Wind/NewTimeSpace Research, as of September 9, 2026 close |
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On the downside, the media theme led the decliners. Penghua CSI Media Index ETF (159805.SZ) fell 2.80%, topping the decliners list; GF CSI Media Index ETF (512980.SH) fell 2.76%. Innovative drugs and biomedicine followed close behind: Guotai SSE Science And Technology Innovation Board Innovative Drugs ETF (589720.SH) fell 2.36%; Guotai CSI BIOMEDICINE ETF (512290.SH) fell 1.93%; E Fund CSI Innovative Drugs ETF (516080.SH) fell 1.62%.
Real estate and medical apparatus sectors also came under pressure in tandem: China Southern CSI All Share Real Estate ETF (512200.SH) fell 1.75%; ChinaAMC CSI All Share Real Estate ETF (515060.SH) fell 1.65%; China Merchants CSI All Share Medical Apparatus And Instruments ETF (159898.SZ) fell 1.61%; GF CSI Medical Service ETF (560260.SH) fell 1.61%; Maxwealth CSI All Share Medical Apparatus And Instruments ETF (159883.SZ) fell 1.58%.
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Shanghai-Shenzhen Stock Connect ETFs Decliners Statistics |
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|
Rank |
Code |
Name |
Change (%) |
Tracking Index |
Management Company |
|
1 |
159805.SZ |
Penghua CSI Media Index ETF |
-2.80 |
CSI Media Index |
Penghua Fund Management |
|
2 |
512980.SH |
GF CSI Media Index ETF |
-2.76 |
CSI Media Index |
GF Fund Management |
|
3 |
589720.SH |
Guotai SSE Science And Technology Innovation Board Innovative Drugs ETF |
-2.36 |
SSE STAR Innovative Drugs Index |
Guotai Asset Management |
|
4 |
512290.SH |
Guotai CSI BIOMEDICINE ETF |
-1.93 |
CSI BIOMEDICINE Index |
Guotai Asset Management |
|
5 |
512200.SH |
China Southern CSI All Share Real Estate ETF |
-1.75 |
CSI All Share Real Estate Index |
China Southern Asset Management |
|
6 |
515060.SH |
ChinaAMC CSI All Share Real Estate ETF |
-1.65 |
CSI All Share Real Estate Index |
China Asset Management |
|
7 |
516080.SH |
E Fund CSI Innovative Drugs ETF |
-1.62 |
CSI Innovative Drugs Industry Index |
E Fund Management |
|
8 |
159898.SZ |
China Merchants CSI All Share Medical Apparatus And Instruments ETF |
-1.61 |
CSI All Share Medical Apparatus And Instruments Index |
China Merchants Fund Management |
|
9 |
560260.SH |
GF CSI Medical Service ETF |
-1.61 |
CSI Medical Service Index |
GF Fund Management |
|
10 |
159883.SZ |
Maxwealth CSI All Share Medical Apparatus And Instruments ETF |
-1.58 |
CSI All Share Medical Apparatus And Instruments Index |
Maxwealth Fund Management |
|
Data source/compilation: Wind/NewTimeSpace Research, as of September 9, 2026 close |
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Overall, the market on September 9 showed a pattern of cyclical resource themes maintaining strength, with capital continuing to flow into the coal, power grid equipment and non-ferrous metals sectors; while media, innovative drugs and real estate themes pulled back collectively and led the declines. The market's style rotation is evident, with capital accelerating its shift across sectors.
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