ETF Market Review | A-Share Market Kicks Off 2026 with a Strong Start! The China-Korea Semiconductor ETF Surged 8.46%, and the Hang Seng China Enterprises Medical ETF (Fullgoal) Rose 7%.
Gelonghui, January 5th | A-share market kicked off 2026 with a strong start as the Shanghai Composite Index surged 1.38% to reclaim the 4,000-point mark, while the ChiNext Index soared by 2.85%. The total trading volume of the Shanghai, Shenzhen, and Beijing markets reached 2.5672 trillion yuan, an increase of 501.5 billion yuan compared to the previous day. Nearly 4,200 stocks in the market closed higher. Stocks related to brain-computer interfaces, AI applications, commercial aerospace, memory chips, and innovative pharmaceuticals experienced a wave of limit-up surges. Insurance stocks also performed notably. Meanwhile, sectors tied to the Hainan Free Trade Zone and stablecoins saw adjustments. In the ETF sector, the semiconductor industry chain gained significant momentum, with Huatai Bai Rui Fund's China-Korea Semiconductor ETF skyrocketing by 8.46%. Hong Kong's stock market witnessed a robust rebound in innovative pharmaceuticals, particularly within the Hang Seng Medical sector accessible via Stock Conn
The top-performing fund rankings for 2025 are here!
ETFs have made rapid progress.
ETF Midday Review | Jinying Zengyi Money ETF Surges 4%, Hengzhi-HK Stock Connect ETF (Guangfa) Drops 6%
Gelonghui, December 30 | The three major indices of the A-share market showed mixed performance in early trading. By midday, the Shanghai Composite Index was down 0.1%, the Shenzhen Component Index rose 0.23%, and the ChiNext Index fell 0.06%. The Beijing Stock Exchange 50 Index dropped 0.68%. The total trading volume of the Shanghai, Shenzhen, and Beijing markets reached 1.3039 trillion yuan in the morning session, a decrease of 103.9 billion yuan compared to the previous day. More than 2,700 stocks across the market declined. In terms of sector performance, AI application sectors such as gaming and film remained locally active, along with commercial aerospace concept stocks. Meanwhile, the Hainan Free Trade Zone, wind power equipment, insurance, photovoltaic equipment, and airport shipping sectors led the declines. Regarding ETFs, the mini-sized Jinying Zengyi Money Market ETF experienced unusual movements.
ETF Market Close | A-share trading volume rebounds to 2 trillion yuan, semiconductor equipment sector leads gains, with the Sci-Tech Semiconductor ETF surging 5%.
Gelonghui December 12 | A-share market opened lower but closed higher. By the close, the Shanghai Composite Index rose by 0.41%, the Shenzhen Component Index increased by 0.84%, the ChiNext Index climbed by 0.97%, and the Beijing Stock 50 Index gained 0.31%. The total market turnover reached RMB 2.12 trillion, an increase of RMB 233.5 billion compared to the previous day's turnover. In terms of sectors and themes, the grid equipment, precious metals, and semiconductor equipment sectors were active, while retail and Hainan-related sectors saw adjustments. Regarding ETFs, the semiconductor equipment sector surged across the board, with China AMC’s STAR Semiconductor ETF, Huatai Berley Fund’s STAR Semiconductor Equipment ETF, and Penghua’s STAR Semiconductor Equipment ETF rising by 5%, 4%, respectively.
The list of top-performing ETFs in October came as a surprise!
In October, over 100 billion yuan continued to aggressively flow in.
CITIC Securities: Most of this round of market rally is related to overseas expansion. In terms of allocation, adhere to resources + new quality productivity + overseas expansion.
CITIC Securities believes that in the future, assessing whether fundamentals and liquidity are aligned should be done from a global exposure perspective rather than solely through the lens of the domestic economic cycle.
ETF closing review | The Sector related to computing power rose in the afternoon, with the Guotai CSI All Share Communication Equipment ETF, 5GETF, and the communication ETF rising over 2%.
On June 18, Glory Financial reported that the three major A-share Indices rose slightly today. By the close, the Shanghai Composite Index increased by 0.04%, the Shenzhen Component Index rose by 0.24%, and the GEM Index climbed by 0.23%, while the Northern Exchange 50 Index fell by 0.65%. The All Market half-day trading volume was 1221.7 billion yuan, a decrease of 15.4 billion yuan compared to the previous day. Over 1800 individual stocks in the All Market increased in value. In terms of Sectors, military equipment, components, CPO, and Consumer Electronics saw the highest gains; while rare earth permanent magnets and glyphosate sectors had the largest declines. In the ETF segment, overnight Crude Oil Product futures surged by 4%; the CCB Fund Energy and chemical industry ETF and the Franklin Templeton Fund S&P Oil and Gas ETF both rose by 2.
ETF Midday Review | The oil and gas, Gold Sectors have surged, with two S&P oil and gas ETFs rising over 7%.
On June 13, according to GeLongHui, the three major A-share indices fell collectively in the morning. By the lunch break, the Shanghai Index was down 0.72%, the Shenzhen Component Index was down 1.15%, the GEM Index was down 1.14%, and the North Certificate 50 Index was down 1.43%. The total trading volume in the All Market for half a day was 936.1 billion yuan, an increase of 140 billion yuan compared to the previous day. Over 4,400 stocks in the All Market fell. In terms of sectors, oil and gas, precious metals, and nuclear pollution prevention sectors led the gains; medical aesthetics, e-commerce, gaming media, and pharmaceutical sectors led the declines. Regarding ETFs, the escalation of the conflict in the Middle East has driven up oil and gold prices, with the China Asset Management S&P Oil and Gas ETF and the Welling Fund S&P Oil and Gas ETF.
ETF Afternoon Review | The Hong Kong stock innovative drugs Sector has a huge explosion, with the Yinhua CSI Innovative Drugs Industry ETF from ICBC up over 5%.
On May 20, Gelonghui reported that the three major A-shares indices rose collectively in the morning, with the Shanghai Composite Index up 0.38%, the Shenzhen Component Index up 0.79%, the GEM up 1.04%, and the Northern Stock Exchange 50 Index up 1.37%. The total trading volume of the All Market during the first half of the day was 752.2 billion yuan, an increase of 23.9 billion yuan from the previous day. In the All Market, 3,600 stocks rose. In terms of sectors, beauty care, The Pet Economy, innovative drugs, and IP economy led the gains; while port shipping and Chemical Fiber sectors faced declines. In terms of ETFs, the Hong Kong innovative drug sector surged, with the Hong Kong Stock Connect innovative drug ETF from ICBC, Invesco Great Wall Fund's Hong Kong innovative drug 50 ETF, and GF Fund.
ETF Closing Review | CSI Midcap 200 Index by Fuquan surged by 6%, and the Rare Earth SME300ETF Fund rose by more than 5%.
On May 6, Glonghui reported that the three major A-share indices rose collectively today. By the end of trading, the Shanghai Composite Index increased by 1.13%, the Shenzhen Component Index rose by 1.84%, the Chinext Price Index climbed by 1.97%, and the North Stock 50 Index surged by 3.21%. The total market turnover was 1364.4 billion yuan, an increase of 171.4 billion yuan compared to the previous day. Nearly 5,000 individual stocks in the All Market rose. In terms of sectors, New Metal Materials, Controlled Nuclear Fusion, Rare Earth Permanent Magnets, Brain-computer Interface, and Hongmeng Concept stocks led the gains, while the Banks sector saw significant losses. In the ETF segment, the CSI Midcap 200 Index's Fuguo experienced notable late-session fluctuations, closing up by 6.4%, with the latest premium and discount rate at 3.35%.
ETF closing review | Cross-border ETFs plummeted in the late trading session, with the S&P Consumer Staples ETF and Saudi ETF hitting the daily limit down.
Gelonghui, January 13 | The three major indices of A-shares showed mixed results today. By the close, the Shanghai Composite Index fell 0.24%, the Shenzhen Component Index was almost flat, the Chinext Price Index rose 0.36%, and the Northern Securities 50 Index fell 2.35%. The total trading volume in the All Market was 976.2 billion yuan, marking the first time since last year's 'September 24 Rally' that it fell below one trillion; a decrease of 126.7 billion yuan from the previous day. Over 3,000 individual stocks rose in the All Market. In terms of sector themes, Siasun Robot&Automation, Energy Metals, and Lithography sectors led in gains; Internet E-commerce and Banks sectors experienced the largest declines. In the ETF sector, international oil prices rose, the Invesco S&P Oil & Gas ETF and the Harvest Fund S&P Oil & Gas.
ETF review: Four 300etfs in Shanghai and Shenzhen traded at 11.8 billion yuan today, with strong volume nearly doubled.
On September 5th, Guolonghui reported that the three major A-share indices collectively rose today. As of the close, the Shanghai Composite Index rose by 0.14%, the Shenzhen Component Index rose by 0.28%, and the ChiNext Price Index rose by 0.65%. The trading volume of the Shanghai and Shenzhen stock markets was 534.8 billion yuan, a decrease of 24.5 billion yuan from the previous day. Nearly 4,000 stocks in the two markets rose. In terms of market performance, internet e-commerce, mobile payments, gaming, pharmaceutical commerce, and online car-hailing sectors led the gains, while the Zhongchuan Group, battery, and flexible screen concepts led the declines. In terms of ETFs, the gaming sector remained strong throughout the day, with Huaxia Fund Gaming ETF, Huatai Bairui Fund Gaming Animation ETF, and Guotai Fund Gaming ETF rising by 3.47% each.
The energy saving and carbon reduction action plan is here, and chemical ETFs are rising
The chemical sector rose. Penghua Fund Chemical ETF and Yinhua Fund Chemical Industry ETF rose more than 1%, Fuguo Fund Chemical 50 ETF, Huabao Fund Chemical ETF, E-Fangda Fund Chemical Industry ETF, and Cathay Pacific Fund's leading chemical ETF rose. Currently, there are 7 chemical-themed ETFs on the market, of which Penghua Fund Chemical ETF has the latest scale of 2.7 billion shares, leading the scale. Judging from the index tracked by chemical-themed ETFs, Penghua Fund Chemical ETF, Cathay Pacific Fund Chemical Leading ETF, Huabao Fund Chemical ETF, Wells Fargo Fund Chemical 50 ETF, and Yinhua Fund Chemical Industry ETF closely track the details of China Securities
The “top class” really ran away this time!
Pharmaceutical fund manager Salted Fish turns over
Soybean meal ETFs and energy and chemical ETFs led the rise this month, and Qiaoshui China continues to hold gold ETFs
At the end of August, soybean meal ETF, energy and chemical ETF, Hang Seng consumer ETF, 30-year treasury bond ETF, NASDAQ ETF Yi Fangda, NASDAQ technology ETF, gold ETF, NASDAQ biotech ETF, S&P 500 ETF, and government bond ETF led the rise this month. Rare metal ETF funds, travel ETFs, automobile ETFs, infrastructure ETF, battery ETF funds, photovoltaic ETF Huaan, G60 innovation ETF, industrial non-ferrous ETF, Hang Seng Biotech ETF, and vaccine index ETF fell more than 10% this month, leading the decline. August 30, Hua'an
ETF evaluations丨The energy sector declined, and energy and chemical ETFs fell 2.93%
On July 17丨The three major A-share indices opened low in early trading today. The decline narrowed near the end of the session. At the close, the Shanghai index fell 0.87%, the Shenzhen index fell 0.63%, and the GEM index fell 0.75%. The full-day turnover of the Shanghai and Shenzhen markets was 802.6 billion yuan, down 119.9 billion yuan from the previous trading day. The sharp decline in turnover may be affected by the suspension of trading by the Shanghai and Shenzhen Stock Connect. In terms of sectors, sectors such as 3D printing, smart grids, new tobacco, and environmental protection registered the highest gains, while sectors such as rare earth permanent magnets, integrated die casting, mobile games, and CRO registered the highest declines. In terms of ETFs, the Chinese medicine sector had the highest growth rate, with Penghua Fund Traditional Chinese Medicine E
Oil prices are booming, and energy ETFs have surged 5%
Traditional energy performance
Soybean meal ETF, which rose the most last year, led the decline this year
Currently, commodity ETFs in the Chinese market are mainly divided into two categories. One type is gold ETFs, and the other is commodity futures ETFs.
International oil prices recorded the biggest one-day decline since March, and energy ETFs fell and fell back
The Zhitong Finance App learned that on July 6, energy ETFs fell back down due to news that international oil prices recorded the biggest one-day decline since March. As of press release, the energy ETF (159930.SZ) fell nearly 5%, and the energy chemical ETF (159981.SZ) fell 3.2%. International oil prices once plummeted nearly $12 on Tuesday, the biggest one-day drop since March. The decline spread to other energy products amid concerns about the global economic recession. Crude oil, the two major indicators, recorded their biggest one-day percentage declines since March 9, and the stock prices of major oil and gas companies were also hit. The price of oil
Jianxin Yisheng Zheng Shang Institute Energy and Chemical Industry Futures ETF Investment value Analysis: a sharp weapon for the rise of investment commodity prices