ETF Market Review | The A-share market experienced a decline in trading volume, while the agriculture sector and consumer electronics rose against the trend, with the E Fund Agriculture ETF increasing by nearly 3%.

Gelonghui, August 26 | The Shanghai Composite Index closed down 0.39% with reduced volume, while the ChiNext Index fell by 0.76%. The total trading volume across the Shanghai, Shenzhen, and Beijing markets was 27,098 billion yuan, a decrease of 4,671 billion yuan compared to the previous day. Over 2,800 stocks in the entire market rose. Popular themes generally retraced, with rare earths, CRO, and GPU concepts leading the decline, while active themes in TMT such as stablecoins, PEEK materials, and photolithography machines collectively fell; the Huakun Zhenyu concept strengthened against the trend, and the consumer electronics supply chain gained momentum in the afternoon, with Goertek hitting the upper limit, and the gaming, agriculture, and chemical sectors performing well. In terms of ETFs, the agriculture sector remained strong throughout the day, with the agricultural ETFs from E Fund, 富国基金 (Fortune Fund), and 华夏基金 (China AMC) rising by 2.94%, 2.9%, and 2.85%, respectively. The consumer electronics sector rose against the trend, with the online consumption ETF from 南方基金 (Southern Fund) increasing by 2.92%, showing a latest premium/discount rate of 1.11%. The gaming sector was active, with the gaming ETF from 华泰柏瑞 (Huatai-PB) rising by 2.57%. The semiconductor sector retraced, with the Sci-Tech Innovation Chip ETF index, artificial intelligence ETF, and AI ETF from 富国 (Fortune) falling by 4.18%, 3.35%, and 3.2%, respectively. The rare earth sector experienced significant declines, with the rare earth ETFs from E Fund and the rare earth ETF falling by 3.39% and 3.11%, respectively.