Today, the tide of technological innovation surges relentlessly, with AI leading the charge in reshaping industries across the board. From mass-produced humanoid robots to the intelligent evolution of traditional devices like cars and smartphones, from leaps in computing power to "AI + healthcare," the renewable energy revolution, and space exploration—scenarios once confined to science fiction are now becoming reality.
Recently, based on in-depth research, six industries with high future growth potential have been identified—artificial intelligence, robotics and smart devices, future computing, future health, future energy, and future space. Under the "Future is Here" investment theme, representative ETFs have been selected to help investors conveniently tap into these six future industries.
Anchoring AI, Leading the Intelligent Era
As the foundational cornerstone of these industries, AI is evolving from a "tool" to a "partner." With the launch of the world’s first general-purpose AI Agent, "super assistants" capable of independent thinking, planning, and delivering complete results are expected to arrive sooner, accelerating AI’s empowerment of industries with greater speed and efficiency.
To seize AI opportunities, investors can consider the AI ETF (159819), which has surpassed RMB 16 billion in assets under management (AUM), ranking first among its peers. Its benchmark, the CSI Artificial Intelligence Theme Index, covers 50 leading AI stocks across Shanghai and Shenzhen exchanges, spanning infrastructure to real-world applications. The index is well-balanced, with semiconductors, software development, and computer equipment accounting for nearly 70% of its holdings.
Human-Machine Interaction, Shaping Future Productivity
Humanoid robots have recently captured global attention with their performances in marathons and the World Cup. AI Agents will enable robots to autonomously plan and execute tasks, while advancements in high-precision actuators, flexible materials, and multimodal sensors will give them more dexterous hands and sharper senses.
Notably, the E Fund Robotics ETF (159530) tracks the SZSE Robotics Industry Index, which has been revised to emphasize humanoid robots and their core components, offering better alignment with the industry chain. Post-revision, humanoid robot-related stocks account for over 50% of the index—the highest among all ETF-tracked indices. As of May 22, the ETF’s AUM surged sevenfold year-to-date, reaching RMB 1.4 billion.
Computing Evolution, Renewing Digital Infrastructure
AI training demands more powerful computing foundations, driving advancements in high-performance cloud computing, edge computing, and quantum computing. Cloud computing, a dominant form today, is making computing resources more centralized and accessible, serving as the "central nervous system" of the digital society.
The Cloud Computing ETF (516510) closely follows the CSI Cloud Computing and Big Data Theme Index, covering computing hardware and services. It focuses on high-growth segments like computing power and fast-implementing software applications, with heavy weightings in IT and communications. Its AUM stands at RMB 3.4 billion, leading its category.
Life Sciences, Decoding a Healthy China
In future health, gene editing offers new hope for treating genetic disorders and cancer, AI-assisted diagnosis reduces misdiagnosis rates, and synthetic biology is creating "artificial cell factories." Notably, China’s biotech firms are making breakthroughs in PD-1 inhibitors and CAR-T cell therapy, showcasing "China speed."
The Hang Seng Innovative Pharma ETF (159316), the first of its kind, tracks the Hang Seng HK-listed Innovative Pharma Index, comprising up to 40 stocks involved in R&D and production. Top holdings include Innovent Biologics, WuXi Biologics, and BeiGene.
Green Energy, Illuminating a Sustainable Future
China leads the global energy transition. In 2024, it accounted for 55% of new solar installations worldwide—more than the next ten largest markets combined. Breakthroughs include the world’s first fully high-temperature superconducting tokamak (advancing nuclear fusion by ~5 years) and BYD’s solid-state batteries (1,000 km range).
The E Fund New Energy ETF (516090) tracks a benchmark focused on "deep decarbonization," covering lithium batteries, solar, wind, hydro, and nuclear energy. Top holdings include CATL, LONGi Green Energy, CGN Power, and EVE Energy.
Future Space, From Earth to the Stars
China’s "Three-Body Computing Constellation"—an on-orbit data-processing satellite network—has entered deployment, solving bottlenecks in satellite data efficiency. Meanwhile, the Shenzhou-20 manned mission and lunar far-side exploration mark new aerospace milestones.
The soon-to-launch E Fund General Aviation Industry ETF will track an index covering aviation materials, aircraft manufacturing, operations, and applications, helping investors position early in this high-growth sector.
