格隆汇2月24日｜有投资者在互动平台向索辰科技提问：公司的"天工·开物"物理AI平台已获特斯拉 Optimus二代模组验证订单是否属实？索辰科技回复称，公司的"天工·开物"物理AI平台未获特斯拉 Optimus二代模组验证订单。 ...

格隆汇2月24日｜有投资者在互动平台向索辰科技提问：请问索辰的天工·开物物理AI平台承接的业务是 否属于世界模型的垂直应用实践？索辰科技回复称，公司物理AI平台聚焦多物理场仿真、物理规律驱 动的智能体训练与行业级应用，面向新能源、具身智能、工业仿真等垂直场景提供虚拟训练与建模服 务。其在工业 / 物理场景的落地实践，可视为物理世界模型的垂直应用方向。 ...

格隆汇2月24日丨索辰科技(688507.SH)在投资者互动平台表示，公司的"天工·开物"物理AI平台未获特斯 拉Optimus二代模组验证订单。 ...

Investment Rating - The investment rating for the company is "Buy-A" with a 6-month target price of 104.16 CNY, while the stock price as of July 28, 2025, is 88.29 CNY [5][14]. Core Insights - The company is a leading player in the field of physical AI, having launched several innovative products and platforms aimed at various applications, including virtual training and low-altitude economy [1][4][12]. - The company has established strategic partnerships, such as with Hangshi Group, to enhance the integration of low-altitude economy and virtual training technologies [1]. - The company is expected to achieve revenue growth from 5.15 billion CNY in 2025 to 9.21 billion CNY in 2027, with net profits projected to rise from 0.79 billion CNY to 1.42 billion CNY during the same period [14]. Summary by Sections Company Overview - The company hosted a forum on physical AI at the World Artificial Intelligence Conference, showcasing its leadership in the field and announcing four major innovations [1]. - The company has developed a comprehensive physical AI platform that includes various core technologies for simulation and training [2][3]. Product and Technology Development - Key technologies include integrated generative modeling and simulation, real-time physical AI computing engines, and intelligent environmental perception technologies [3]. - The company has launched a physical AI platform that supports various applications, including a low-altitude three-dimensional physical map to enhance the safety of low-altitude flying vehicles [12][13]. Financial Performance and Projections - The company’s revenue is projected to grow significantly, with a compound annual growth rate (CAGR) of 17.6% from 2025 to 2027 [16]. - The net profit margin is expected to stabilize around 15.5% by 2027, indicating improved profitability [16]. Market Position and Strategy - The company is positioned as a leading CAE software provider, expanding its business into renewable energy, low-altitude economy, and robotics through strategic acquisitions [14]. - The company aims to leverage its physical AI platform to create new growth opportunities and enhance its market presence [14].