Core Viewpoint - Five One Vision (06651) experienced a significant stock price increase, rising over 8% during trading and currently up 5.43% at HKD 53.35, with a trading volume of HKD 61.5 million [1] Group 1: Company Developments - NVIDIA announced on March 16 at GTC that its Omniverse NuRec has achieved deep integration with Five One Vision's SimOne, utilizing neural rendering technology to address the challenges of non-interactive real-world data collection in the autonomous driving sector [1] - This collaboration aims to accelerate the development of inference-based autonomous driving represented by VLA and world models, empowering global Level 4 (L4) automotive partners [1] - Five One Vision has achieved a market share of 53.5% in China's high-end simulation sector, and this partnership is expected to further solidify its core position in the global Physical AI arena [1]

消息面上，英伟达于3月16日GTC宣布，旗下Omniverse NuRec与五一视界SimOne已实现深度融合，基 于神经渲染技术，解决智驾行业真实采集场景数据不可交互的痛点，加速以VLA、世界模型为代表的 推理型自动驾驶开发，赋能全球L4级汽车合作伙伴。据悉，五一视界在中国高阶仿真领域市占率已达 53.5%，此次合作将进一步巩固其在全球Physical AI赛道的核心地位。 五一视界(06651)盘中涨超8%，截至发稿，涨5.43%，报53.35港元，成交额6150.39万港元。 ...

Group 1 - Nvidia's Omniverse NuRec has integrated with 51WORLD's SimOne, utilizing neural rendering technology to address the challenges of non-interactive real-world data collection in the autonomous driving sector, thereby accelerating the development of inference-based autonomous driving represented by VLA and world models [1] - The collaboration is expected to strengthen 51WORLD's core position in the global Physical AI sector, which has a market potential worth trillions of dollars [1] - 51WORLD has established comprehensive technical capabilities in the three key components of Physical AI: data fuel, spatial models, and training platforms, creating a closed-loop ecosystem of "synthetic data - spatial intelligent models - simulation training platforms" [1] Group 2 - 51WORLD has achieved a market share of 53.5% in China's high-level simulation field, indicating its strong competitive position [1] - The company has made significant investments in 3D graphics, simulation, and artificial intelligence, leading to the development of three core businesses: 51Aes (digital twin platform), 51Sim (autonomous driving simulation platform), and 51Earth (digital earth platform) [2] - The products of 51WORLD are widely used by over a thousand large and medium-sized enterprises across 19 countries and regions [2]

Group 1 - NVIDIA announced a partnership with 51WORLD to integrate its Omniverse NuRec with 51WORLD's SimOne, aimed at enhancing reasoning-based autonomous driving development [1] - The collaboration addresses the challenge of non-interactive real-world scenario data, which is a significant pain point in the industry [1] - This partnership is expected to empower global Level 4 (L4) automotive partners by accelerating the development of advanced autonomous driving systems [1] Group 2 - 51WORLD has achieved a 53.5% market share in China's Level 3+ (L3+) simulation sector, reinforcing its position in the global Physical AI market [2] - The partnership with NVIDIA is anticipated to further solidify 51WORLD's core position within the global Physical AI arena [2]

将进一步巩固在全球Physical AI赛道的核心地位。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO 早 知 道 消 息 ， 英 伟 达 于 3 月 16 日 GTC 新 闻 稿 提 到 ， 旗 下 Omniverse NuRec 与 五 一 视 界 SimOne已实现深度融合，基于神经渲染技术，解决智驾行业真实采集场景数据不可交互的痛点，加 速以VLA、世界模型为代表的推理型自动驾驶开发，赋能全球L4级汽车合作伙伴。 值得注意的是，弗若斯特沙利文近日发布的《中国物理AI仿真及数据平台研究报告》显示，中国端到 端高阶智能驾驶仿真及数据平台市场已进入集中加速阶段。五一视界（6651.HK）旗下51Sim，以 53.5%的市场份额位居中国端到端高阶智能驾驶仿真及数据平台市场第一，并正在形成可持续的规 模壁垒与生态优势。 本次与英伟达的合作将进一步巩固其在全球Physical AI赛道的核心地位。 事实上，五一视界及其旗下 51Sim 所代表的，不仅是一家仿真软件公司，而是物理AI时代的基础设 施建设者。 随着自动驾驶作为Physical AI核心场景持续扩 ...