香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部分內容而產生或因倚賴 該等內容而引致的任何損失承擔任何責任。 Beijing 51WORLD Digital Twin Technology Co., Ltd. 北京五一視界數字孿生科技股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：06651） 自願性公告－業務發展最新情況 本公告乃由北京五一視界數字孿生科技股份有限公司（「本公司」，連同其附屬公 司統稱「本集團」）自願作出，以知會本公司股東及潛在投資者有關本集團最新業 務發展。 董事會認為，51Claw系統的落地是本集團繼SimOne及DataOne等核心平台後的底 層技術延伸，使本集團的數字孿生系統具備直接感知並操作物理世界的能力。該 進展進一步鞏固了本集團在空間計算技術領域的佈局，並高度契合本集團致力成 為資本市場「物理AI第一股」的戰略目標，為各項業務創造潛在的商業增量空間。 北京五一視界數字孿生科技股份有限公司 1 針對物理AI的長遠發展，本集團未來計劃打造一體化的「具身智能訓練場」 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部分內容而產生或因倚賴 該等內容而引致的任何損失承擔任何責任。 Beijing 51WORLD Digital Twin Technology Co., Ltd. 長期以來，在智能駕駛行業中，真實採集的路測數據無法直接用於交互式閉環 仿真場景，場景構建高度依賴於人工建模，制約了大規模驗證效率。NVIDIA Omniverse NuRec採用3D高斯潑濺(3DGS)神經渲染技術，將車隊真實路測數據重 建為可交互仿真場景，從根本上解決了這一行業痛點；然而，NVIDIA Omniverse NuRec技術能力的充分釋放，有賴於與成熟仿真平台的深度適配。 北京五一視界數字孿生科技股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：06651） 自願性公告－業務發展最新情況 北京五一視界數字孿生科技股份有限公司（「本公司」）董事會（「董事會」）欣然 宣布，本公司旗下的智能駕駛與機器人仿真平台SimOne及數據管理與挖掘平台 Dataverse，已成功完成與NV ...

Core Viewpoint - The stock of Five One Vision (6651.HK) surged over 27% to HKD 64.4, with a trading volume reaching HKD 430 million, following a significant partnership announcement with NVIDIA at the GTC conference on March 16 [1] Group 1: Partnership and Technology - NVIDIA announced the deep integration of its Omniverse NuRec with Five One Vision's SimOne, leveraging neural rendering technology to address the challenges of non-interactive real-world data collection in the autonomous driving sector [1] - This collaboration is expected to accelerate the development of inference-based autonomous driving, represented by VLA and world models, empowering global Level 4 (L4) automotive partners [1] Group 2: Market Position - Five One Vision holds a 53.5% market share in China's high-end simulation sector, and this partnership is anticipated to further solidify its core position in the global Physical AI landscape [1]

Core Viewpoint - Five One Vision (06651) experienced a significant stock price increase, reaching a peak of 64.40 HKD, with a current rise of 17.59% to 59.50 HKD and a trading volume of 262 million HKD [1][4] 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 data collection in the autonomous driving industry [1][4] - 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][4] - Five One Vision holds a 53.5% market share in the high-end simulation sector in China, and this partnership is expected to further solidify its core position in the global Physical AI arena [1][4]

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]

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 data collection in the intelligent driving industry [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 the high-end simulation sector in China, and this partnership is expected to further solidify its core position in the global Physical AI arena [1]

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]

Core Insights - The collaboration between Nvidia and 51Sim will further solidify 51Sim's core position in the global Physical AI sector [2][3] - 51Sim is not just a simulation software company but is positioned as a foundational builder for the Physical AI era [3] - The strategic value of simulation and data platforms is expected to amplify as autonomous driving continues to expand as a core scenario in Physical AI [3][4] Market Position - According to Frost & Sullivan's report, 51Sim holds a 53.5% market share in China's end-to-end high-level intelligent driving simulation and data platform market, making it the leader in this space [2] - 51Sim is establishing sustainable scale barriers and ecological advantages within the industry [2][4] - The focus for capital markets is shifting from algorithm iteration speed to identifying which companies can support the long-term infrastructure of Physical AI [3]

Group 1 - The core product SimOne 4.0 has successfully completed systematic adaptation and deep optimization on the Moer Thread MTTS5000 GPU, supporting multiple intelligent driving technology routes for mass production [1][2] - 51Sim is a leading synthetic data and simulation platform in China, significantly reducing testing and validation costs for intelligent driving systems across various complex scenarios [1] - The Moer Thread MTTS5000 GPU is designed for large model training and high-performance computing, achieving a maximum AI dense computing power of 1000 TFLOPS [1] Group 2 - The successful adaptation of SimOne 4.0 and Moer Thread MTTS5000 GPU provides a complete domestic solution for the intelligent driving industry ecosystem, indicating that domestic GPUs have entered the stage of high precision and high load tasks in autonomous driving [2] - The 2026 revised requirements for vehicle production enterprise access review mandate that intelligent driving-related companies must possess simulation, closed-field, and actual road verification capabilities, making simulation testing a necessity before intelligent vehicles can be deployed on the road [2]