Impact "First Stock of Physical AI"! Wuyi Vision (06651) and More Thread (688795.SH) Deeply Cooperate to Build the Next Generation of Physical AI Simulation System.

On December 20th, at the keynote speech of the MUSA Developer Conference of Moore Thread, Zhang Jianzhong, the founder, chairman, and CEO of Moore Thread-U (688795.SH), focused on introducing the deep cooperation between Moore Thread and 51Sim, a simulation platform under 51World, in building the next generation physical AI simulation system around the KUAE intelligent computing cluster. For a long time, simulation has mainly relied on manual modeling and rule-driven processes, with long construction cycles, high costs, and limited generalization ability, leading to a "confidence gap" between the simulation and the real world. To address these pain points, 51Sim has adopted the "4DGS reconstruction + generative world model" as its foundation, building a next-generation simulation technology base of "reconstruction + generation" to push the simulation system from "manual construction" towards "AI generation". Furthermore, the "reconstruction + generation" physical AI simulation system places unprecedented demands on computing power. Tasks such as neural scene reconstruction, world model training, large-scale synthetic data generation, closed-loop simulation, and reinforcement learning all require high concurrency, long duration, and stable GPU computing resources. Through collaboration with Moore Thread, 51Sim has built a comprehensive physical AI simulation system covering training and inference based on massive, unified, scalable computing power. This advancement has propelled the "reconstruction + generation" capability into an engineering stage, allowing the training and inference scenarios of physical AI to move from the laboratory to large-scale real-world applications. Currently, the physical AI simulation system co-developed by 51Sim and Moore Thread has already achieved large-scale applications in the field of intelligent driving, supporting closed-loop verification of end-to-end intelligent driving algorithms. In the future, the two parties will extend the experience of landing in the field of intelligent driving to more diverse physical AI applications such as embodied intelligence, exploring a replicable and scalable development path for physical AI to unleash its unlimited evolutionary potential. In addition to building a deep collaborative ecosystem at the business level, Moore Thread, as a strategic shareholder of 51World, is firmly supporting its journey. Currently, 51World is sprinting towards becoming the "first stock of physical AI" according to the 18C plan, with plans to officially list on the Hong Kong Stock Exchange on December 30, 2025. Both 51World and Moore Thread have embarked on the capitalization path and are expected to receive sufficient funding to accelerate technological research and development and market expansion, forming a stronger synergistic effect to drive the development of the domestic GPU and Physical AI industry chain.