51WORLD (06651) launches the "World Model", igniting explosive growth in the intelligent driving business!

On March 26th, "the first stock of physical AI" 51WORLD (06651) held its 2025 performance release and physical AI new product launch event in Shanghai. During the event, Founder, Chairman, and CEO Li Yi comprehensively interpreted the company's vision, industry potential, business performance, and billion-dollar ESOP plan, and released the heavyweight physical AI new product "Physical Intuition" world model. The company achieved a revenue of 348 million yuan in 2025, an increase of 21% year-on-year. Based on the comprehensive leading position in industry access, product system, and customer ecology in 2025, its 51Sim intelligent driving business is expected to enter a period of rapid performance growth, and the company is expected to gain a major market share in the "physical AI" simulation and data platform. According to a previous report by Sullivan, the market demand for intelligent driving and embodied intelligence in simulation and data is expected to reach 180 billion in 2030. On the same day, the company released its first "Physical Intuition" world model (51World Model), further strengthening the company's product portfolio and leading position in "physical AI", with key confidence indicators such as scenarios, sensors, dynamics, and synthetic data reaching a globally leading level. By opening up core capabilities such as rebuilding generation, training deployment, and predictive planning through the 51World model, it provides a new solution to the industry's last-mile challenge of landing embodied intelligence. The meeting also announced a billion-dollar ESOP incentive plan that took effect as early as August 24th. If the company's market value reaches 100 billion before 2030, the CEO will receive a 10% equity incentive, and during this period, their annual compensation cannot exceed 510,000 Hong Kong dollars. This ultimate number one position deeply tied to the company's interests is also extremely rare in the entire Hong Kong stock market.