HK Stock Market Move | 51WORLD (06651) increases by nearly 19%, Smart Driving Physical AI catalyzes, the company's 51World Model has already covered multiple AI application scenarios.

51WORLD (06651) rose by nearly 19%, as of the time of writing, it increased by 15.33%, closing at HK$88.4, with a turnover of HK$1.114 billion. On the news front, on May 21, Tesla officially announced that its beta version of the FSD intelligent driving assistance system has been opened to the Chinese market. This marks a crucial step in Tesla's high-end intelligent driving layout in China. BOCOM INTL pointed out that Tesla's FSD access is a joint catalyst for the value of intelligent driving software and the incremental value of L3 hardware. For whole vehicle manufacturers, the market will focus on whether FSD or local high-end intelligent driving can bring software payments, brand premiums, sales conversions, and user retention; for component companies, valuation elasticity will come more from the increase in hardware value corresponding to L3 mass production, including sensors, domain control, chips, wire control steering/turning, thermal management, and whole vehicle electronic electrical architecture upgrades. Recently, 51WORLD released the world's first "physical intuition" world model 51World Model, and also launched the Agent base system 51Claw, specially designed for embodied intelligence, integrating 51World Model with OpenClaw to help AI enter the physical world. Currently, 51World Model covers six major physical AI application scenarios including intelligent driving, embodied Siasun Robot & Automation, low-altitude economy, digital factory, smart infrastructure, and emergency disaster prevention, providing API interfaces and SDK access services. Guotai Haitong believes that opening up growth space driven by AI training and intelligent driving demand, the company is expected to benefit in the long term from the accelerated penetration and application expansion of the digital twin industry.