51WORLD (06651) saw its shares rise more than 16% during intraday trading. At the time of writing, the stock was up 13.24%, trading at HK$54.9 with a turnover of HK$388 million. The surge follows the recent joint announcement by the Ministry of Industry and Information Technology and the National Data Administration to launch the "Model-Data Resonance" action plan targeting 2026. The initiative explicitly emphasizes the development of intelligent low-altitude equipment such as drones and the advancement of intelligent connected vehicle testing and pilot programs, injecting strong momentum into the AI-physical world sector.

Notably, 51WORLD's subsidiary, 51Sim, holds a dominant 53.5% market share in China's autonomous driving simulation market, firmly ranking first in the industry. Its client base includes over 100 major automakers and Tier 1 suppliers. Shenwan Hongyuan Group released a research report stating that 51WORLD has already laid out plans for a spatial intelligence platform and an embodied intelligence data platform. This indicates the company's efforts to extend its capabilities in digital twins, scenario modeling, synthetic data, simulation verification, and data management from the automotive industry to robotics and other smart equipment sectors.

If this capability transition proceeds smoothly, 51WORLD is expected to evolve from an "autonomous driving simulation platform" into a broader "physical AI data and verification platform," which would correspondingly expand its market potential and platform value.