Shares of 五一视界 (06651) opened more than 5% higher in morning trading. At the time of writing, the stock is up 3.90%, trading at HK$67.95 with a turnover of HK$106 million.

五一视界 has announced that the company has formally entered into a strategic cooperation agreement in the aerospace domain with Huantian Smart Technology Co., Ltd. (Huantian Smart). The two companies will collaborate on the collection of high-precision satellite remote sensing data and the reconstruction of "physics-level usable" data assets. They will jointly develop the world's first commercial remote sensing satellite specifically designed for physical AI training and simulation applications—the Earth Clone Star "ECS-1". This partnership signifies the first deep integration at the satellite payload level between China's physical AI industry and the commercial space sector.

As a leading enterprise in China's physical AI simulation field, 五一视界 possesses the full-stack capability to rapidly convert raw geographic remote sensing data into "physics-level usable" simulation scenes. In this collaboration, the data acquisition from the satellite end and the physical AI scene reconstruction will form a direct pipeline, evolving from "perceiving Earth" to "understanding Earth". Leveraging its self-developed physical AI engine and the 51WORLD MODEL world model, the company will undertake the core functions of "understanding" and "generating". Through multimodal perception and large-scale spatial semantic learning, the model can perform unified encoding on multi-source heterogeneous data from ECS-1 and existing satellites, aviation, and ground sources, achieving cross-scale reconstruction from pixel-level imagery to a semantic digital world.