On August 18, 51WORLD rose 5.73% in regular trading, trading at 76.85 HKD/share, with turnover of HKD 184 million.

The rally is driven by a dual catalyst of robust interim results and favorable policy developments. The company reported H1 revenue of RMB 124 million, up 129.8% year-over-year, with gross margin improving from 41.1% to 44.8%. Net losses narrowed 25.5% to RMB 70.1 million. The core physical AI business 51Sim posted revenue growth of 545.2% to RMB 51.2 million, with its revenue share surging from 14.8% to 41.4%, establishing itself as the primary growth engine.

On the policy front, the MIIT-issued mandatory national standard for intelligent connected vehicle autonomous driving system safety requirements has been officially approved, effective next July. The standard designates simulation testing as a hard prerequisite for L3 market access. 51WORLD, holding a 53.5% market share in the simulation sector with industry-leading technology, is positioned as a key beneficiary of this regulatory tailwind.

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