港股异动 | 五一视界(06651)盘中涨超9% 自动驾驶首部强标将打开仿真赛道 公司独特卡位有望充分受益

智通财经
Aug 05

智通财经APP获悉,五一视界(06651)盘中涨超9%,截至发稿,涨7.53%,报70.7港元,成交额2.61亿港元。

消息面上,工信部组织制定的《智能网联汽车 自动驾驶系统安全要求》强制性国家标准正式获批,将于明年7月1日起全面实施。这标志着我国L3级、L4级自动驾驶终于有了统一的“准入门槛”。值得一提的是,强制国标将仿真测试确立为L3准入的硬性前置条件,有望打开仿真赛道长期增长空间,五一视界凭借行业领先的仿真技术与全产业链独特卡位将充分受益。

据悉,公司核心51Sim平台整合SimOne仿真系统、DataOne 数据闭环等全套产品,在国内端到端高阶智驾仿真及数据平台领域占据 53.5% 的市场份额,稳居行业首位。旗下51Sim仿真平台SimOne 4.0已完成与NVIDIA Cosmos 3及 Alpamayo的深度技术适配, 自研51WORLD MODEL世界模型与Cosmos 3底层架构互通,是英伟达Cosmos车载仿真生态领域的中国合作伙伴。

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