Beijing 51WORLD Digital Twin Technology Co., Ltd. Announces Major Business Update on SimOne4.0 Platform

Key Highlights and Potential Market Impact

Beijing 51WORLD Digital Twin Technology Co., Ltd. (Stock Code: 06651) has issued a significant business update that could have material implications for its future growth prospects and potentially its share price. The company announced the successful adaptation and deep optimization of its next-generation SimOne4.0 intelligent driving and robotics simulation platform for the Moore Threads MTT S5000 GPU, a high-performance domestic AI accelerator card.

Key Points of the Announcement

• SimOne4.0 Platform Advancement: The SimOne4.0 platform, a core product under the 51Sim business segment, has now completed systematic adaptation and deep optimization for the Moore Threads MTT S5000 GPU. This development marks a critical step as SimOne4.0 now fully supports large model-based perception mining, 4DGS (4D Generative Simulation) model training, simulation inference, and synthetic data generation. The platform enables large-scale production deployment across multiple intelligent driving technology pathways, including end-to-end, VLA, and world models. It also extends to robotics, supporting full-stack domestic substitution for high-confidence closed-loop simulation and synthetic data in the physical AI domain.
• Domestic GPU Integration: The Moore Threads MTT S5000 GPU is a state-of-the-art AI accelerator card, built on the fourth-generation MUSA architecture (“Pinghu”), delivering up to 1,000 TFLOPS of dense AI compute per card. It supports full-precision computing (FP8 to FP64), which is essential for cutting-edge AI workloads, especially in autonomous driving and robotics. The successful integration demonstrates that domestic (Chinese) GPUs have reached the capability to manage high-precision, high-load intelligent driving tasks, reducing the industry’s reliance on foreign hardware.
• Impact on Ecosystem & Regulation: With this advancement, SimOne4.0 provides a comprehensive domestic solution for the intelligent driving industry, including OEMs, tier-one suppliers, and testing institutions. The move is timely, given the anticipated implementation of the 2026 version of the “Access Review Requirements for Road Motor Vehicle Manufacturers,” which will elevate vehicle production access standards. Automakers developing intelligent driving vehicles must now demonstrate verification capabilities across simulation, closed-course, and real-world testing, as well as safety assessments. The regulatory shift is expected to drive increased demand for advanced simulation platforms like SimOne4.0.
• Strategic Importance of 51Sim: 51Sim is identified as one of the company’s three core business lines and is recognized as a leading synthetic data and simulation platform in China. Its core offerings—SimOne (intelligent driving simulation) and DataOne (data closed-loop platform)—are critical in reducing the cost and risk associated with intelligent driving system testing and verification, especially under complex and varied scenarios including different weather, environmental, and traffic conditions.

Potential Price Sensitive Information

• Full-Stack Domestic Substitution: The company’s ability to offer a complete, high-performance, homegrown solution for intelligent driving simulation and synthetic data generation could significantly enhance its competitive position, especially as China moves towards technological self-reliance in AI and automotive sectors.
• Regulatory Tailwinds: The upcoming regulatory changes requiring simulation and safety verification for intelligent vehicles are likely to accelerate adoption of platforms like SimOne4.0, potentially increasing future revenue streams.
• Industry Validation: The integration with a high-profile domestic GPU and the platform’s readiness for large-scale production could attract new business from OEMs, suppliers, and testing institutions, and may be viewed as a de-risking event for investors concerned about reliance on foreign technology.

Management Commentary

The announcement was made by Mr. Li Yi, Chairman of the Board, Executive Director, and Chief Executive Officer. The Board emphasizes that this update is part of its ongoing effort to inform shareholders and the investing public of the company’s latest business developments.

Investor Guidance

Shareholders and potential investors are advised to exercise caution when dealing in the shares of the company, as the successful commercialization and market adoption of these technological advancements remain subject to market and regulatory factors.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. Investors should conduct their own due diligence and consult professional advisers before making investment decisions. The company’s future performance may be impacted by a variety of risks and uncertainties.

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