On March 26, 51WORLD (06651), known as the first listed company in Physical AI, held its 2025 Annual Results Announcement and a new product launch event for Physical AI in Shanghai. Founder, Chairman, and CEO Li Yi provided a comprehensive overview of the company's vision, industry potential, operational performance, and a ten-billion-yuan ESOP plan. The company also launched its significant new Physical AI product, the "Physical Intuition" World Model.
For 2025, the company achieved revenue of RMB 348 million, representing a year-on-year increase of 21%. The gross profit margin decreased from 51.1% to 30%. This reduction was attributed to increased R&D expenditures and a strategic decision to lower margins. The move is aimed at winning the market access competition and securing greater space for high-speed growth in 2026.
Building on its comprehensive leadership in industry access, product systems, and customer ecosystem established in 2025, the company's 51Sim autonomous driving business is poised to enter a period of rapid performance growth. 51WORLD is expected to capture a major market share in the "Physical AI" simulation and data platform sector. According to a previous report by Frost & Sullivan, the market demand for simulation and data in autonomous driving and embodied AI is projected to reach RMB 180 billion by 2030.
During the event, the company unveiled its first "Physical Intuition" World Model (51World Model), further strengthening its product portfolio and leading position in Physical AI. Key confidence metrics for the model, including scene generation, sensor simulation, dynamics, and synthetic data, have reached globally leading levels. By opening up the core capabilities of the 51World Model—such as reconstruction and generation, training and deployment, and prediction and planning—it provides a novel solution to the industry's "last mile" challenge in implementing embodied intelligence.
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