Dongwu Securities released a research report saying that the current main investment line of the world model focuses on companies that have mastered physical world data, mechanism models, and control interfaces. The bank anticipates that the first round of commercialization of physical AI will occur in high-value, semi-structured scenarios such as process industry, engineering simulation, automobiles, warehousing and logistics, and construction. Focus on three main lines: the first is the autonomous operation of the process industry; the second is physical simulation and engineering world models; and the third is the industrial intelligence and digital main line.

Dongwu Securities released a research report saying that the current main investment line of the world model focuses on companies that have mastered physical world data, mechanism models, and control interfaces. The bank anticipates that the first round of commercialization of physical AI will occur in high-value, semi-structured scenarios such as process industry, engineering simulation, automobiles, warehousing and logistics, and construction. Focus on three main lines: the first is the autonomous operation of the process industry; the second is physical simulation and engineering world models; and the third is the industrial intelligence and digital main line.