Mei Ri Jing Ji Xin Wen·2026-02-11 23:55Core Viewpoint - ByteDance's Seedance 2.0 achieves "controllable creation," indicating a potential turning point for AI video industrial production [1] Group 1: Industry Impact - The maturation of AI video industrial capabilities is expected to drive changes in the value distribution structure of the content industry [1] - Upstream IP holders' digital assets are likely to be revalued as AI significantly lowers the barriers for converting text IP into video content [1] - Companies with a vast reserve of high-quality IP are expected to benefit directly from this trend [1] Group 2: Midstream Production Companies - Among midstream production companies, those that can efficiently integrate AI tools into content creation are favored [1] - Companies possessing scarce director and screenwriter resources are particularly well-positioned to leverage these advancements [1] Group 3: Leading Video Model Providers - There is optimism regarding leading video model providers in the AI space, as they are expected to play a crucial role in the evolving landscape [1]