近年来，顺应文化产业数字化发展趋势，深圳市宝安区以深化文化与科技融合为抓手，依托深厚的制造 业基础和数字创意产业集群优势，加快推动新质影像产业聚链成势，逐步构建起"硬件+软件+场景+内 容"的全链条产业生态，力争到2030年，数字创意产业集群营业收入超1000亿元。 布局新赛道 "宝安希望促进影像、硬件、软件和内容创作的互促共融，催生源源不断的新质文化生产力。"宝安区委 书记舒毓民表示，宝安将持续强化软硬件协同创新发展，通过内容创作的需求端来反哺硬件、软件的迭 代更新，推动新质影像产业实现更高质量发展。 目前，宝安已拥有影像产业相关企业262家，其中硬件生产企业超过95%。影石创新科技股份有限公 司、神牛摄影器材有限公司、洲明科技股份有限公司……一批高市场占比、具有全球影响力的影像企业 在宝安不断涌现，形成以影石创新为全球品牌标杆，腾讯系内容生态为链主牵引，洲明、神牛等多领域 企业协同支撑的发展格局。据初步统计，2025年前三季度，宝安区数字创意产业集群创造增加值约 65.06亿元，增速达30.76%。 在影石创新联合创始人、执行总裁陈金尧看来，新质影像正加速进入文旅、城市治理、工业巡检等真实 场景，成为可感 ...

Core Insights - ByteDance's AI video model Seedance 2.0 has gained global attention for its ability to generate "text-to-multicam movie-level videos," being referred to as "director-level AI" [1] - The launch of Seedance 2.0 has led to significant stock price increases for companies in the media sector, with Chinese Online's stock rising by 20% and other companies like Reading Group and iReader also seeing notable gains [1][6] Group 1: Seedance 2.0 Features - Seedance 2.0 supports multi-modal references and efficient creation capabilities, allowing users to upload up to 12 reference files (images, videos, audio) for AI to learn and replicate [3] - The model excels in complex narratives, fight scenes, and short drama generation, automatically generating suitable background music and sound effects [3][4] - It offers impressive transition and character consistency, addressing previous issues in video generation models [4] Group 2: Market Impact - The media sector saw a significant rise, with the cultural media sector increasing by 4.79% on February 9, driven by the excitement around Seedance 2.0 [6] - Individual creators are rapidly adopting Seedance 2.0 for film production, indicating a shift in the creative landscape [6][7] - The competitive landscape includes other models like OpenAI's Sora and xAI's Grok, with various companies vying for dominance in the AI video generation space [7][8] Group 3: Industry Concerns - The ability of Seedance 2.0 to generate realistic voices and scenes from a single photo raises concerns about data compliance and copyright issues [7] - ByteDance is responding to user feedback by temporarily restricting the input of real human images or videos as reference material [7] - The ongoing competition in the AI video generation sector is characterized by rapid advancements and varying capabilities among domestic and international models [8][9]

Investment Rating - The report maintains a "Buy" rating for the media sector, indicating a positive outlook for the industry [10]. Core Insights - The launch of Seedance 2.0 by ByteDance represents a significant upgrade from Seedance 1.0, enhancing capabilities in audio-video synchronization, multi-modal control, and professional consistency, making it suitable for various content types including long-form videos, digital marketing, and gaming [4][5]. - Seedance 2.0 is expected to revolutionize content production, lowering barriers while raising aesthetic standards, and is seen as a catalyst for advancing AI-generated content (AIGC) to a new level of technological sophistication, akin to moving from Type I to Type II civilization on the Kardashev scale [6][7]. - The media sector is anticipated to benefit from the open-sourcing of AI models and the iterative development of new AI products, with notable developments from both domestic and international players in the film and gaming industries [8]. Summary by Sections Industry Performance - The media sector has shown strong relative performance with a 1-month increase of 8.9%, a 3-month increase of 22.7%, and a 12-month increase of 41.3%, outperforming the CSI 300 index [1]. Investment Highlights - The Seed Edge strategy by ByteDance supports long-term research in AGI, contributing to the rapid development of AI products, as evidenced by the six-month gap between the launches of Seedance 1.0 and 2.0 [5]. - The report highlights various companies to watch in the media sector, including Wanda Film, Bona Film, and Perfect World, across different segments such as film, series, and gaming, indicating a broad spectrum of investment opportunities [8]. Company Focus and Earnings Forecast - The report provides earnings per share (EPS) forecasts for several companies, with all listed companies receiving a "Buy" rating, indicating strong expected performance in the coming years [10].

Core Insights - The emergence of Seedance 2.0 marks a significant transformation in AI video generation, enabling creators to produce high-quality content with minimal technical expertise [3][10][12] - The technology has sparked a surge in the stock market for media and film companies, with notable stocks like Jiecheng Co. and Light Media hitting their daily limits [3][10] - Concerns regarding the implications of realistic AI-generated videos on intellectual property and trust in media have been raised by industry experts [3][13] Group 1: Technology and Performance - Seedance 2.0 and Kuaishou Keling 3.0 have evolved into advanced video generation models capable of understanding cinematic techniques, such as camera movement and editing [4][9] - In practical tests, Seedance 2.0 demonstrated superior performance in generating videos with a cinematic feel, outperforming Kuaishou Keling 3.0 in aspects like fluidity and detail [5][6] - Both models have shown improvements in stability and visual quality compared to their previous versions, but differences remain in semantic understanding and creative imagination [4][5] Group 2: Market Impact and Industry Response - The release of Seedance 2.0 has led to a notable increase in stock prices within the media sector, indicating strong market confidence in AI-generated content [10][12] - Industry professionals have begun to recognize the potential of Seedance 2.0 for commercial applications, particularly in short content and advertising, although concerns about its impact on traditional filmmaking persist [10][12][14] - The technology is seen as a means to lower the barriers to entry for video creation, potentially reshaping the creative landscape by diminishing the reliance on individual expertise [12][14] Group 3: Ethical and Regulatory Concerns - The rapid adoption of AI video generation technology has raised alarms about the proliferation of deepfakes and the associated trust crisis in media [13][18] - Industry insiders emphasize the need for clear regulations and standards to address issues related to content authenticity and intellectual property rights [13][18] - The potential for misuse of AI-generated content has prompted companies to implement safety measures, such as requiring user consent for using personal images in video generation [13][18]

Core Insights - Xiaohongshu is developing an AI video editing product named OpenStoryline, currently in testing and may be open-sourced in the future [1][2] - This marks Xiaohongshu's first public venture into AI video editing, focusing on lightweight and tool-oriented innovations rather than large-scale AI investments like competitors [2][4] - The product aims to lower the creative barrier for users and enhance content supply on the platform, particularly in fashion and beauty [3][6] AI Strategy and Competition - Xiaohongshu's entry into the AI video editing space is seen as a strategic move to broaden its AI capabilities, with previous developments including an AI search product and plans for a large model team [6][8] - Competitors like ByteDance's Seedance 2.0 are rapidly evolving, posing significant challenges to Xiaohongshu's market position [5][11] - The company is also restructuring to focus on short video and interactive live streaming, indicating a shift in strategic priorities [10][11] User Engagement and Market Position - Xiaohongshu's monthly active users surpassed 350 million, highlighting its substantial user base despite competition from AI assistants [11] - Analysts suggest that while AI tools can enhance user experience, Xiaohongshu's unique community-driven content remains a competitive advantage [12][13] - The platform's ability to integrate AI with its community ecosystem could strengthen its market position and user engagement [12][13]

中新社北京2月10日电 (李百加)由民革中央、中央广播电视总台共同指导的中国首部AIGC动画电影《团 圆令》将于2月28日上映。 《团圆令》以大陆赠台大熊猫"团团""圆圆"为原型打造的动漫IP"团仔"和"圆妞"为主角，讲述熊猫兄妹 团圆的故事。影片定档发布会2月10日在北京举行。 民革中央主席郑建邦表示，《团圆令》运用前沿科技传播中华文化，表达血浓于水的同胞亲情，淬炼关 于中华民族大团圆的寓言，是促进两岸心灵契合的创新探索。 中央广播电视总台副台长邢博表示，《团圆令》以人工智能技术创新表达，传递团圆理念、弘扬家国文 化，增进了两岸同根同源、同文同种的情感共鸣。 海峡两岸关系协会副会长马晓光指出，影片以"离散寻亲、终得团圆"为情感主线，传递两岸民众"要和 平、要发展、要交流、要合作"的深切民意。 《团圆令》定档海报。(片方供图) 2月10日， 中国首部AIGC动画电影《团圆令》定档发布会在北京举行。李百加 摄 民革十四届中央祖国和平统一促进委员会副主任李霭君接受记者采访时介绍，"团仔""圆妞"IP自2014年 启动，推出儿童舞台音乐剧、图书及有声读物等作品。其中，儿童舞台音乐剧《团仔圆妞》曾邀请台湾 少数民族艺 ...

当一项技术让见惯大场面的创作者连呼"恐怖"，当"人人可做AI导演"从畅想照进现实，视频生成的变革浪潮已呼啸而至。 字节跳动旗下视频生成模型Seedance 2.0自2月7日低调亮相，旋即在海内外创作圈与资本市场掀起双重海啸。2月10日，A股影视板块应声沸腾：其中，捷成 股份20CM涨停，光线传媒（核心股）20CM涨停，文投控股、欢瑞世纪、上海电影、横店影视、博纳影业10CM涨停。 行业顶端的创作者们感受最为直接与震撼。游戏科学创始人、《黑神话：悟空》制作人冯骥深度体验Seedance 2.0后，在微博上毫不吝啬地给出"地表最强， 没有之一"的评价，并断言"AIGC的童年时代，结束了"。 然而，在这场技术狂欢中，冯骥也发出了冷静的预警："逼真的假视频将变得毫无门槛，而现有的知识产权与审查体系会面临空前冲击。"这种担忧并非孤 例，知名科技博主"影视飓风"创始人Tim（潘天鸿）在测评视频中，先后六次用"恐怖"来形容Seedance 2.0的能力与影响。 为亲身验证这股技术浪潮的边界与冲击，2月10日，《每日经济新闻》记者分别拿到了Seedance 2.0和同样于近期（2月4日）上线的快手可灵AI 3.0内测名 额， ...

2月10日开盘，中文在线42.32元的股价较前一日收盘时上涨20%，阅文40.08港元的开盘价较前一日的收盘价上涨6%，掌阅科技股价再度出现10%涨幅。这波 从2月9日开始的资本热度，或许与一款AI视频模型有关。 2026年开年，字节跳动内测的AI视频模型Seedance2.0意外引爆全球关注，其"文本生成多镜头电影级视频"的能力被业界称为"导演级AI"。 这股热潮并非孤例。海外，OpenAI的Sora、Runway的Gen-3持续迭代；国内，快手"可灵"、生数科技"Vidu"、MiniMax"Hailuo"等竞品亦在长视频、主体一致 性等赛道激烈角逐。然而，当AI仅凭一张照片就能"复刻"声音与未见场景时，数据合规与版权边界问题也随之浮出水面。 "对物理规则的遵循" "当前地表最强的视频生成模型"试用Seedance2.0模型后，游戏科学CEO、《黑神话：悟空》制作人冯骥发布数百字评论，并称其标志着"AIGC（人工智能生 成内容）的童年时代结束"。 在海外社交媒体上，AI影视创意内容领域最为活跃的创作者之一"el.cine"坦言，Seedance 2.0是目前唯一让他产生强烈危机感的AI模型。 "一款全新的人 ...

2月10日，AI产业链方向延续涨势，Kimi、AIGC、WEB3.0等概念涨幅居前。截至收盘，上证科创板人工智能指数上涨2.0%，中证科创创业 人工智能指数上涨1.6%，中证人工智能主题指数上涨0.9%。 华泰证券认为，人工智能行业正处于快速发展阶段，技术创新和应用场景不断拓展。随着政策支持力度的加大以及市场需求的增长，人工 智能产业链将迎来新的发展机遇。特别是中上游的基础技术领域如芯片、算法框架等，将成为未来投资的重点方向，人工智能的长期投资 价值显著。 每日经济新闻 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容的准确性、可靠性或 完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱：news_center@staff.hexun.com ...

2月7日，字节跳动即梦AI重磅发布Seedance2.0，以"导演级叙事能力"与"极致降本增效"的双重突破刷屏全网，其革命性的自分镜、自运镜技术，不仅开启 了AI视频生成的"一人一剧组"时代，更与阅文集团等巨头全力推进的AI漫剧赛道形成强烈共振。 两日之后，2月9日，阅文集团CEO侯晓楠发布春节内部信，系统提出"长青内容、IP+AI、全球化"三大核心战略方向。内部信显示，2025年阅文集团在短 剧、漫剧、衍生品等新兴业务实现规模化增长，共同构建IP生态的"第二增长曲线"。其中，AI漫剧成为重点布局领域：自2025年10月全面投入以来，已有 十部作品播放量破亿、超百部破千万，为中腰部IP开辟高效视觉化通道。 这股"AI漫剧"浪潮正迅速席卷资本市场，成为炙手可热的新兴赛道。目前，A股已有16家上市公司布局AI漫剧赛道，2026年初相关企业股价平均涨幅超 16%。例如，欢瑞世纪联合AI实验室推进"AI+内容创作"，万兴科技斥资数千万元投资多模态大模型企业生数科技。 赛道的火爆并非偶然。全球新经济产业第三方数据挖掘和分析机构iiMedia Research（艾媒咨询）发布的《2025-2026年中国AI漫剧行业趋势白 ...