提到最近AI圈最火爆的热词，莫过于字节跳动旗下最新视频大模型Seedance. 2月12日，字节跳动正式上线新一代AI视频生成模型Seedance 2.0，并接入旗下生成式AI创作平台"即梦"以及豆包App。通过几句简短的提示词就能 生成电影级的视频，一经上线就引发全球热议，甚至有一些美国导演在使用Seedance 2.0后感叹：好莱坞可能要完了。 凭借多模态输入、文本/图片生成的出色能力，Seedance瞬间成为全球范围内的AI顶流，2月14日，对于Seedance走红全球这一现象，360创始人周 鸿祎在接受智通财经记者独家采访时表示，DeepSeek和Seedance的爆火，都意味着中国AI正从过去的"像素级模仿"变成"降维打击"。 智通财经：Seedance的爆火，是否意味着中国AI大模型和海外的差距正在显著缩小，乃至逐渐赶超？ 周鸿祎向记者表示，当硅谷还在实验室里争论AGI的哲学问题时，中国的Seedance、Vidu（生数科技旗下视频大模型）已经杀进短剧、游戏、广告 这些上万亿的市场里搞基建，中国AI正在定义"应用即标准"，直接跳过实验室，在实际战场上把技术磨砺成"核武器"。 周鸿祎：Seedanc ...

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]

生数科技已构建起Vidu MaaS、Vidu SaaS、Vidu Agent的应用矩阵，赋能全球范围的内容创作者以及广 告、动画、影视、教育、游戏、硬件、文旅、广电等行业企业。目前，Vidu已成为全球创作者、内容机 构和企业首选用于商业内容创作的模型之一，2025年实现用户和收入超过10倍增长。 编辑：罗浩 转自：新华财经 新华财经北京2月5日电（记者丁雅雯） 5日，视频大模型企业生数科技宣布完成超6亿元A+轮融资。本 轮融资由中关村科学城公司和星连资本领投，上市公司万兴科技、视觉中国、拓尔思进行战略投资，原 有股东启明创投、北京市人工智能产业投资基金、卓源亚洲、建发新兴投资、淮海投资等投资人加码跟 投。 据悉，生数科技旗下多模态大模型Vidu于2024年7月全球上线，首创"参考生视频"，解决了商业视频需 求中的多主体连续一致性难题。Artificial Analysis榜单显示，Vidu生成速度较OpenAI Sora2快10倍，比 Google Veo 3 Fast和Grok-imagine-video快2倍。此外，生数科技还于2025年12月开源TurboDiffusion框 架，在单张RTX 5090 ...

Core Insights - The article highlights that Shengshu Technology has completed over 600 million RMB in A+ round financing, setting a record for the largest single financing in China's video generation sector [1] - The company aims to achieve over tenfold growth in users and revenue by 2025, with a global reach across more than 200 countries and regions [1] Financing Details - The financing round was led by Zhongguancun Science City and Xinglian Capital, with strategic investments from companies like Wanxing Technology, Visual China, and Tuolisi [1] - Shengshu Technology has completed a total of six financing rounds and one equity transfer, with notable investors including Huawei, Ant Group, and Baidu [7][9] Product Development - Shengshu Technology focuses on developing multimodal general large models and applications, providing video generation and multimodal generation products through various platforms [2] - The company is recognized as one of the earliest teams to research multimodal generation algorithms, having introduced the U-ViT architecture ahead of OpenAI's DiT [2] Model Performance - The Vidu Q3 model, aimed at professional film production, ranked first in China and second globally in a recent AI benchmark test, surpassing competitors like Runway Gen-4.5 and Google Veo3.1 [3] - Vidu Q3 supports features such as 16-second audio-visual synchronization, 1080P quality, and multilingual output [4] Market Presence - Vidu has established a strong presence in the film industry, covering over 90% of content providers and production institutions, with clients including Sony Pictures and Tencent Animation [7] - The company also serves clients in the internet and smart hardware sectors, including ByteDance and Samsung, focusing on content production and product interaction innovation [7] Competitive Landscape - The video generation sector remains highly competitive, with significant investments flowing into startups, while major companies like Kuaishou and Google are also expanding their influence [10] - The article emphasizes the need for startups to differentiate themselves in technology, application scenarios, or ecosystems to succeed in this competitive environment [10]

已构建起Vidu MaaS、Vidu SaaS、Vidu Agent的应用矩阵。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao @C叔 扫码添加C叔微信 加入【IPO早知道用户交流群】 参与资本市场讨论,获取第一 手价值讯息 推荐阅读 据IPO早知道消息，生数科技日前完成超6亿元人民币A+轮融资。本轮融资由中关村科学城公司和星 连资本领投，上市公司万兴科技、视觉中国、拓尔思进行战略投资，原有股东启明创投、北京市人工 智能产业投资基金、卓源亚洲、建发新兴投资、淮海投资等投资人加码跟投。 旗下多模态大模型 Vidu ，在国际权威AI基准测试机构Artificial Analysis 最新公布的榜单中， Vidu Q3 排名中国第一，全球第二，比肩马斯克xAI Grok，超越 Runway Gen-4.5 ，Google Veo3.1和 OpenAI Sora 2。 | Artificial A Analysis | | Models ~ Speech, Image, Video ~ Hardware Leaderboards ~ Al Trends | Arenas v ...

据生数科技介绍，目前Vidu的使用者和客户主要为全球创作者、内容机构和企业，用户和业务覆盖全球 200多个国家和地区，行业客户包括索尼电影、腾讯动漫、字节跳动等，2025年整体实现用户和收入超 10倍增长。 编辑 杨娟娟 校对 杨利 新京报贝壳财经讯（记者张晓慧）2月5日，生数科技宣布完成超过6亿元人民币A+轮融资。 本轮融资由中关村科学城公司和星连资本领投，上市公司万兴科技、视觉中国、拓尔思进行战略投资， 原有股东启明创投、北京市人工智能产业投资基金、卓源亚洲、建发新兴投资、淮海投资等投资人加码 跟投。 生数科技成立于2023年3月，核心成员来自清华大学人工智能研究院。2024年4月，生数科技在中关村论 坛上发布中国首个全面对标Sora的文生视频大模型Vidu，随后于2024年7月全球上线Vidu，此后连续发 布Vidu Q1、Vidu Q2和Vidu Q3版本。 ...

Core Insights - Jinqiu Fund's portfolio company, Shengshu Technology, has completed over 600 million RMB in A+ round financing, indicating strong investor confidence and growth potential in the AI content generation sector [2][6] - Shengshu Technology, an early-stage investment by Jinqiu Fund, is recognized for its innovative approach to multi-modal AI, particularly with its "Reference to Video" concept, which aims to redefine content creation paradigms [3][4] Financing and Investment - The A+ round financing was led by Zhongguancun Science City and Xinglian Capital, with strategic investments from listed companies such as Wanxing Technology and Vision China, alongside existing investors increasing their stakes [6] - Shengshu Technology's early investment by Jinqiu Fund positions it favorably for future growth and market leadership in AI-driven content solutions [3] Technological Advancements - Shengshu Technology is a pioneer in multi-modal generation algorithms, having introduced the U-ViT architecture ahead of competitors like OpenAI [7] - The Vidu model, launched in 2024, has achieved significant milestones, including being the first to address multi-subject consistency in commercial video needs and maintaining global leadership in key performance metrics [7][9] - The latest Vidu Q3 model is recognized for its rapid generation speed, outperforming competitors like OpenAI's Sora 2 by ten times, and is now a preferred choice for content creators globally [8][9] Market Position and Applications - Vidu has seen over tenfold growth in users and revenue in 2025, establishing a comprehensive application matrix that empowers content creators and enterprises across more than 200 countries [9] - The model is widely adopted in various industries, including film, internet, advertising, and gaming, with partnerships involving major companies like Sony Pictures, Tencent Animation, and Alibaba [10] - Shengshu Technology's commitment to innovation positions it to redefine content production processes and enhance user experiences in the global content industry [10]

Core Viewpoint - Beijing is positioning itself as the "Artificial Intelligence Capital" by leveraging its unique advantages in talent density, full-stack ecosystem, and industrial clusters, aiming for a core AI industry scale exceeding 1 trillion yuan within two years [2][11]. Group 1: AI Industry Development - The AI core industry in Beijing is projected to grow from approximately 450 billion yuan in 2025 to over 1 trillion yuan by 2027, indicating a doubling of the industry size [12]. - The city has established itself as a global AI innovation hub, with 1.5 million AI scholars, accounting for 30% of the national total, and 148 individuals listed among the world's most influential AI scholars [4][10]. - Beijing's AI ecosystem includes 209 registered large models, representing nearly 30% of the national total, with significant contributions from various local companies and institutions [10]. Group 2: Technological Innovations - The launch of the AI video generation model Vidu by Shengshu Technology marks a significant advancement, enabling the generation of high-quality videos in just 8 seconds, a drastic reduction from the previous 900 seconds [6][7]. - The collaboration between domestic GPU companies and research institutions has led to the successful training of advanced AI models, showcasing the capabilities of local technology [8][10]. - The FlagOS system software stack developed by Zhiyuan Research Institute serves as a universal language connecting domestic AI chips and large models, enhancing efficiency and reducing costs in the AI industry [5][10]. Group 3: Market Opportunities - The consumer market for AI applications is expanding, with companies like Kuaishou's Keling AI achieving significant revenue growth, indicating a robust demand for AI-driven solutions [13]. - The integration of AI in sectors such as automotive design is streamlining processes, reducing time for tasks like wind resistance validation from 10 hours to just 1 minute [12]. - The development of innovative AI models and applications is creating new market opportunities, positioning Beijing as a leader in AI technology and application [13].

Group 1 - Beijing is witnessing high-quality development with a regional GDP exceeding 5.2 trillion, marking the beginning of the "15th Five-Year Plan" [1] - The city aims to establish itself as the "Artificial Intelligence Capital" by leveraging its talent density, full-stack ecosystem, and industrial clusters [3][4] - The goal is to achieve a core AI industry scale exceeding 1 trillion within two years, with a focus on source innovation and full-chain implementation [3][12] Group 2 - The "AI Origin Community" in Haidian is one of the first four AI innovation districts, highlighting the concentration of educational and research resources [4][5] - Beijing has 15,000 AI scholars, accounting for 30% of the national total, with 148 recognized as the most influential globally [5] - The city ranks second globally in AI innovation, supported by two national AI laboratories and numerous AI-focused educational institutions [7] Group 3 - The FlagOS system software stack connects domestic AI chips with large models, facilitating collaboration among various AI enterprises [6][9] - The RoboBrain 2.5 project demonstrated the capabilities of domestic GPUs in training advanced AI models, marking a significant milestone for local technology [9][11] - High-quality data is essential for AI development, with companies like Guanglun Intelligent utilizing simulated data for extensive training [10] Group 4 - The Beijing AI industry is projected to double from approximately 450 billion in 2025 to over 1 trillion by 2027, driven by efficiency improvements and market demand [13][14] - The consumer sector is emerging as a new growth driver, with companies like Kuaishou's Keling AI achieving significant revenue growth and user engagement [14] - The focus on practical applications and technological refinement is shaping a systematic innovation landscape in Beijing's AI sector [14]

Group 1 - On January 19, China Ruyi Holdings invested $14.2 million in AI video company Beijing Aishi Technology, focusing on AI technology applications in film and television visual design, visual effects production, and user experience enhancement [1] - The collaboration aims to explore cost reduction and efficiency improvement in the gaming sector, which is already a common practice in the industry [1] - The next phase of "AI + gaming" is expected to integrate AI as a core driver of gaming experiences, potentially opening new commercial avenues [1] Group 2 - In the film industry, AI applications are increasingly concentrated in the micro-short animation segment, with the market expected to reach 18.98 billion yuan by 2025, a year-on-year increase of 276.3% [2] - The emergence of micro-short animations and clearer monetization models provide rich application prospects for AI video tools, with various content companies joining the competition [2] - China Ruyi's entry into this space is not surprising, as the company aims to leverage Aishi Technology's innovative multimodal AI model to transform film creation methods [2] Group 3 - Despite having numerous film and long-form drama resources, China Ruyi is not the only player in this competitive AI video tool market, which is becoming increasingly intense [3] - The rise of AI live-action dramas may provide a breakthrough direction for content providers like China Ruyi, with expectations of significant growth in the micro-short drama segment over the next 1 to 2 years [3] - Long-term projections suggest that AI live-action dramas could reshape the film industry ecosystem, creating a diverse market landscape as technology and regulations evolve [3]