Guotai Haitong: AI video welcomes equal creation rights and industry inflection points, optimistic about the application of accelerating the long-term development space.

Guotai Haitong released a research report stating that recently, ByteDance's Dream team released Seedance 2.0, a new large-scale video generation model, which truly achieved a breakthrough from "able to generate" to "able to be commercialized." This model for the first time achieved text understanding and subtitle animation generation, automatically analyzing the text in reference images and adding appropriate dynamic effects. This development marks AI's transition from "single-modal understanding" to "full-duplex continuous perception" and "cross-modal deep creation." Seedance 2.0's autonomous creative ability not only reshapes content production and interaction modes, but also creates investment opportunities covering video generation, real-time interaction, design tools, and edge intelligence in the ShenZhen New Industries Biomedical Engineering chain. The industry is optimistic about the long-term development space for the accelerated landing of AI applications. Guotai Haitong's main points are as follows: Seedance 2.0 release, control precision elevated to "director-level" Four major breakthroughs have made Seedance 2.0's model capabilities undergo a qualitative change: 1) Self-shooting and self-operation, the model can automatically plan shots and movements based on the user's described plot. 2) Comprehensive multi-modal reference, users can provide up to 9 images, 3 videos, and 3 audio segments as reference, totaling 12 reference files. 3) Audio-visual synchronization generation. Seedance 2.0 can generate matching sound effects and music while creating videos, supporting lip syncing and emotion matching. 4) Multi-camera narrative ability. It can maintain consistency between characters and scenes across multiple shots. Seedance 2.0 stability in generation improved, video production costs expected to significantly decrease According to calculations by Geek Park, Seedance 2.0's availability in generating a 15-second video could reach 90%, much higher compared to the industry's previous average of about 20%. With the increased availability of generated videos, actual costs could be reduced. For example, for a 90-minute video project, costs could decrease from over 10,000 to around 2,000 yuan, increasing industry usage. This significant cost reduction could potentially change the underlying logic of the entire industry. Seedance 2.0 signifies a key leap for AI video generation from "technically feasible" to "commercially usable" In the past year, the field of video generation has seen a generational leap from 512-pixel static images to 10-second movie-quality short films. The upgraded multi-camera narrative and character consistency assurance capabilities accelerate the industrial production of coherent micro-short dramas. In traditional animation production processes, keyframe drawing, in-between frame filling, lip syncing, etc., have always been bottlenecks in production capacity. Seedance 2.0 significantly reduces the time and cost of these processes through AI assistance. Test data shows that its generated content meets professional production standards in terms of stability in wide-range motion, logical shot composition, and audio-visual synchronization accuracy. The system can autonomously switch between panorama, mid-range, and close-up shots, with shot operation strategies aligning with professional directors' narrative logic. This "director-level" control precision indicates that AI video tools are now ready for commercial deployment. Risk warning: Model upgrades may not meet expectations, increasing market competition risks.