BOC International has released a research report stating that ByteDance recently launched its new-generation AI video generation model, Seedance 2.0. According to estimates from GeekPark, the usability rate for 15-second videos generated by Seedance 2.0 could reach 90%, a significant increase compared to the industry's previous average of approximately 20%. Traditional animation often requires years of refinement and involves investments reaching tens of millions of yuan, while the lightweight production of animated dramas in short video format has shorter production cycles and significantly lower creative barriers. With the release of Seedance 2.0, production costs for animated dramas are expected to decrease further, and production quality is set to improve, potentially accelerating industry growth. The main viewpoints from BOC International are as follows:
Seedance 2.0's model capabilities represent a qualitative leap, advancing video generation from simply "producing a sequence of images" to "completing a coherent work." The enhancements in Seedance 2.0 primarily include four aspects, providing ordinary users with service capabilities approaching "director-level" precision. These include autonomous storyboarding and camera movement, comprehensive multimodal referencing, synchronized audio-visual generation, and multi-shot narrative capabilities. Specifically, Seedance 2.0 allows users to provide up to 9 images, 3 video clips, and 3 audio segments to specify the desired video output. It can maintain consistency in characters and scenes across multiple shots and enables users to generate complete narrative segments with multiple camera transitions.
Seedance 2.0 improves the usability rate of generated videos, which is expected to substantially reduce production costs. According to GeekPark's calculations, the usability rate for 15-second videos generated by Seedance 2.0 could reach 90%, a marked improvement over the previous industry average of around 20%. As the usability rate of generated videos increases, actual costs are likely to decrease. For example, the cost of producing a 90-minute video project could potentially drop from over 10,000 yuan to approximately 2,000 yuan, thereby boosting industry adoption.
AI technologies like Seedance 2.0 may drive the animated drama industry into a phase of scalable development. Traditional animation often requires years of polishing and significant financial investment, sometimes amounting to tens of millions of yuan. In contrast, the production of lightweight animated dramas in short video format features shorter cycles and substantially lower creative thresholds. Citing data from the DataEye Research Institute, the domestic user base for animated dramas is projected to reach approximately 120 million by 2025, with potential growth to 280 million by 2026. According to a January 2026 report from Xinhua News Agency, China Literature Group already has over ten works with view counts exceeding 100 million, and more than 80 animated drama productions have surpassed 10 million views. Animated dramas adapted from Zhihu's Yanyan Stories have achieved over 1 billion views. With the release of Seedance 2.0, production costs for animated dramas are expected to decrease further, and production quality is set to improve, potentially accelerating industry growth.
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Risk factors include slower-than-expected model upgrades, inadequate computing power supply, and lower-than-expected acceptance of AI applications.
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