中银国际：Seedance2.0等AI技术或推动漫剧行业进入规模化发展阶段

智通财经02-09

智通财经APP获悉，中银国际发布研报称，近期，字节跳动正式推出新一代AI视频生成模型Seedance 2.0。根据极客公园测算，Seedance2.0生成15秒视频的可用率或达到90%，相较此前行业内平均值大概20%，提升幅度较大。传统动漫往往需数年打磨，资金投入动辄千万元，漫剧“短视频化”的轻量化产品制作周期较短、且创作门槛大幅降低。随着Seedance2.0发布，漫剧制作成本进一步降低，制作...

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2.0。根据极客公园测算，Seedance2.0生成15秒视频的可用率或达到90%，相较此前行业内平均值大概20%，提升幅度较大。传统动漫往往需数年打磨，资金投入动辄千万元，漫剧“短视频化”的轻量化产品制作周期较短、且创作门槛大幅降低。随着Seedance2.0发布，漫剧制作成本进一步降低，制作效果进一步提高，行业有望迎来加速发展。中银国际主要观点如下：Seedance2.0的模型能力产生质变，推动视频生成从“生成一段画面”向“完成一个作品”的跨越本次Seedance2.0提升的能力主要包括四个方面，可给普通用户提供达到接近“导演级”精度的服务能力，包括自分镜和自运镜、全方位多模态参考、音画同步生成、多镜头叙事能力。具体包括，Seedance2.0可以允许用户提供最多9张图片、3段视频和3段音频等来指定视频生成效果，可以在多镜头之间维持角色和场景的一致性，允许用户生成多个镜头切换的完整叙事片段等。Seedance2.0提升生成视频可用率，有望大幅降低制作成本根据极客公园测算，Seedance2.0生成15秒视频的可用率或达到90%，相较此前行业内平均值大概20%，提升幅度较大。当生成的视频可用率提升后，可降低实际成本，以做90分钟的视频项目为例，成本有望从1万多降低到2000元左右，将提升行业的使用量。Seedance2.0等AI技术或推动漫剧行业进入规模化发展阶段传统动漫往往需数年打磨，资金投入动辄千万元，漫剧“短视频化”的轻量化产品制作周期较短、且创作门槛大幅降低。根据证券时报援引DataEye研究院数据，2025年国内漫剧用户规模约1.2亿，2026年有望增长至2.8亿。根据新华网2026年1月数据，阅文集团已有十多部作品播放量破亿，80多部漫剧作品播放量破千万；知乎盐言故事改编漫剧播放量突破10亿。随着Seedance2.0发布，漫剧制作成本进一步降低，制作效果进一步提高，行业有望迎来加速发展。投资建议建议关注：AI应用：德才股份(605287.SH)、兆驰股份(002429.SZ)、中文在线(300364.SZ)、掌阅科技(603533.SH)；AI基建：东阳光(600673.SH)、润泽科技(300442.SZ)、光环新网(300383.SZ)；AI芯片：寒武纪(688256.SH)、海光信息(688041.SH)。风险因素模型升级不及预期、算力供应不及预期、AI应用接受度不及预期。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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