With another breakthrough in AI video technology, the capital market has sensed new opportunities for growth. On February 9th, Yuewen Group shares surged by more than 9% in the morning trading session, maintaining an increase of 8.19% before the report was issued, closing at 37.24 HKD. This strong rise is not only due to Yuewen's solid business foundation, but also closely related to ByteDance's latest moves in the AI video field.

ByteDance's "Jiameng" Makes a Big Move, Seedance 2.0 Shockingly Launched.

Recently, ByteDance officially launched the Seedance 2.0 video generation model on the Jiameng platform. This model not only demonstrates impressive video generation quality but also achieves multiple technological innovations, efficiently converting various materials into high-quality videos. The maturity of this technology is seen by the market as a key turning point in the AI film and television industry.

Why has Yuewen become the biggest beneficiary?

Analysts from institutions such as Guotai Junan Securities pointed out that the leap in AI video model capabilities will directly accelerate the commercialization of AI webcomics:

Revaluation of IP Value:Yuewen Group possesses a vast number of high-quality literary IP, making it a natural "material library" for AI video generation.

Webcomic Business Becomes a New Profit Growth Point: China Merchants Securities and Everbright Securities both have confidence in its AI webcomic business, believing that AI can significantly reduce production costs and shorten cycles, greatly increasing the company's profits.

Online Reading Remains Stable, New Businesses Gain Momentum: While maintaining stable core reading operations, the deep integration of AI with short dramas and anime will open up new growth space for Yuewen.

The "iPhone Moment" of AI Film and Television May Have Arrived.

For companies like Yuewen Group, which have rich IP reserves and strong traffic advantages, AI is no longer just a concept, but becoming real productivity. As major players like ByteDance continue to push the technical limits, AI webcomics may become the most dazzling dark horse in the film and television sector in 2026.