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What does Seedance 2.0 mean for AI applications?
BOC Securities believes that Seedance 2.0 significantly enhances the controllability and stability of AI video generation through key capabilities such as multimodal references, lens consistency, audio-video synchronization, and automatic storyboarding. This advancement shifts video generation from a trial-and-error approach to scalable production. The usability rate has increased to over 90%, while video production costs and timelines have been dramatically reduced, accelerating applications in short dramas, animated series, and e-commerce. Against the backdrop of low market sentiment, Seedance 2.0 is expected to act as a crucial catalyst for restoring confidence in AI multimodal applications and across the industrial chain.
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