According to a research report from CITIC Construction Investment, ByteDance has recently launched the Seedance2.0 video model, marking a significant leap in the capabilities of its multimodal model. This breakthrough is anticipated to bring about a transformative shift in the film and television sector, with a particular focus on the promising growth prospects of AI-driven animated dramas. The rationale behind this optimism is multifaceted:

Firstly, animated dramas present a minimal risk of being supplanted by large-scale models, and the industry is experiencing robust growth. In contrast to the film, television, and gaming industries, large-scale models are already well-equipped to cater to the creative needs of animated dramas. As downstream users of these models, animated drama production companies face a reduced threat of being replaced.

Secondly, the animated drama sector has a voracious appetite for Tokens, and model companies are actively supporting the industry's development. AI-generated animated dramas can consume anywhere from 500,000 to several million tokens per minute, with a single production requiring over a hundred million tokens. The preference and backing of large model companies for the animated drama industry present strategic opportunities for the sector.

Thirdly, fierce competition among platforms is expected to bolster profit margins for production companies. As various animated drama platforms continue to enhance their support policies, including revenue sharing and traffic allocation, the profit margins for AI-powered animated drama production companies are poised for further expansion.