The Disruptive Impact of AIGC Tools like Seedance 2.0 on the Traditional Film and Television Industry

Industry Transformation Analysis​

Investment Advice​

Today, in the low-volume market ahead of the Chinese New Year, avoid chasing highs and focus on controlling position size and risk avoidance.

Focus on physical resources with improving supply-demand dynamics (e.g., dual-use military metals, lithium mines).

Be wary of pre-holiday sentiment-driven speculation; hype in the film and media sector lacks fundamental support.

Sector Rotation Warning​

The market has shifted towards physical industries such as non-ferrous metals (tungsten/rare earths), lithium mines (UBS raised price expectations), and fiberglass (capacity transformation).

Computing power leasing has become a new hotspot, reflecting the infrastructure demand driven by the explosion of AI applications.

Market Anomalies​

The U.S. stock market has already seen precedents of a "SaaS apocalypse" (e.g., Claude Cowork impacting software companies), but the A-share market is instead seeing hype around "pseudo-positive news."

Capital is blindly chasing the film and media sector, ignoring the fundamental disruption to the industry's profit model caused by "everyone can create."

Technological Disruption​

AIGC tools (e.g., Seedance) have drastically lowered the barrier to film and video production, allowing individuals to generate professional-grade short videos for just a few hundred yuan.

The traditional film and television industry's business model of "heavy assets, long cycles, and high uncertainty" is facing collapse,

and the value of its moats (stars/IP/professional equipment) is being significantly diluted.