--- title: "Joining hands with ByteDance to create a new AIGC business model, NetDragon releases ecological value to welcome revaluation opportunities" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/274099615.md" description: "NetDragon has signed an AI ecosystem cooperation framework agreement with Volcano Engine, a subsidiary of ByteDance. Both parties will jointly build deep cooperation in technology, resources, and ecology, and scale the production of a new generation of AIGC educational resources. This cooperation aims to address the technological gaps and content needs in the education sector, promoting the long-term development and strategic cooperation of both parties. NetDragon's leadership position in AI education and Volcano Engine's technological infrastructure will jointly drive the construction of an innovative educational ecosystem" datetime: "2026-01-29T06:21:00.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/274099615.md) - [en](https://longbridge.com/en/news/274099615.md) - [zh-HK](https://longbridge.com/zh-HK/news/274099615.md) --- > 支持的语言: [English](https://longbridge.com/en/news/274099615.md) | [繁體中文](https://longbridge.com/zh-HK/news/274099615.md) # Joining hands with ByteDance to create a new AIGC business model, NetDragon releases ecological value to welcome revaluation opportunities Recently, NetDragon (00777) signed a framework agreement for AI ecological cooperation and innovation with Volcano Engine, a subsidiary of ByteDance. The two parties will jointly build a deep cooperation barrier of technology + resources + ecology, scale the production of a new generation of AIGC educational resources, and create an innovative educational ecosystem for global co-creation and sharing. This will leverage the professional advantages of both NetDragon and Volcano in their respective fields, promoting the long-term development layout and strategic cooperation of both parties. In recent years, NetDragon has been continuously transforming towards the AIGC business model, and this significant cooperation has once again attracted the attention of the capital market, sparking interest in exploring the mysteries of this collaboration. ## Partnering with Volcano Engine to Create the Core Value Chain of AI Education As AIGC technology accelerates its implementation in vertical industries in recent years, the contradiction between the "technology gap" and the "content demand" in the education sector has become particularly prominent: most educational enterprises lack top-tier AI computing power and large model research and development capabilities, while the global education system's demand for personalized, scalable high-quality educational resources continues to rise. Against this backdrop, NetDragon and Volcano Engine, as two leading companies in AI education and AI computing power, have provided a strong "answer" to this industry challenge. As a global leader in AI education, NetDragon possesses vast educational scenario data, a mature product ecosystem, and a global network of partnerships with institutions in 126 countries, producing AIGC content at scale through its self-developed AI production center. Volcano Engine, as the cloud and AI service platform under ByteDance, relies on the Doubao large model refined through over 50 internal business scenarios and the computing power resources and technical engineering capabilities accumulated from massive business operations, providing leading technical infrastructure for vertical fields. According to Zhito Finance APP, this cooperation covers four major dimensions: joint technological innovation, co-creation of ecological resources, commercial application empowerment, and brand industry leadership. The two parties will establish a long-term deep partnership, marking Volcano Engine's high recognition of NetDragon's leading position in the global digital education field, as well as the rare value of its vast educational scenario data, mature educational product ecosystem, and global institutional partnership network. From the perspective of mutual empowerment, Volcano Engine's top-notch AI technology closely integrates with NetDragon's deep understanding of the education industry, assisting NetDragon in developing, training, and iterating large models suitable for teaching, assessment, management, creation, and other full-scenario educational verticals, setting industry benchmarks. At the same time, both parties will continue to increase investment in computing power, algorithms, and data, scaling the development of high-quality AIGC courses, practical training projects, digital assets, and other educational resources, constructing a new open intelligent education content ecosystem. It can be seen that NetDragon and Volcano Engine will form a complementary "force," deeply binding "educational scenario resources" and "AI technical capabilities," which is not only a necessity for NetDragon to advance its AIGC strategic upgrade but also a key layout for Volcano Engine to expand vertical industry implementation scenarios and release technical value. Meanwhile, the future direction is gradually becoming clear: the results of the cooperation between NetDragon and Volcano Engine will be applied in commercial scenarios such as smart campuses, teacher training, and industry talent cultivation, achieving a closed loop of technical value and commercial value. Due to the deep integration of both parties' "technology + scenarios," the production efficiency and cost of AIGC educational content will be significantly optimized, releasing scale effects and providing the global education system with more cost-effective and sustainable solutions, thereby greatly opening up NetDragon's future development and imaginative space ## NetDragon's AIGC Strategy Covers All Aspects, Set to Welcome Valuation Reassessment At this moment, artificial intelligence has become the high ground of global technological competition and is a key driving force for China to promote industrial upgrading and high-quality economic development, achieving a transformation of new productive forces. Since last year, national-level support policies have been intensively launched, and various regions in China have actively introduced measures to encourage the AI industry, creating a favorable expansion environment for NetDragon's two mainstream application tracks of "gaming and education" as well as the AI+ industry. Previously, NetDragon adopted "fully embracing AI" as its core strategy, covering multiple tracks in education, entertainment, and culture. At the beginning of this year, it sounded the horn for accelerated execution of "immediate AI": In the education sector, the AI production center, with a core architecture of fragmented nodes + expert systems, has formed a stable and replicable AIGC educational content production capability, which will expand commercial scenarios domestically and deeply integrate with the Open-Q ecosystem overseas; in the entertainment sector, it aims to achieve full-process AI for flagship IP interactive content, with a medium to long-term focus on AI-native games to further open up revenue growth space; in the cultural sector, companies and anime IPs invested by NetDragon, such as ShuaiKu Network, are also actively embracing the strategic empowerment brought by AIGC; in the future, NetDragon plans to explore investment opportunities in new formats such as AIGC comic dramas and AI/VR online performances. The cooperation with Volcano Engine will further empower these business segments, expanding the capability boundaries of NetDragon's enterprise group through AI computing power and the technical support of AIGC vertical models. To better build a moat for AIGC multi-format, NetDragon has recently become an ecological partner of the world's top digital engine company, Epic Games, and its digital education town has been approved as the second officially authorized Unreal Engine training center in the country. In the future, NetDragon will rely on the AI technology of Volcano Engine and the 3D visual and performance advantages of Unreal Engine to continuously enhance the experience and practicality of AIGC educational content, promoting the global education ecosystem to upgrade to "more effective, more efficient, and more experiential." In addition to its main business, NetDragon is continuously strengthening its ecological competitiveness through diversified layouts: its Hong Kong subsidiary, Chuangqisi, has signed a cooperation agreement with Zhongke Wenge, becoming the only exclusive overseas platform and commercialization partner for Zhongke Wenge in foreign markets. Currently, both parties have cooperated to develop multiple AI large model products, helping the company seize the first-mover advantage in AI large models going overseas. NetDragon's U.S. subsidiary, Mynd.ai, has successively integrated cutting-edge educational AI applications such as Merlyn Mind and Augment Me, laying a solid foundation for the rapid expansion of the AI+SAAS format. NetDragon has also invested in the leading brand of AI glasses, ROKID, which is expected to yield substantial investment returns. It is expected that this cooperation will reshape NetDragon's value logic from multiple dimensions, bringing a dual enhancement of performance and valuation. In terms of performance, the certainty of NetDragon's growth continues to strengthen: First, AIGC technology will significantly improve the efficiency of its educational content production and reduce generation costs, driving continuous improvement in gross margins; second, relying on the traffic from the Byte ecosystem behind Volcano Engine, NetDragon's AIGC educational content may achieve commercialization through various means, bringing unexpected incremental revenue; third, leveraging the global channels of Mynd.ai under NetDragon, revenue from AI educational solutions is expected to break through In terms of valuation, this cooperation sets a benchmark for the AI education industry by integrating "technology + scenarios," changing the previous single valuation orientation of the capital market that focused on "technology research and development investment." In the future, it will be more inclined to assign valuation premiums to companies with the ability to implement scenarios and commercial monetization efficiency. Seizing this opportunity, NetDragon's valuation logic is expected to shift from the traditional "gaming + education company" to an "AI ecological company with scarce educational scenarios," thereby promoting the revaluation of its various businesses, especially the education sector. As the valuation logic switches to the "AI + education" track, NetDragon is likely to attract more attention from funds in the Hong Kong stock technology sector. Coupled with the risk appetite enhancement brought by ByteDance's ecological endorsement, the company's stock price has significant upward valuation potential. In summary, the cooperation between NetDragon and Volcano Engine is a key practice in the transformation of AIGC technology from general capabilities to vertical scenario value. Through the triple binding of "technology foundation + scenario resources + ecological traffic," NetDragon will build a sustainable AIGC ecological closed loop. In the future, as cooperation matters continue to advance and land, NetDragon's ecological value will be continuously validated, and it is highly likely to become the core value anchor of the AI sector in the Hong Kong stock market, ushering in structural opportunities driven by "technology implementation + commercial monetization." ### 相关股票 - [Bosera CSI Global China Education Theme ETF(QDII) (513360.CN)](https://longbridge.com/zh-CN/quote/513360.CN.md) - [NETDRAGON (00777.HK)](https://longbridge.com/zh-CN/quote/00777.HK.md) - [Tianhong CSI Computer Theme ETF (159998.CN)](https://longbridge.com/zh-CN/quote/159998.CN.md) ## 相关资讯与研究 - [NetDragon Chairman Plans to Boost Stake, Signaling Confidence in Long-Term Prospects](https://longbridge.com/zh-CN/news/280991934.md) - [Shares of China AI 'tiger' Zhipu surge 35% after revenue doubles in first earnings report](https://longbridge.com/zh-CN/news/281314542.md) - [MedPal AI Wins Strong Shareholder Backing at AGM as It Expands AI Health Platform](https://longbridge.com/zh-CN/news/281501359.md) - [Insig AI Plans Growth Drive and Eyes Nasdaq Dual Listing](https://longbridge.com/zh-CN/news/281311983.md) - [Bureau Veritas To Offer AI Assessment To European Enterprises In Partnership With AWS](https://longbridge.com/zh-CN/news/281397262.md)