Guo Jing Securities: AI application industry trends established, expected to experience a double click in 2026.

Guojin Securities released a research report stating that ByteDance's AI video generation model Seedance 2.0 has become popular, significantly reducing the threshold for creating high-quality video content, and may become an important milestone in the development of AI in the film and television industry. Models like Yuandao and Qianwen are competing for accelerated entry traffic in the Chinese New Year activities. Domestic AI applications are accelerating penetration into vertical fields, forming a new pattern of deep integration of technology and industry. Driven by policies, intelligent body technology has become a core growth engine, and has been applied on a large scale in industrial quality inspection, medical diagnosis, and other scenarios, promoting the upgrade of AI from "perception" to "decision-making." Looking ahead to 2026, it will be a critical year for the commercial promotion of AI applications from "technical verification."