On February 9, affected by positive news, the stock of Yuewen Group opened strongly, with an increase of more than 6% at one point. This positive feedback from the capital market mainly stems from the company's strategic emphasis on AI technology and breakthroughs in the external technology environment.

CEO's Internal Letter: AI Empowers the IP Industry Chain

In a letter to employees during the Spring Festival, Yuewen Group CEO Hou Xiaonan clearly stated that AI technology is significantly enhancing the value of original content. Yuewen will not only apply AI in content incubation and production, but also integrate AI throughout the entire IP development and global promotion chain, thereby accelerating the conversion efficiency of IP assets.

ByteDance's "Ji Meng" Seedance 2.0 Boosts, Cartoon Drama Costs May Drop Dramatically

An important catalyst in the industry is ByteDance's recent upgrade of its AI video generation model Seedance 2.0. This technological iteration is expected to greatly reduce the production costs and improve the visual effects of cartoon dramas. Combined with Yuewen's many top works with over 100 million views, the support of AI is seen as a turning point for the industry entering a boom period.

Revaluation of IP Value, Leading the Cartoon Drama Sector

Yuewen Group has a natural first-mover advantage in the AI cartoon drama sector due to its vast reserve of high-quality web novels. With the reduction in production barriers and the improvement in output speed, a large number of literary works are expected to be converted into visual content more quickly, opening up new growth opportunities for the company.

In 2026, as AI video technology becomes more mature, Yuewen Group is trying to reshape the logic of digital content production through deep integration of "AI + IP".