ByteDance Industry Chain Panoramic Analysis

English summary

### ByteDance Industry Chain Panoramic Analysis

Time: 2026-07-31 16:33:15

Content: Core drivers of ByteDance: On July 31, 2026, ByteDance's Seed team officially released the next-generation video creation model Seedance 2.5: single-generation duration increased from 15 seconds to 30 seconds, with support for multi-round continuation, further strengthening long-video narrative capabilities; supports input of up to 30 images, 10 videos, and 10 audio clips as reference materials; supports precise timestamp-targeted editing. The model is being rolled out to Jimeng AI and Doubao Pro, with API services to be launched on Volcano Ark in the near future. XCMG Group, XPeng Motors, Lingchu Intelligent, Weifen Zhifei, Qiongche Intelligent and other companies have confirmed cooperation and will be the first to introduce the model's capabilities. Industry significance: Seedance 2.5 marks AI video moving from "generating clips" to "completing a piece of creation", directly driving order realization across the entire chain of "equity investment → data center computing power → data elements → advertising and marketing → Volcano Engine large-model services → AI hardware terminals". …