Core Viewpoint - The launch of Seedance 2.0 by ByteDance's subsidiary Jimo has generated significant excitement, being hailed as the strongest video generation model currently available [1][3]. Group 1: Market Reaction - Following the introduction of Seedance 2.0, the media and entertainment sector experienced a notable surge, with stocks such as Zhongwen Online, Rongxin Culture, and Jiecheng Co. reaching a 20% limit up [1]. - On February 10, major capital inflows were observed in the film and television, publishing, digital media, and gaming sectors, with net inflows of 3.09 billion, 1.168 billion, 1.141 billion, and 992 million respectively, ranking them among the top four sectors for capital accumulation that day [1]. - Individual stocks like Light Media saw over 1 billion in net capital inflow, while several others, including Aofei Entertainment and Shanghai Film, also experienced significant inflows exceeding 200 million [1]. Group 2: Seedance 2.0 Features and Limitations - Seedance 2.0 is currently available only to members, offering various modes such as theme reference and intelligent multi-frame, with the ability to use multiple images for reference in the all-purpose mode [5]. - The platform has implemented restrictions on generating videos involving celebrities or well-known IPs, indicating a focus on safeguarding against potential misuse of AI technology [7]. - The generation of videos requires points, with a 10-second video costing approximately 60 points and a 15-second video costing 90 points, while membership fees range from 659 yuan to 5199 yuan annually depending on the level [6].

Market Overview - The A-share market experienced a volatile session with the Shanghai Composite Index closing at 4128.37 points, up 0.13%, and a total trading volume of 882.2 billion yuan [1] - The Shenzhen Component Index closed at 14210.63 points, up 0.02%, with a trading volume of 1223.3 billion yuan [1] - The ChiNext Index fell by 0.37% to 3320.54 points, with a trading volume of 597.1 billion yuan [1] - Total trading volume in both markets was 2.11 trillion yuan, a decrease of 143.9 billion yuan compared to the previous trading day [1] Sector Performance - The cultural media, gaming, shipbuilding, education, and communication service sectors saw significant gains, while precious metals, photovoltaic equipment, jewelry, energy metals, and commercial retail sectors experienced declines [1] - The cultural media sector was notably boosted by the AI video generation model Seedance 2.0 from ByteDance, which gained attention both domestically and internationally [1] Company Movements - Companies such as Reading Culture, Jiecheng Shares, Chinese Online, Rongxin Culture, Happiness Blue Sea, and Light Media all hit the 20% daily limit up due to the surge in the cultural media sector [1] - There are indications of profit-taking by major funds in previously strong stocks, leading to a cautious outlook for the last trading days before the holiday [2]

Core Insights - The emergence of Seedance 2.0 marks a significant transformation in AI video generation, enabling creators to produce high-quality content with minimal technical expertise [3][10][12] - The technology has sparked a surge in the stock market for media and film companies, with notable stocks like Jiecheng Co. and Light Media hitting their daily limits [3][10] - Concerns regarding the implications of realistic AI-generated videos on intellectual property and trust in media have been raised by industry experts [3][13] Group 1: Technology and Performance - Seedance 2.0 and Kuaishou Keling 3.0 have evolved into advanced video generation models capable of understanding cinematic techniques, such as camera movement and editing [4][9] - In practical tests, Seedance 2.0 demonstrated superior performance in generating videos with a cinematic feel, outperforming Kuaishou Keling 3.0 in aspects like fluidity and detail [5][6] - Both models have shown improvements in stability and visual quality compared to their previous versions, but differences remain in semantic understanding and creative imagination [4][5] Group 2: Market Impact and Industry Response - The release of Seedance 2.0 has led to a notable increase in stock prices within the media sector, indicating strong market confidence in AI-generated content [10][12] - Industry professionals have begun to recognize the potential of Seedance 2.0 for commercial applications, particularly in short content and advertising, although concerns about its impact on traditional filmmaking persist [10][12][14] - The technology is seen as a means to lower the barriers to entry for video creation, potentially reshaping the creative landscape by diminishing the reliance on individual expertise [12][14] Group 3: Ethical and Regulatory Concerns - The rapid adoption of AI video generation technology has raised alarms about the proliferation of deepfakes and the associated trust crisis in media [13][18] - Industry insiders emphasize the need for clear regulations and standards to address issues related to content authenticity and intellectual property rights [13][18] - The potential for misuse of AI-generated content has prompted companies to implement safety measures, such as requiring user consent for using personal images in video generation [13][18]

Core Viewpoint - The stock price of Jiecheng Co., Ltd. experienced an abnormal fluctuation, with a cumulative closing price increase exceeding 30% over two consecutive trading days on February 9 and 10, 2026 [1] Summary by Relevant Sections - **Stock Price Movement** - Jiecheng Co., Ltd. announced that its stock price had a cumulative increase of over 30% in closing prices over two consecutive trading days [1] - **Regulatory Compliance** - The company confirmed that there are no undisclosed matters that should be disclosed according to the Shenzhen Stock Exchange's rules, nor any related plans, discussions, intentions, or agreements [1] - **Information Disclosure** - The board of directors stated that they are not aware of any information that should be disclosed that could significantly impact the trading price of the company's stock and its derivatives [1]

证券日报网讯 2月10日，捷成股份发布公告称，近日，公司收到北京中名国成会计师事务所（特殊普通 合伙）（以下简称"中名国成"）送达的《关于变更签字注册会计师的函》，中名国成为公司2025年度审 计机构，原指派牛国庆、张荣荣为签字注册会计师，牛国庆为项目合伙人。因中名国成内部工作调整， 现指派丁小锋接替张荣荣作为签字注册会计师继续为公司提供审计服务。变更后的签字注册会计师为牛 国庆、丁小锋，牛国庆为项目合伙人。 （文章来源：证券日报） ...

Market Analysis - The A-share market experienced a slight increase with a trading volume of 2.12 trillion, down approximately 6.4% from the previous trading day, indicating a cautious sentiment ahead of the holiday [6][7] - The media sector surged by 3.97%, driven by expectations of enhanced efficiency in AI-generated short dramas and strong pre-sale box office figures exceeding 86 million yuan for the Spring Festival [5][6] - The cyclical and defensive consumer sectors saw declines, with real estate, food and beverage, and snack trading down by 1.34%, 1.30%, and 0.94% respectively, likely due to profit-taking after previous consumption policy expectations [5][6] Bond Market - The government bond futures market showed mixed performance, with the 30-year main contract rising by 0.01% to 112.68 yuan, while the 10-year contract also increased by 0.01% to 108.485 yuan [10] - The central bank conducted a net injection of 205.9 billion yuan, maintaining a stable liquidity expectation ahead of the holiday [10] Commodity Market - The commodity index slightly increased by 0.09%, with industrial metals and chemicals leading the gains, while shipping and black metals faced adjustments [10][12] - Crude oil prices rose by 2.17% to 476.10 yuan per barrel, supported by geopolitical risks and supply constraints, with Russia's oil production declining [10][12] Trading Hotspots - Key sectors attracting attention include AI applications, commercial aerospace, nuclear fusion, quantum technology, brain-machine interfaces, and consumer goods, with a focus on technological advancements and policy support [13][15] - The report suggests a balanced allocation strategy in technology and consumer sectors, with an emphasis on low-cost entry points [16]

Group 1: Strong Stocks - As of February 10, the Shanghai Composite Index rose by 0.13% to 4128.37 points, while the Shenzhen Component Index increased by 0.02% to 14210.63 points. The ChiNext Index fell by 0.37% to 3320.54 points. A total of 71 stocks in the A-share market hit the daily limit up [1] - The top three strong stocks based on consecutive limit-up days and trading data are: Jiecheng Co., Ltd. (300182), Zhongwen Online (300364), and Fengyuzhu (603466) [1] - Detailed data for the top 10 strong stocks includes Jiecheng Co., Ltd. with 2 consecutive limit-ups and a turnover rate of 20.41%, Zhongwen Online with 2 consecutive limit-ups and a turnover rate of 35.61%, and Fengyuzhu with 2 consecutive limit-ups and a turnover rate of 8.26% [1] Group 2: Strong Concept Sectors - The top three concept sectors with the highest gains are: Short Drama Games, Sora Concept (Text-to-Video), and Intellectual Property Protection [2] - The Short Drama Games sector increased by 5.32%, while the Sora Concept (Text-to-Video) rose by 5.08%, and the Intellectual Property Protection sector saw a gain of 4.49% [3] - Additional notable sectors include Cultural Media Concept with a gain of 3.72% and Mobile Games with an increase of 3.57% [3]

每经AI快讯，2月10日，捷成股份（300182）公告，公司股票交易价格于2026年2月9日、2月10日连续 两个交易日收盘价涨幅偏离值累计超过30%，根据《深圳证券交易所创业板股票交易特别规定》等相关 规定，属于股票交易异常波动的情况。经核实，公司未发现前期披露信息存在需要更正、补充之处；未 发现近期公共媒体报道可能或已经对公司股票交易价格产生较大影响的未公开重大信息；公司目前经营 情况及内外部经营环境未发生重大变化；公司、控股股东及实际控制人不存在应披露而未披露的重大事 项，亦不存在处于筹划阶段的重大事项；股票异常波动期间，控股股东、实际控制人不存在买卖公司股 票的情形。 ...

南财智讯2月10日电，捷成股份公告，公司股票交易价格于2026年2月9日、2月10日连续两个交易日收盘 价涨幅偏离值累计超过30%，根据《深圳证券交易所创业板股票交易特别规定》等相关规定，属于股票 交易异常波动的情况。经核实，公司未发现前期披露信息存在需要更正、补充之处；未发现近期公共媒 体报道可能或已经对公司股票交易价格产生较大影响的未公开重大信息；公司目前经营情况及内外部经 营环境未发生重大变化；公司、控股股东及实际控制人不存在应披露而未披露的重大事项，亦不存在处 于筹划阶段的重大事项；股票异常波动期间，控股股东、实际控制人不存在买卖公司股票的情形。 ...

本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 特别提示： 1、北京捷成世纪科技股份有限公司(以下简称"公司")股票交易价格于 2026 年 2 月 9 日、2 月 10 日连续两个交易日收盘价涨幅偏离值累计超过 30% ，根据 《深圳证劵交易所创业板股票交易特别规定》等相关规定，属于股票交易异常波 动的情况。2025 年前三季度，公司营业收入为 205,223.85 万元，同比下降 2.89%。 公司主营业务和基本面未发生重大变化。敬请广大投资者注意二级市场交易风险， 理性决策，审慎投资。 一、股票交易异常波动的具体情况 北京捷成世纪科技股份有限公司(以下简称"公司")(证券代码：300182，证券 简称：捷成股份）股票交易价格于 2026 年 2 月 9 日、2 月 10 日连续两个交易日 收盘价涨幅偏离值累计超过 30%，根据《深圳证劵交易所创业板股票交易特别规 定》等相关规定，属于股票交易异常波动的情况。 证券代码：300182 证券简称：捷成股份 公告编号：2026-005 北京捷成世纪科技股份有限公司 关于股票交易异常波动的公告 二、公司关注并核实 ...