2026‑02‑10: AI‑Driven Surge Shakes China’s Media Landscape

1. AI Video Generation Fuels a Media Boom

In early February 2026, ByteDance’s new AI video‑generation model Seedance 2.0 captured the imagination of both domestic and international audiences.

  • The model can transform a simple text prompt or a single image into a full‑length, movie‑quality video complete with synchronized audio within sixty seconds.
  • Its breakthrough “dual‑branch diffusion transformer” architecture allows simultaneous generation of visual and auditory content, a capability that has been praised as a “text‑to‑video” game‑changer.

The announcement triggered a sector‑wide rally in the cultural and media stocks listed on the Shenzhen Stock Exchange. Within minutes of the news, several media‑related companies recorded 20 % limit‑up gains, signaling a collective surge in investor confidence.

2. Rongxin (RONSHIN) Group Explodes to the Limit

The most noticeable beneficiary of this rally was Rongxin Education and Culture Industry Development Co., Ltd. (RONSHIN GROUP).

  • On 10 February 2026, the stock surged to a 20 % limit‑up, trading at CNY 35.20—its highest price since the 52‑week peak of CNY 51.50 on 13 January 2026.
  • Trading volume for Rongxin spiked dramatically: the company attracted over 1.3 million shares in a single buy order, effectively sealing the limit‑up and demonstrating a strong institutional appetite.

Rongxin’s core business—planning, distribution, and export of children’s books and cultural products—has been positioned to benefit from the broader media surge. The company’s ability to leverage AI‑generated content could enable faster, more engaging storytelling for its young audience, potentially expanding both domestic sales and international exports.

3. Market‑Wide Context

The media and AI application sectors were the primary drivers of a positive market bias across the Shenzhen market on the day.

  • Three major indices (Shenzhen Composite, Shenzhen Component, and ChiNext) were flat at the open, but by mid‑day the market had turned slightly bearish, reflecting a cautious stance amid the rapid inflows into AI‑related stocks.
  • Despite this, the total trading volume for the entire Shenzhen market exceeded CNY 1.4 trillion—a 900 billion‑yuan drop from the previous day—yet the average transaction value per stock increased, indicating a concentration of liquidity in a few high‑growth names.

Within this environment, AI‑application concepts stood out as the most active. Stocks such as Jiecheng (300182) and Rongxin both hit 20 % limit‑ups, with Jiecheng’s limit‑up supported by a 130‑million‑share buy order.

4. Financing Activity and Investor Sentiment

The ChiNext financing balance on 10 February 2026 rose to CNY 581.775 billion, up 1.90 billion from the previous day.

  • This modest increase suggests that, while the market remained cautious, there was still sufficient capital available for high‑growth companies to secure additional funding.
  • Investors were particularly bullish on media and AI firms, as reflected in the number of limit‑ups and the high average turnover observed in these sectors.

5. Implications for Rongxin Group

  • Short‑Term: The 20 % limit‑up indicates a strong momentum that could sustain a bullish trend for the next trading session, especially if the company releases new AI‑enhanced products or announces strategic partnerships.
  • Medium‑Term: The company’s market cap of CNY 2.97 billion positions it as a mid‑size player in the cultural industry. The recent surge could attract additional institutional investors, potentially improving liquidity and reducing volatility.
  • Long‑Term: If Rongxin successfully integrates AI tools like Seedance 2.0 into its content pipeline, it could differentiate itself in a crowded market, driving both revenue growth and shareholder value.

6. Conclusion

The 10 February 2026 trading session highlighted how a single technological innovation—Seedance 2.0—can reverberate across an entire industry, propelling companies like Rongxin Group to record highs. The convergence of AI capabilities with cultural content creation not only energizes investor sentiment but also sets the stage for a new era of storytelling and distribution. As the market continues to digest the implications of this AI wave, stakeholders will closely watch how Rongxin Group and its peers navigate the opportunities and challenges ahead.