Group 1 - The core point of the article highlights that 壹网壹创 has reached a transaction volume of 2.372 billion yuan, marking the highest level since January 17, 2025 [2] - The latest stock price of 壹网壹创 has increased by 20.01%, with a turnover rate of 24.43% [2] - The previous trading day's total transaction volume for the stock was 2.310 billion yuan [2] Group 2 - 壹网壹创科技股份有限公司 was established on April 6, 2012, with a registered capital of 2.3694273 billion yuan [2]

Market Overview - The internet e-commerce sector experienced a decline of 1.46% on January 13, with Qingmu Technology leading the drop [1] - The Shanghai Composite Index closed at 4138.76, down 0.64%, while the Shenzhen Component Index closed at 14169.4, down 1.37% [1] Stock Performance - Notable stock performances included: - Saiwei Times (301381) closed at 22.94, up 0.88% with a trading volume of 114,200 shares and a transaction value of 265 million [1] - ST Yigou (002024) closed at 1.66, up 0.61% with a trading volume of 350,700 shares and a transaction value of 57.89 million [1] - Qingmu Technology (301110) closed at 93.10, down 5.97% with a trading volume of 126,800 shares and a transaction value of 1.239 billion [2] Capital Flow - The internet e-commerce sector saw a net outflow of 506 million from main funds, while retail investors contributed a net inflow of 508 million [2] - Detailed capital flow for selected stocks showed: - Liren Lizhuang (605136) had a main fund net inflow of 14.37 million, while retail investors had a net inflow of 1.06 million [3] - ST Yigou (002024) had a main fund net inflow of 7.48 million, but a significant retail outflow of 1.40 million [3]

Core Viewpoint - The rise of Generative Engine Optimization (GEO) is reshaping digital marketing strategies as user information acquisition methods evolve, with nearly 500 million monthly active users in China and over 1.27 billion globally [1][2] Group 1: GEO Overview - GEO focuses on whether brand content can be understood and recommended by AI models, contrasting with traditional SEO which optimizes keywords and rankings [1][2] - The implementation of GEO is expected to significantly enhance customer acquisition conversion rates, with a reported increase of 2.8 times compared to traditional search methods, and a 40% reduction in user decision-making cycles [3] Group 2: Market Trends - The Chinese GEO market is experiencing rapid growth, with a year-on-year increase of 215% projected for Q2 2025, and over 78% of enterprise decision-makers prioritizing AI search optimization in their digital transformation strategies [3] - Gartner predicts a 25% decline in traffic from traditional search engines by 2026, as AI chatbots and other virtual AI optimization methods capture more market share [3] Group 3: Impact on Marketing Strategies - The transformation in marketing models is compelling brands to adjust their advertising strategies, particularly affecting small and medium-sized brands that may lack the necessary technology and content production capabilities for GEO [4] - E-commerce operators that prioritize GEO are expected to benefit, as they can quickly establish GEO content generation capabilities and provide comprehensive services from semantic analysis to performance tracking [4] Group 4: Investment Recommendations - E-commerce operators are positioned to capitalize on the shift from SEO to GEO, with specific recommendations including RuYueChen (003010.SZ), YiWanYiChuang (300792.SZ), and ShuiYang Co. (300740.SZ) [5] - Related companies include QingMu Technology (301110.SZ), LiRenLiZhuang (605136.SH), BaoZun E-commerce (BZUN.US), and KaiChun Co. (301001.SZ) [5]

Group 1 - A total of 177 companies were investigated by institutions in the past five trading days, with Aipeng Medical, Chaojie Co., and Yiwan Yichuang being the most frequently researched [1] - Securities companies participated in 85.31% of the listed company investigations, with 151 companies being surveyed [1] - Aipeng Medical received the highest attention with 142 institutions participating in its investigation, followed by Chaojie Co. with 121 institutions [1] Group 2 - Among the companies investigated by more than 20 institutions, 21 stocks experienced net capital inflows in the past five days, with Guojijiangong seeing a net inflow of 498 million yuan [1] - The stocks that saw the highest price increases included Taisheng Wind Energy, Chengdu Xian Dao, and Yiwan Yichuang, with increases of 60.53%, 41.55%, and 41.35% respectively [2] - The most frequently investigated companies included Chaojie Co., Binglun Environment, and Boying Tehan, each being investigated four times [1][2] Group 3 - The investigation data shows that 34 stocks among those researched rose in price, while only 3 stocks saw declines [2] - The highest price increase among the stocks investigated was 60.53% for Taisheng Wind Energy, while the largest decline was 8.93% for Huicheng Environmental [2] - The investigation frequency and capital inflow data suggest a strong interest from institutions in specific sectors, particularly in medical and automotive industries [1][2]

Investment Rating - The report assigns an "Accumulate" rating for the industry [5] Core Insights - With the proliferation of AI tools, GEO (Generated Engine Optimization) is expected to become a new marketing paradigm, allowing e-commerce operation companies to leverage their understanding of platforms and content marketing to capture incremental brand marketing demand [2][5] - The Chinese GEO market is rapidly growing, with a year-on-year increase of 215% in Q2 2025, and over 78% of enterprise decision-makers prioritizing AI search optimization in their digital transformation strategies [5] - The transition from traditional SEO to GEO is anticipated to reshape brand marketing strategies, with e-commerce operation companies positioned to benefit from this shift due to their close collaboration with platforms and deep understanding of consumer insights [5] Summary by Sections Industry Overview - The report highlights the shift from SEO to GEO as a significant change in digital marketing strategies, emphasizing the need for brands to adapt to new consumer information acquisition methods [2][5] Investment Recommendations - E-commerce operation companies such as Ruoyuchen, Yiwang Yichuang, and Shuiyang Co. are recommended as key players to watch, with additional related companies including Qingsong Technology, Liren Lizhuang, Baozun E-commerce, and Kaichun Co. [5] Market Trends - The report notes that traditional search engine traffic is projected to decline by 25% by 2026, while AI chatbots and other virtual AI optimization methods are expected to capture more market share [5] - The conversion rate for businesses using GEO is reported to be 2.8 times higher than that of traditional search engines, with a 40% reduction in user decision-making cycles [5]

21智讯01月12日电，壹网壹创公告，公司股票于2026年1月8日、1月9日、1月12日连续三个交易日收盘 价格涨幅偏离值累计超过30%，属于股票交易异常波动的情况。经核实，公司前期披露的信息不存在需 要更正、补充之处；近期未发现可能对公司股价产生较大影响的未公开重大信息；经营情况及内外部环 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，也未在筹划相关 重大事项；在股票异动期间，控股股东及实际控制人未买卖公司股票。董事会确认，公司目前没有任何 应予披露而未披露的事项，亦未获悉对股票交易价格产生较大影响的信息。 ...

证券代码：300792 证券简称：壹网壹创 公告编号：2026-003 杭州壹网壹创科技股份有限公司 关于股票交易异常波动公告 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。 一、股票交易异常波动情况 杭州壹网壹创科技股份有限公司（以下简称"公司"或"本公司"）股票（证 券简称：壹网壹创，证券代码：300792）于 2026 年 1 月 8 日、1 月 9 日、1 月 12 日连续三个交易日收盘价格涨幅偏离值累计超过 30%，根据《深圳证券交易所 交易规则》等有关规定，属于股票交易异常波动的情况。 2、公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生 较大影响的未公开重大信息； 3、近期公司经营情况及内外部经营环境未发生重大变化； 4、经核实，公司、控股股东及实际控制人不存在关于本公司的应披露而未 披露的重大事项，或处于筹划阶段的重大事项； 5、经核实，公司控股股东、实际控制人在股票异动期间不存在买卖公司股 票的行为。 三、是否存在应披露而未披露信息的说明 本公司董事会确认，本公司目前没有任何根据《深圳证券交易所创业板股票 上市规则》等有关规定应 ...

Market Performance - The internet e-commerce sector increased by 5.51% on January 12, with 壹网壹创 leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] Stock Highlights - 壹网壹创 (300792) closed at 42.18, with a rise of 20.00% and a trading volume of 363,000 shares [1] - 青木科技 (301110) saw a closing price of 99.01, up 17.51% with a trading volume of 146,300 shares [1] - 凯淳股份 (301001) closed at 35.75, increasing by 13.10% with a trading volume of 97,200 shares [1] - 焦点科技 (002315) closed at 58.30, up 9.44% with a trading volume of 136,350 shares [1] - 华凯易佰 (300592) closed at 13.22, increasing by 8.81% with a trading volume of 544,900 shares [1] Capital Flow - The internet e-commerce sector experienced a net inflow of 134 million yuan from institutional investors, while retail investors contributed a net inflow of 71.76 million yuan [2] - Retail funds saw a net outflow of 206 million yuan from speculative funds [2] Individual Stock Capital Flow - 壹网壹创 had a net inflow of 78.46 million yuan from institutional investors, but a net outflow of 64.39 million yuan from retail investors [3] - 青木科技 experienced a net inflow of 55.07 million yuan from institutional investors, with a net outflow of 55.08 million yuan from retail investors [3] - 凯淳股份 had a net inflow of 34.29 million yuan from institutional investors, while retail investors saw a net outflow of 19.22 million yuan [3]

Core Viewpoint - AI chatbots and AI search overview products are forming new traffic entry points, with MAUs for ChatGPT, Gemini, Doubao, and DeepSeek at 88 million, 65 million, 16 million, and 13 million respectively, creating new information distribution channels, making AI platform traffic a crucial marketing area for advertisers, with GEO as one exploration method [1][2] Group 1: GEO Concept and Functionality - GEO essentially represents a new form of content marketing reshaped by AI, differing from traditional SEO aimed at improving link visibility on search pages; GEO focuses on enhancing the probability of relevant content being retrieved and appearing in AI responses, termed "AI visibility" [1][3] - Currently, GEO is more inclined towards brand building, with companies still in the methodological exploration phase; for instance, the overseas GEO startup Profound offers monitoring analysis and optimization intervention, helping brands quantify their visibility and citation in AI [3] Group 2: Domestic vs. Overseas Strategies - The differences in the corpus ecosystem between overseas and domestic markets lead to varied players and strategies in GEO; overseas strategies focus on creating high-quality website content and leveraging platforms like YouTube and Reddit, while domestic strategies involve extensive content matrix layouts around queries, utilizing self-media and third-party platforms [4] - Domestic large-scale operational platforms have advantages in GEO due to their accumulation of marketing material production, deployment, and transaction conversion data, which aids in understanding traditional business operations [4] Group 3: Investment Recommendations - Companies that are early adopters of GEO are likely to establish a technology-data validation loop, clarifying large model citation logic and accumulating data feedback; relevant stocks include BlueFocus (300058.SZ), Yidian Tianxia (301171.SZ), and InGravity Media (603598.SH) [5] - Large operational companies with extensive operational data and marketing content experience are also recommended; relevant stocks include Worth Buying (300785.SZ), Qiangmu Technology (301110.SZ), and BlueFocus (300058.SZ) [5]

Investment Rating - The report maintains a "Positive" outlook for the retail industry, indicating a potential return exceeding 5% relative to market benchmarks [8][12]. Core Insights - The report highlights that AI applications are rapidly evolving, with 2026 expected to mark a commercial turning point for the industry. Key developments include significant IPOs and strategic acquisitions in the AI sector, which are anticipated to drive growth in retail [8]. - The integration of AI in cross-border e-commerce and e-commerce services is emphasized, with specific companies identified as beneficiaries of this trend. The report suggests that AI tools can enhance operational efficiency across various segments of the retail industry [3][8]. Summary by Sections AI and Cross-Border E-commerce - AI is expected to create new traffic entry points for B2B platforms, transitioning from SEO to GEO. Companies like Xiaogoods City and Focus Technology are leveraging AI tools to improve operational efficiency and customer engagement [3][8]. - Xiaogoods City has over 30,000 merchants utilizing AI applications, with usage exceeding 1 billion times [8]. - Focus Technology reported a membership penetration rate of over 50% for its AI services [8]. AI and E-commerce Services - The report notes that e-commerce platforms are shifting from SEO to GEO, with third-party (TP) companies gaining advantages through AI tools that analyze consumer preferences [8]. - Companies such as Qingmu Technology and Yiwang Yichuang are developing proprietary technologies to support AI applications in e-commerce operations [8]. - Qingmu Technology has created a suite of tools to adapt to evolving AI technologies, while Yiwang Yichuang is building a dedicated team to enhance its competitive edge in the market [8].