上海出海企业发展白皮书：外贸GEO优化，抢占AI流量的新航海图

Core Insights - The migration rate of global business queries to generative AI interfaces has exceeded 30%, impacting Shanghai's foreign trade enterprises through a hidden "traffic interception" effect as traditional search engine traffic continues to decline [1][3] - Generative Engine Optimization (GEO) has emerged as a critical digital infrastructure for Shanghai's foreign trade enterprises, reshaping the marketing logic from traditional SEO to AI-driven recommendations [3][4] Industry Overview - The core logic of foreign trade marketing has shifted to "precise reach," with overseas buyers increasingly using natural language queries directed at AI, such as "find compliant suppliers in Shanghai" [3][4] - Shanghai's export value is projected to reach 1.82 trillion yuan in 2024, necessitating support from AI-native marketing tools like GEO to enhance global competitiveness [3][4] Technological Developments - GEO optimizes the content generation and recommendation algorithms of generative AI, allowing brand information to become the preferred output in AI dialogue scenarios [4][7] - The global AI search user base has surpassed 1.5 billion, with a year-on-year growth of 36.4%, indicating a significant shift in how overseas buyers connect with suppliers [3][4] Market Dynamics - Traditional search engine traffic is expected to decline by 25% by 2026, with marketing share shifting towards intelligent chatbots and virtual agents [3][4] - Shanghai's total import and export value is projected to reach 2.69 trillion yuan in 2024, with exports growing by 4.4% year-on-year, although there are structural concerns with declining exports to traditional markets like the US and EU [4][5] Business Implications - The demand for GEO services has evolved from "pilot exploration" to a "strategic necessity," with over 60% of leading enterprises prioritizing self-research capabilities and effect attribution systems when selecting service providers [5][6] - The average customer acquisition cost (CAC) can be reduced by 50%-70% through GEO optimization, which is particularly crucial for small and medium-sized foreign trade enterprises [6][11] Future Trends - The GEO market is expected to exceed $12 billion globally by 2025, with the Chinese market accounting for 55.4% of this, indicating a robust growth trajectory in the cross-border segment [12][13] - Future developments in GEO technology will focus on multi-modal expansion, real-time strategy adjustments, and personalized operations tailored to different countries and industries [13][14]