天娱数科：从豆包亿级DAU看营销逻辑重构，GEO时代的基建与适配

Core Insights - ByteDance's AI-native application "Doubao" has surpassed 100 million daily active users (DAU), marking a significant shift in mobile internet traffic dynamics and the transition of AI technology from novelty to widespread adoption [1] - The consumer behavior shift from "keyword search" to "generative dialogue" indicates the obsolescence of traditional traffic distribution mechanisms, leading to a new marketing logic based on Generative Engine Optimization (GEO) [1] Company Summary - Tianyu Shuke (002354) focuses on application-oriented strategies, integrating AI technology deeply with business scenarios [1] - The company has developed a proprietary smart advertising model that establishes a foundational logic for brands to communicate within the AI ecosystem, offering a comprehensive, automated marketing service across various industries including internet, insurance, beauty, and 3C [1] - Tianyu Shuke has received multiple industry awards, including the "Tiger Roar Award for AIGC Marketing Gold," "2025 Annual Marketing Intelligent Agent Innovation Award," and "Best Practice Case for AI Agent" [1] Industry Summary - The transition from SEO to GEO represents a generational shift in marketing infrastructure, driven by technology in the competition for traffic entry points [2] - The industry consensus is that continuous technological iteration is essential for brands to solidify their foundation during this traffic reshaping process, transforming generative technology into a reliable growth driver [2]