Core Viewpoint - The stock performance of WanKa YiLian (1762.HK) has been impressive, with a rise of over 15% as of January 12, driven by its strategic positioning in the GEO (Generative Search Engine Optimization) sector and its advantages in ecological collaboration [1] Group 1: Market Trends - The global AI search user base is projected to exceed 1.98 billion by 2025, indicating a rapid shift in user information retrieval habits from "search links" to "generated answers" [2] - By 2026, approximately 25% of traditional search traffic is expected to transition to AI Q&A platforms, creating substantial demand for GEO [2] Group 2: Company Positioning - WanKa YiLian is establishing a comprehensive competitive advantage suitable for the GEO era, positioning itself as a pioneer and potential beneficiary in the sector [3] - The company has deep partnerships with manufacturers to secure core traffic entry points and has accumulated vast amounts of data, totaling 28 billion records, with over 7.2 million new records added daily [3] - Daily data queries reach 2.35 million, with a data scanning volume of 15.8 TB, enabling the company to accurately analyze user search intentions and generate structured content for AI citation [3] Group 3: Technological Advancements - The company is investing in AI technology to build core capability barriers, including collaboration with Alibaba Cloud to develop AI agents for various life services [3] - Continuous investment in AI data annotation and corpus construction is being made, alongside the establishment of standardized AI data interface platforms with top mobile manufacturers [3] Group 4: Business Model Evolution - GEO is set to transform the commercial monetization landscape, shifting from low advertising revenue to high-value service commission models for mobile manufacturers [4] - WanKa YiLian acts as a crucial bridge between mobile manufacturers and application ecosystems, leveraging its experience in commission monetization from gaming partnerships to expand into diverse transaction applications like ride-hailing, food delivery, and e-commerce [4]
GEO赛道崛起 万咖壹联加紧布局