智通财经网·2026-01-21 00:53Core Viewpoint - The era of GEO has arrived, with the GenAI wave gradually reshaping information distribution logic, leading to a transformation in search paradigms, user decision-making logic, and brand focus, which may drive a new round of market restructuring [1][6] Group 1: Industry Trends - The transition to GEO is expected to alter the competitive landscape for consumer goods, as generative AI reshapes information distribution logic and SEO evolves into GEO [2] - Regulatory tightening and tax compliance are driving industry concentration, benefiting leading brands [2][3] - The emergence of new regulatory policies for e-commerce in 2025 will enhance oversight on tax payments and operational transparency, favoring compliant leading brands [3] Group 2: Market Dynamics - Offline channels are receiving policy support, which may benefit brands with a high offline presence as online growth slows and regulatory scrutiny increases [4] - Short-term opportunities may arise for third-party operators as GEO creates new marketing business opportunities, particularly for those with strong data analysis and operational capabilities [4][5] - Brands with clear efficacy claims and strong research backing are likely to benefit from AI model recommendations [5] Group 3: Investment Strategy - The focus is on brands that possess strong product and content capabilities, which are expected to directly benefit from changes in traffic dynamics on platforms like Douyin [6][7] - Continuous attention is given to the impact of GEO on traffic sources and recommendation logic within the beauty industry, emphasizing brands with significant market presence and robust research support [7]