Core Viewpoint - Minglue Technology (02718) has seen a significant stock price increase of over 40% in the month, with a current price of 279.6 HKD and a trading volume of 19.7 million HKD. The company is positioned to capitalize on the growing GEO market, which is expected to reshape the advertising industry [1][1]. Group 1: Market Potential - According to the China Business Advertising Association, the global GEO market is projected to reach 11.2 billion USD by 2025, with the Chinese market expected to grow to 2.9 billion CNY. By 2030, the global market is anticipated to expand to 100.7 billion USD, while the Chinese market is expected to increase to 24 billion CNY [1][1]. - The shift from SEO to GEO is becoming a trend, indicating significant potential for growth in the GEO market, which is expected to transform the business model of the advertising and marketing industry [1][1]. Group 2: Company Strategy - Minglue Technology plans to focus on the GEO sector starting from the end of 2024, with a comprehensive solution set to be launched in early 2025 [1][1]. - Data from Minglue Technology indicates that over 80% of domestic users are obtaining consumer information through AI, with nearly 35% of consumers engaging in high-frequency interactions with AI daily. This trend highlights the increasing mainstream behavior of consumers consulting AI for consumption-related inquiries [1][1]. Group 3: Future Projections - The GEO market is experiencing rapid growth driven by generative AI, with projections indicating that the global GEO market could reach 24 billion USD by 2026 and potentially 100 billion USD by 2030 [1][1].
明略科技-W再涨超7% 月内累涨逾四成 GEO有望重塑广告营销行业商业模式