机构密集调研AI营销概念股！龙头月内涨近六成，热门股名单来了

Group 1: AI Marketing Market Overview - The role of AI in marketing is transitioning from a "single efficiency tool" to a "full-link decision-making hub" [1] - The investment in China's AI marketing market is increasing, with the market size for AI marketing SaaS/Agent expected to reach 47.1 billion yuan by 2025 and 174.7 billion yuan by 2030 [1] - AI marketing leader Zhejiang Wenlian has seen a stock price increase of 59.87% this month, achieving two consecutive trading limits [1] Group 2: GEO Market Development - CITIC Securities indicates that overseas GEO vendors have moved from concept validation to product implementation, marking the generative search marketing's entry into a replicable and scalable phase [3] - The market for GEO is expected to experience rapid expansion from 2025 to 2027, driven by the restructuring of search and content distribution logic by generative AI [3] - Domestic GEO participants are primarily platform vendors, traditional marketing/SEO service providers, and a few startups, focusing on project-based and solution delivery without a standardized product or large customer base [3] Group 3: Institutional Research on AI Marketing Stocks - During the period from December 23, 2025, to January 23, 2026, several AI marketing concept stocks were investigated by institutions, including Yiwang Yichuang, Liou Co., Xiaoshangpin City, Hengwei Technology, Ruiling Co., Shiji Information, Shengtian Network, and Haixia Co. [4] - Yiwang Yichuang had the highest institutional visit count at 94, focusing on AI technology applications in specific business scenarios [4] - Liou Co. ranked second with 64 visits, emphasizing its long-term commitment to digital marketing and collaboration with major clients [5] Group 4: Company-Specific Developments - Xiaoshangpin City, with 48 institutional visits, is focusing on AI marketing through its Chinagoods platform, integrating self-developed AI tools and Alibaba Cloud cooperation [5] - Ruiling Co. has 17 institutional visits and is enhancing its digital marketing and online sales through various social media platforms, while expanding its product offerings in welding equipment [6]