GEO改写AI新流量时代营销路径

Investment Rating - The report rates the industry as "Outperforming the Market" [5] Core Insights - The advent of AI is leading to a redistribution of internet traffic, shifting marketing strategies from traditional SEO (Search Engine Optimization) to GEO (Generative Engine Optimization). The competitive landscape for brands is transitioning from "search result rankings" to "AI answer citation rights" [1][2] - According to Semrush, AI search is expected to account for 52% of the market by January 2028, surpassing traditional search methods [2] - The global GEO market is projected to reach USD 11.2 billion by 2025 and USD 100.7 billion by 2030, with China's GEO market expected to reach USD 2.9 billion in 2025 and USD 24 billion by 2030 [2] Summary by Sections Industry Dynamics - The report highlights that GEO is becoming a necessity for enterprise marketing, with significant growth potential in the market. GEO aims to position brand or product information more prominently and authoritatively in AI-generated answers, summaries, or recommendations [2] - The fundamental difference between GEO and SEO lies in the optimization targets, where GEO optimizes the knowledge sources, corpora, and brand information structure for AI understanding and presentation [2] Technical Implementation - The technical essence of GEO is described as reverse engineering of RAG (Retrieval-Augmented Generation). GEO allows promotional entities to pre-process content into formats that are more suitable for AI retrieval and citation, thereby achieving higher rankings in AI-generated answers [3] Key Companies - BlueFocus: The company led an investment in PureblueAI, focusing on GEO technology to enhance brand exposure on AI platforms [4] - Yidian Tianxia: The company has deeply engaged in GEO technology and has developed a comprehensive GEO theoretical system and practical guidelines [4] - Zhejiang Wenlian: The company launched the optimization engine HochiGEO, which simulates consumer AI inquiries to optimize brand content for AI recommendations [4] - Inertia Media: The company has established a GEO division to focus on "AI search + generative marketing" [4] - 37 Interactive Entertainment: The company invested in the GEO service provider Zhitui Shidai, which developed the first open-source GEO service system in China, known as the GENO system [4]