AI+商业系列之三：AI辅助购物迎突破，GEO有望重塑获客模式

Investment Rating - The report maintains an "Outperform" rating for the industry [2][3]. Core Insights - AI-assisted shopping is experiencing breakthroughs, with Generative Engine Optimization (GEO) expected to reshape customer acquisition models. The shift from traditional search to generative AI dialogue is becoming a core method for users to obtain information, creating new growth opportunities in the e-commerce sector [4][30]. - The GEO model enhances brand marketing strategies by improving customer acquisition logic and flow operation models, particularly benefiting e-commerce service providers and cross-border e-commerce companies with strong technical integration capabilities [4][30]. Summary by Sections Industry Overview - The report highlights that the application of AI technology is becoming a central focus across various industries, with e-commerce being a significant application area due to its complex scenarios and large data volumes. The transition from traditional search to generative AI dialogue is expected to drive profound changes in brand marketing [4][30]. Market Trends - The GEO market in China is rapidly growing, with a projected year-on-year increase of 215% by Q2 2025. Over 78% of enterprise decision-makers prioritize AI search optimization in their digital transformation strategies. Gartner predicts a 25% decline in traffic from traditional search engines by 2026, as AI chatbots and other virtual AI optimization methods capture more market share [7][30]. Recommendations - The report recommends focusing on platform ecosystems and leading AI tool operators, such as 壹网壹创, 青木科技, and 若羽臣, which can effectively adapt to the GEO model and enhance answer weight logic [5][30]. - It also suggests investing in cross-border e-commerce companies like 焦点科技, 小商品城, and 安克创新, which are expected to benefit from AI empowerment and the GEO model to optimize their profit structures [5][30]. Company Insights - 壹网壹创 is transitioning towards an AI e-commerce service model, leveraging its partnership with Alibaba to enhance its AI applications and drive revenue growth [15][30]. - 青木科技 has integrated AI technology into its operations, achieving over 30% year-on-year growth in AI business revenue, and is focusing on developing GEO capabilities [16][30]. - 若羽臣 is enhancing its marketing tools with AI, improving user engagement and conversion rates through innovative online experiences [17][30]. Cross-Border E-commerce - The GEO model is also transforming the overseas e-commerce sector, where companies are leveraging AI to optimize operations and reduce costs. Successful implementation of GEO strategies can enhance brand exposure and customer acquisition efficiency [18][30].