国泰海通｜传媒：搜索入口迁徙，GEO营销起量——AI营销系列报告一

Core Insights - The article discusses the emergence of GEO marketing driven by the shift in traffic entry points due to AI advancements, transitioning from traditional search engines to social media and AI platforms [1][2] - GEO's essence lies in optimizing advertising content for AI search platforms, contrasting with traditional SEO which focuses on keyword matching [1] - The global GEO market is projected to exceed $11.2 billion by 2025, with China's market expected to reach 2.9 billion yuan [2] Market Trends - The GEO market is experiencing rapid growth, with a forecasted year-on-year increase of over 200% in China's market by Q2 2025, as 78% of decision-makers prioritize AI search optimization in digital transformation [2] - Traditional search engine traffic is predicted to decline by 25% by 2026, with AI chatbots and virtual optimization methods capturing more market share [2] - By 2028, it is anticipated that 50% of search engine traffic will be taken over by AI searches [2] Future Outlook - The growth of large models as traffic entry points is expected to increase advertising space, with GEO companies likely to benefit from this growth phase [3] - In the long term, as the large model landscape stabilizes and advertising commercialization begins, GEO marketing firms are positioned to thrive as partners in the advertising ecosystem [3] Investment Recommendations - The article suggests focusing on publicly listed companies that are early adopters of GEO business, particularly those with technological capabilities and marketing industry expertise [4]