国泰海通｜美护：GEO营销变革，代运营及品牌商迎机遇——代运营及美妆行业专题报告

Core Viewpoint - The article emphasizes the transformative potential of Generative AI and GEO (Generative Engine Optimization) in enhancing marketing efficiency, suggesting that e-commerce operators are well-positioned to leverage these changes and meet brand marketing demands, leading to a significant shift in brand marketing strategies over the long term [1]. Group 1: GEO and Marketing Transformation - GEO represents a new era in marketing, focusing on optimizing content for AI to extract key information quickly, which is expected to enhance marketing efficiency and shorten consumer decision-making cycles compared to traditional SEO [1][3]. - The rise of AI-driven recommendations is anticipated to create new marketing scenarios, with GEO likely to replace parts of the traditional SEO market due to its higher efficiency [1][3]. Group 2: Content Requirements for GEO - GEO requires a more specialized approach to content, as AI prefers rational, authoritative, and highly structured information sources, necessitating optimization in content credibility and coverage [2]. Group 3: Beneficiaries of GEO Transformation - Five types of companies are expected to benefit from the GEO transformation: 1. AI platform companies as new traffic entry points 2. SaaS companies providing software services for optimization 3. Marketing companies offering targeted marketing services 4. E-commerce operators assisting brands in maximizing sales 5. Brands that adapt to new traffic distribution methods [3]. - E-commerce operators are particularly well-positioned to respond to changes in channel and traffic dynamics, with leading companies likely to benefit first [3].