国泰海通｜GEO· 合集

Core Insights - The article discusses the emergence of GEO (Generative Engine Optimization) as a new marketing paradigm driven by the explosion of large model technologies, with the global GEO market surpassing $10 billion and the domestic market nearing 3 billion yuan [2][17]. Group 1: GEO Market Overview - The GEO market is expected to continue its upward trajectory as large model traffic grows, with a projected market size of 29 billion yuan in China by 2025, reflecting a year-on-year growth of 215% [6][17]. - Over 78% of enterprise decision-makers prioritize AI search optimization as part of their digital transformation strategies [6][17]. - By 2026, traditional search engine traffic is predicted to decline by 25%, with AI chatbots and other virtual optimization methods capturing more market share [6][17]. Group 2: Marketing Transformation - The shift in marketing strategies is anticipated as brands adapt to the new GEO paradigm, particularly benefiting e-commerce operators who can quickly establish GEO content generation capabilities [7][10]. - GEO focuses on optimizing content for AI models to enhance visibility and recommendation, contrasting with traditional SEO, which emphasizes keyword ranking [5][16][22]. - The marketing landscape is evolving, with AI-generated recommendations becoming a critical factor in consumer decision-making, leading to a more efficient marketing process [10][12]. Group 3: Business Implications - Companies that can leverage AI platforms and provide SaaS solutions are expected to thrive in the new GEO landscape, with a significant market opportunity projected to exceed $100 billion globally by 2030 [12][24]. - The transition from traditional marketing models to a subscription-based SaaS and performance-based revenue model is anticipated, improving profit margins in the industry [24]. - The article identifies five types of companies likely to benefit from the GEO transformation, including AI platform companies, SaaS providers, marketing firms, e-commerce operators, and brands that adapt quickly to the new marketing dynamics [12][22].