核心摘要： 观察过去近二十年AI发展史，企业营销永远是率先落地的场景。智能体作为当前全球AI最热门方向，全球泛营销SaaS巨头如 Adobe, S alesforce, Hubspot, Applovin等都为自己贴上了营销智能体的标签。AI对企业营销和营销服务商，已从辅助工具逐渐迈向全链路自主决策系统的过程。中国营销技术企业正凭借工程师红 利和实战打磨的技术可靠性，重塑企业营销管理范式，同时在助力中企出海过程中，面对语言文化差异、营销人才缺失等挑战，极大降低了出海营销门槛和起步效 率。艾瑞率先发布国内首份营销智能体白皮书，希望为国内营销技术探索提供有价值的思考。 营销智能体 丨 研究报告 全球营销智能体的应运而生 从辅助预测分析到全链路营销自动化 计算机技术在营销领域的应用正在经历一场深刻的转型：它已经从最初仅仅承担数据分析与辅助决策的工具角色，逐渐演进为能够覆盖创意生成、投 放策略、效果监测与优化等在内的全链路营销自动化系统。一些头部SaaS与广告平台开始推出智能投放套件和创意生成工具。尤其是在海外市场，越 来越多的品牌开始加速采用AI驱动的内容生成与广告投放方案，用以提升广告的相关性与转化效率。 | 监 ...

Core Insights - The event "From Grass Planting to Transaction" organized by Jiahe Technology in Wuhan focused on how service providers can leverage data technology to overcome growth bottlenecks in the "AI + Marketing" era [1][4] Group 1: Social Media Marketing Trends - The competition among service providers has entered a new phase of refined operations due to the deepening commercialization capabilities of platforms like Douyin and Xiaohongshu [3] - Service providers face challenges of homogenization and price wars, necessitating the construction of differentiated core competitiveness [3] - The integration of social media and e-commerce platforms blurs boundaries, making it essential for brands to establish clear conversion attribution chains for quantifiable ROI [3] Group 2: Data and Technology Empowerment - Jiahe Technology's event featured industry experts sharing insights on creating a full-chain precision marketing loop from social media to e-commerce [5] - The "DataMax" solution enables precise audience targeting, optimizing ad spend by reaching high-potential users across multiple platforms [6] - The "DataMax" attribution solution addresses the fragmentation of social media and e-commerce data, allowing for comprehensive tracking of conversion effects [7] Group 3: KOS Systematization - The KOS (Key Opinion Sales) market has significant potential but faces challenges such as task allocation confusion and inconsistent content quality [8] - Jiahe Technology's KOS management platform utilizes AI to enhance operational efficiency and scale growth through visualizing engagement and monitoring conversion results [8] Group 4: Future Initiatives - Jiahe Technology aims to create a sustainable growth strategy for partners by integrating "data + technology" to enhance core competitive advantages in intelligent marketing [10] - The company plans to continue its series of empowerment events, with the next one scheduled for early December in Hangzhou, focusing on deepening data value exploration [10]

Group 1 - The company achieved a revenue of 2.717 billion yuan in the first three quarters of 2025, representing a year-on-year growth of 54.94%, with a net profit attributable to shareholders of 204 million yuan, up 4.41% year-on-year [1] - In Q3 2025, the company recorded a revenue of 980 million yuan, a year-on-year increase of 46.80%, while the net profit attributable to shareholders decreased by 4.80% to 60 million yuan [1] - The strong revenue growth is driven by the company's focus on programmatic advertising and the robust demand for overseas marketing in sectors such as short dramas, gaming, and e-commerce [1] Group 2 - The company's programmatic advertising business is in a strategic investment phase, leading to short-term profit pressure due to increased costs in traffic acquisition (operating costs up 65.64% year-on-year) and R&D expenses (up 64.52% year-on-year) [1] - Excluding foreign exchange gains and share-based payment impacts, the company's net profit attributable to shareholders for the first three quarters was 252 million yuan, reflecting a year-on-year growth of 15.98%, indicating a stable operational foundation [1] Group 3 - The company is enhancing its "AI + marketing" product matrix, which has improved programmatic advertising reasoning efficiency by 7 times, reduced task execution time by 30%, and lowered computing resource costs by 25% [2] - The launch of the AIDrive 2.0 intelligent marketing solution integrates various core products, creating a closed-loop marketing process from "intelligent insights → creative generation → automatic delivery → data attribution" [2] - The AdsGo.ai platform aims to democratize marketing capabilities for small and medium-sized enterprises, achieving a 5-fold improvement in delivery effectiveness during the internal testing phase [2] Group 4 - The company is expanding its media resource ecosystem and benefiting from the trend of Chinese enterprises going global, with its self-developed programmatic advertising platform zMaticoo achieving a 37% share in open programmatic advertising sales [3] - The company has deepened global media partnerships, becoming the first-level agent for AppLovin in Greater China and gaining official certification from Snapchat [3] - The company continues to serve well-known clients such as Alibaba, Tencent, Temu, and SHEIN, while also providing marketing services for emerging sectors like short dramas and AI applications [3] Group 5 - The company maintains a "buy" investment rating, projecting net profits attributable to shareholders of 260 million yuan, 310 million yuan, and 400 million yuan for 2025-2027 [3]

Group 1 - The core viewpoint of the news is that Inry Media has successfully passed a resolution for a private placement of A-shares to raise up to 470 million yuan, reflecting strong shareholder support for the company's strategic direction in digital marketing [2] - The company has established three core strategies: content innovation, technology empowerment, and international business expansion, serving over a thousand domestic and international brands with long-term partnerships [2][4] - The funds raised will be allocated to the "Global Social Marketing Cloud Project," "Content Creative Cloud Project," and working capital, indicating a strategic intent to accelerate digital marketing initiatives and enhance international market competitiveness [2][4] Group 2 - The Chinese marketing market is expanding due to technological advancements and policy support, with the cross-border marketing market expected to grow from 440.4 billion yuan in 2024 to 786.6 billion yuan by 2029, at a compound annual growth rate of 12.3% [3] - The global marketing industry is projected to reach 8.94 trillion yuan in 2024, with an expected annual growth rate of 9.5% over the next five years, driven by increasing internet penetration and the rise of social media as a key marketing platform [3] - Inry Media's global strategy has made significant progress in 2024, establishing nodes in Hong Kong, London, and New York, creating a service network that covers Europe, Southeast Asia, and Japan [3]

Core Insights - The article discusses how AI can significantly reduce customer acquisition costs and enhance profitability for businesses, particularly in the context of marketing and sales efficiency [2][30]. Group 1: AI Integration in Marketing - AI is positioned as a "second brain" for sales, marketing, and service personnel, emphasizing its role beyond just a tool [3]. - The development of a proprietary AI platform by RuTai integrates four key capabilities: knowledge management, workflow engine, dialogue support, and agent creation tools [4][5]. - The platform transforms general AI capabilities into secure, controllable, and easily deployable enterprise tools, addressing critical issues like data security and system integration [5]. Group 2: AI Applications in Customer Journey - AI can enhance various stages of the customer journey, including customer acquisition, conversion, delivery, and service [6]. - A case study involving a Fortune 500 automotive parts company illustrates how AI can streamline sales processes by automating customer information retrieval and opportunity identification [6][11][12]. - AI tools can intelligently recommend products based on customer needs, improving the accuracy and efficiency of sales recommendations [13]. Group 3: Addressing B2B Marketing Challenges - Current B2B enterprises face challenges such as low marketing efficiency and poor customer matching, leading to industry "involution" [18]. - AI can help identify new market opportunities by analyzing data and breaking cognitive boundaries, as demonstrated by a chip trading company that expanded its market reach [18][19]. - The article outlines a framework for achieving cost reduction, efficiency improvement, and high-quality growth through AI [19]. Group 4: Quantitative Benefits of AI - AI can reduce customer acquisition costs by over 50%, with traditional costs ranging from 150-200 yuan per lead [24]. - Sales efficiency can be significantly improved, allowing sales personnel to focus on high-quality leads rather than spending time on low-value tasks [24]. - The article highlights that AI can help businesses identify and target high-value customers, leading to increased order profit margins by up to 30% [24]. Group 5: Industry Engagement and Future Directions - The event featured participation from various industry leaders and decision-makers, indicating a strong interest in AI marketing applications [22]. - There is a general confusion in the industry regarding the practical implementation of AI in marketing, prompting further discussions and workshops [23]. - The article concludes with a call for collaboration among industry leaders to explore the logic and future directions of AI marketing [26].

Major Developments - Huajian Medical (01931) plans to issue approximately HKD 3.142 billion in shares to acquire a 20.31% stake in Guofu Quantum (00290), further enhancing its strategic layout in the RWA and digital finance sectors [1] - Wanka Yilian (01762) subsidiary signs a comprehensive cooperation memorandum with Alibaba Cloud to build a global "AI + marketing" intelligent ecosystem [1] - Basis Technology Holdings (08391) partners with ExxonMobil Hong Kong to deploy ultra-fast electric vehicle charging stations at Esso-branded gas stations [1] - Yunfeng Financial (00376) reaches a strategic cooperation agreement with Ant Group and strategically invests in Pharos blockchain to build institutional-level RWA financial infrastructure [1] - JD Group-SW (09618) makes a voluntary public acquisition offer to CECONOMY AG [1] - Harmony Auto (03836): iCar Group Limited receives a subscription for 9.9999% of its shares from a BYD subsidiary [1] Financial Data - Xpeng Motors-W (09868) delivered approximately 37,700 smart electric vehicles in August, representing a year-on-year increase of 169% [1] - NIO-SW (09866) delivered 31,305 vehicles in August, reflecting a year-on-year growth of 55.2% [1] - Li Auto-W (02015) delivered 28,529 new vehicles in August [1] - BYD Company (01211) reported approximately 2.8639 million new energy vehicle sales in the first eight months, a year-on-year increase of 23% [1]

Group 1: Financial Performance and Market Impact - Alibaba Cloud's financial report exceeded market expectations, with AI-related product revenue achieving triple-digit year-on-year growth for eight consecutive quarters, accounting for over 20% of total revenue [1] - Following the announcement, Alibaba's stock surged by 12.90%, reflecting strong market confidence in its cloud services [1] Group 2: Strategic Partnership and AI Marketing Innovations - WanKa YiLian announced a comprehensive cooperation memorandum with Alibaba Cloud, focusing on developing "AI Marketing Intelligence" and "AI Mobile Intelligence" to drive industry transformation [1] - The partnership aims to leverage AI models and cloud computing to build a global ecosystem for "AI + Marketing" [1] Group 3: AI Marketing Engine Development - WanKa YiLian plans to integrate Alibaba Cloud's Tongyi Qianwen model with its extensive industry data to create a multi-dimensional AI intelligence matrix [2] - The advertising strategy AI will enhance efficiency by over 30% through improved data and algorithm collaboration [2] Group 4: Global Advertising Distribution and Localization - WanKa YiLian has established a global real-time bidding and dynamic budget adjustment system, improving conversion rates by 15% [3] - The company focuses on emerging markets like Southeast Asia and India, utilizing automated multilingual advertising to reduce customer complaints by 20% [3] Group 5: AI Customer Service Innovations - WanKa YiLian has developed a 24/7 multilingual AI customer service system, achieving over 90% customer satisfaction through emotional analysis and intent recognition [4] Group 6: AI Mobile Ecosystem Development - The collaboration will also focus on creating an AI mobile ecosystem, leveraging the upcoming surge in AI smartphones like the iPhone 17 [5] - WanKa YiLian aims to establish AI data service standards with mobile manufacturers, facilitating high-quality data collection and reducing ecosystem integration barriers [6] Group 7: Seamless User Experience and Service Integration - The AI intelligence will be deeply integrated into mobile systems, allowing users to access services through voice commands without opening apps, enhancing user interaction [7] - This approach aims to redefine user engagement with mobile services, promoting a seamless "command-to-service" experience [8] Group 8: Infrastructure and Global Support - Alibaba Cloud will provide dedicated computing resources to support daily training of trillions of data features, significantly reducing model iteration cycles [9] - The partnership represents a deep integration of AI technology with vertical industries, aiming to redefine the concept of intelligent marketing [9]

Core Viewpoint - The company has entered into a comprehensive cooperation memorandum with Alibaba Cloud to leverage AI technology and cloud infrastructure for enhancing global marketing intelligence [1] Group 1: Partnership Details - The partnership involves the establishment of a joint research and development initiative, with Alibaba Cloud providing experts to the company's R&D centers in Beijing and Suzhou [1] - A new "Wanka AI Marketing Laboratory" will be created as part of this collaboration [1] - The partnership aims to share Alibaba Cloud's international infrastructure across 18 regions and the company's localization experience for a "one-stop AI marketing overseas" solution [1] Group 2: Strategic Implications - The board believes this cooperation will strengthen the company's leading position in the "AI + marketing" sector [1] - The collaboration is expected to accelerate the development of a global intelligent ecosystem, creating long-term sustainable value for shareholders [1] - The initiative aligns with the overall interests of the company and its shareholders [1]

Core Viewpoint - The company WanKa YiLian (01762) has signed a comprehensive cooperation memorandum with Alibaba Cloud to enhance its position in the "AI + marketing" sector through the development of AI marketing and mobile AI solutions [1] Group 1: Partnership Details - The partnership involves the establishment of the "WanKa AI Marketing Laboratory" with experts from Alibaba Cloud stationed at the company's research centers in Beijing and Suzhou [1] - The collaboration will leverage Alibaba Cloud's global infrastructure and the company's experience in mobile advertising to create a "one-stop AI marketing overseas" solution [1] Group 2: Strategic Implications - The board believes this cooperation will solidify the company's leading position in the AI marketing space and accelerate the development of a global intelligent ecosystem [1] - The initiative aims to create long-term sustainable value for shareholders, aligning with the overall interests of the company and its stakeholders [1]

Core Viewpoint - The company, Wanka Yilian (01762.HK), has signed a comprehensive cooperation memorandum with Alibaba Cloud to leverage AI technologies and cloud infrastructure for enhancing global marketing intelligence and services [1] Group 1: Cooperation Areas - The collaboration will focus on developing an AI marketing intelligence matrix, which includes automated advertising strategies, real-time bidding for ad distribution, localized advertising for emerging markets, and 24/7 multilingual AI customer service [2] - The AI terminal intelligence will involve creating a service ecosystem for smart devices, establishing data interface standards, and building a global AI service distribution platform [3] Group 2: Cloud Resources and Computational Power - Alibaba Cloud will provide dedicated computing clusters to support the training of massive datasets, significantly reducing model iteration cycles from months to weeks [4] Group 3: Collaboration Model - The partnership will involve joint research and development, with Alibaba Cloud experts stationed at the company's R&D centers, and a shared approach to international marketing solutions [5] - The board believes this collaboration will strengthen the company's position in the "AI + marketing" sector and create long-term sustainable value for shareholders [5]