真的，我一度怀疑百度是不是把我们屏蔽了。 行业软件公司做SEO为什么总失败？ 终于，我把那台用了五年的电脑砸了。 屏幕碎得跟我的心情一样。就因为一个SEO方案。 我是做纺织ERP软件的。很小众吧？去年投了20万做百度推广，线索成本高得吓人。朋友说，你得做内容，做SEO。行。招了个小编，月薪八 千。 他每天对着电脑发呆。我问他，写啊。他说，老板，这行业太专业了，我写不出来。 三个月，就憋出十几篇。阅读量个位数。 不是不想做。是没法做。 你让一个软件工程师去写"纺织业数字化转型趋势"？他能写，但写得像说明书。你让一个文科生来写？他连MRP和ERP都分不清。 尴尬得要死。 而且，行业客户搜的词，都特别长，特别具体。"纺纱车间排产软件解决方案"、"印染企业成本核算系统哪家好"。这些词，搜索量低，但转化率 高啊。 问题来了：这种长尾词，成千上万。你一篇篇写？写到公司倒闭都写不完。 我们之前外包给一个团队。一篇500块。质量嘛，也就那样。最气人的是，他们一篇稿子同时卖给好几家。我们和竞争对手的文章，除了公司名 不一样，其他一模一样。 百度不降权才怪。 行业软件公司SEO方案真的需要原创文章吗？ 说真的，我曾经坚信需要。 ...

在数字化快速发展的今天，企业内容传播方式也在不断进化。传统的 PDF文件 曾经是企业内容发布与分享的主流方式。但随着移动互联网、数据驱动营销 和用户体验需求的不断提升，PDF 格式的缺点日益凸显，对于现代企业内容战略而言，PDF 正变成一种负担而非优势。 更新与维护极其困难 一旦内容被转换成 PDF，就难以即时修改或更新。每次内容变更都需要在源文件中进行编辑、重新导出和重新发布，这不仅浪费时间，还可能导致版本混 乱与内容不一致。对于产品说明书、价格手册等需要频繁更新的内容，这种格式显然不够灵活。 分发和控制力不足 PDF 内容一旦发送或下载，就完全失去发布者对文件的控制权。文件可以被任意转发、复制甚至被用于不当目的。对于包含敏感信息的商业文档，这是一 种潜在风险。此外，无法动态更新内容也意味着错过了纠错、优化和信息同步的机会。 移动端体验差 现今超过一半以上的网络浏览量来自移动设备，用户对内容访问的即时性与顺畅性有很高要求。PDF 并不是为响应式设计或移动端阅读体验优化而生。用 户需要下载后才能阅读，且往往需要不断缩放和拖动才能查看内容，这种操作体验极不友好。 无法追踪用户行为 在内容营销和用户教育中，了解受 ...

Group 1 - Weimob Group (02013) has seen its stock price increase by over 7%, currently trading at 2.58 HKD with a transaction volume of 335 million HKD [1] - Tencent's Yuanbao has rapidly climbed the rankings in major app stores due to its Spring Festival red envelope campaign and the launch of the new feature "Pai," reaching second place in the Apple App Store free chart as of January 28 [1] - Open Source Securities believes that Tencent's red envelope activity may signify its entry into the competition for consumer-facing AI application super gateways, potentially leading to a significant increase in Yuanbao's download and daily active user numbers [1] Group 2 - Northeast Securities indicates that the GEO market presents vast opportunities, suggesting that SEO will be replaced [1] - Weimob is recognized as a leading AI + SaaS service provider within the WeChat ecosystem, with current AI product implementations and GEO upgrades expected to enhance customer numbers, customer stickiness, and ARPU [1] - The firm is optimistic about the potential for growth as GEO is implemented, opening up new avenues for expansion [1]

2024 年开始，越来越多企业意识到： 流量不再只来自搜索排名，而来自 AI 的"回答权"。 于是，"GEO 优化"迅速成为新热词。 但现实很残酷——大量企业投入内容、人力、预算，却几乎没有任何 AI 推荐效果。 在对大量企业 GEO 案例、AI 回答样本与内容结构进行拆解后， 90% 的"GEO 无效"，不是技术问题，而是内容认知仍停留在 SEO 时代。 下面这三个误区，是当前企业 GEO 失败的高频原因。 这是最常见、也最隐蔽的错误。 很多企业所谓的 GEO 优化，本质只是： 原有 SEO 文章 加上"AI / 大模型 / 生成式搜索"关键词 把标题改成"XX 怎么样？靠谱吗？值不值得推荐？" 但在 AI 看来，这仍然是 SEO 内容。 SEO 内容：为"点击"设计 GEO 内容：为"被理解、被引用、被复用"设计 生成式引擎并不关心你标题是不是"高点击率"， 它只关心一个问题： 这段内容，能不能作为一个"确定性结论"直接回答用户？ 如果你的内容只是铺关键词、堆形容词、绕来绕去不给结论， AI 会直接放弃你。 尹邦奇的判断： GEO 内容不是"标题党"，而是"结论党"。 这是第二个致命问题。 尹邦奇给出了一 ...

Core Viewpoint - The era of GEO has arrived, with the GenAI wave gradually reshaping information distribution logic, leading to a transformation in search paradigms, user decision-making logic, and brand focus, which may drive a new round of market restructuring [1][6] Group 1: Industry Trends - The transition to GEO is expected to alter the competitive landscape for consumer goods, as generative AI reshapes information distribution logic and SEO evolves into GEO [2] - Regulatory tightening and tax compliance are driving industry concentration, benefiting leading brands [2][3] - The emergence of new regulatory policies for e-commerce in 2025 will enhance oversight on tax payments and operational transparency, favoring compliant leading brands [3] Group 2: Market Dynamics - Offline channels are receiving policy support, which may benefit brands with a high offline presence as online growth slows and regulatory scrutiny increases [4] - Short-term opportunities may arise for third-party operators as GEO creates new marketing business opportunities, particularly for those with strong data analysis and operational capabilities [4][5] - Brands with clear efficacy claims and strong research backing are likely to benefit from AI model recommendations [5] Group 3: Investment Strategy - The focus is on brands that possess strong product and content capabilities, which are expected to directly benefit from changes in traffic dynamics on platforms like Douyin [6][7] - Continuous attention is given to the impact of GEO on traffic sources and recommendation logic within the beauty industry, emphasizing brands with significant market presence and robust research support [7]

Core Insights - OpenAI has initiated advertising testing within ChatGPT, marking a shift from its previous stance against ads, potentially opening new monetization avenues for AI applications [2][3] - The concept of GEO (Generative Engine Optimization) is emerging as a significant focus, likened to SEO in the internet era, and is expected to revolutionize advertising and marketing in the AI age [2][7] Advertising Strategy - ChatGPT's advertising will not disrupt the content of responses but will be presented at the bottom of the conversation, clearly labeled, and only triggered when deemed highly relevant to user needs [3][5] - The initial rollout of ads is limited to the U.S. market, targeting free users and new Go subscription users, while higher-tier subscribers will not see ads [5] Market Dynamics - ChatGPT's user base is nearing 900 million, with over 90% being free users, prompting OpenAI to monetize this audience to offset high operational costs [5][6] - The market reaction to OpenAI's advertising strategy is mixed, with some viewing it as a necessary step for valuation support, while others criticize it as a sign of desperation [5][6] GEO Concept and Market Trends - GEO is gaining traction as a new marketing opportunity, with a notable shift in focus from traditional search platforms to AI platforms, particularly in the context of user engagement through Q&A [7][8] - The GEO market is still in its infancy, with many companies lacking clarity on its implementation and effectiveness, leading to a low percentage of AI-driven traffic compared to traditional methods [10][11] Future Projections - The global GEO market was estimated at approximately $11.2 billion last year, while the domestic market was only about 2.9 billion yuan, indicating significant growth potential [11] - Predictions suggest that by 2030, the global GEO market could reach $100 billion, with the domestic market projected to hit 24 billion yuan, although it will take time for GEO to surpass the SEO market [18]

Summary of the Conference Call for Minglue Technology Industry Overview - The global native AI application user base is expected to exceed 3.1 billion by the end of 2025, with over 300 million monthly active users in China, indicating rapid growth in AI as a key channel for brand recognition and conversion [2][3] - Over 80% of Chinese consumers obtain consumption information through AI, particularly in sectors like IT mobile devices, local life, and fashion beauty, showcasing a high level of trust in AI [2][3] Core Insights and Arguments - The distinction between GO (Global Optimization) and SEO (Search Engine Optimization) lies in their focus; SEO aims to enhance natural search rankings, while GO emphasizes adapting brand content to AI search engine recommendation logic [2][6] - Minglue Technology's GEO product services are structured into three phases: capture, evaluation, and optimization, utilizing comprehensive platform search and social media data to accurately capture user search intent [2][7] - The company has observed a shift in client budgeting, with brands increasingly allocating separate budgets for GO, moving from adjustments in existing market expenses to dedicated funding [4][14] Service Models - Minglue Technology offers two service models: a SaaS system charged based on seats and points, and a RAS model providing comprehensive managed services for leading brands [4][12] - The company collects data daily and updates its platform and industry knowledge base monthly to ensure its solutions remain current [4][15] User Behavior and Market Trends - The adoption of AI for content consumption is growing, with platforms like Deepseek and Qianwen contributing to this trend, indicating that both users and brands cannot overlook AI channels [5][17] - The company anticipates that AI will become a significant source of information and a crucial link for brand recognition and conversion as AI technology evolves [3][15] Brand Evaluation and Optimization - In the brand evaluation phase, Minglue Technology assists companies in understanding their market performance and positioning relative to competitors, which informs their optimization strategies [10][11] - The optimization service includes providing reports and core keyword problem sets to maximize overall ROI, ensuring that positive information frequently appears in AI responses [11][19] Challenges and Solutions - The company faces challenges in attribution due to AI search platforms not disclosing all data, making it difficult to establish direct conversion links like traditional SEO [20] - Minglue Technology addresses these challenges by enhancing content visibility and embedding conversion landing page links to improve the likelihood of being highlighted in AI search responses [20][21] Future Outlook - The company is preparing to expand its GEO services internationally, with capabilities expected to be available by Q1 2026, focusing on assisting local brands in their overseas ventures [17][18] - The market for GEO services is projected to grow significantly, with domestic market size exceeding 2 billion RMB and global market size surpassing 10 billion USD [17] Conclusion - Minglue Technology is positioned to leverage the rapid growth of AI applications and the increasing importance of AI in consumer decision-making, while continuously adapting its services to meet evolving market demands and technological advancements [3][15][17]

Core Insights - The user base of generative AI is expected to exceed 1.5 billion by 2025, with over 30% of online information retrieval behaviors conducted through generative AI interfaces, posing structural challenges to traditional SEO strategies [1][3] - The concept of Generative Engine Optimization (GEO) has been systematically defined by a Princeton University research team, showing that optimized content can increase exposure in AI-generated answers by 40% [3][4] - The shift from keyword searches to natural language inquiries indicates a transfer of information distribution power from traditional search engines to AI answer generation engines, with generative AI search tools capturing 30% of the global search market share by 2025 [3][4] GEO Optimization - GEO optimization differs fundamentally from traditional SEO, focusing on enhancing the probability of brand or product recognition and citation by large models, rather than merely improving webpage rankings [4][6] - GEO optimization advances through four core dimensions: prioritizing semantic understanding, driving structured data, utilizing conversational content, and building authoritative sources [4][6] - The global GEO market is projected to exceed $12 billion by 2025, with a compound annual growth rate of 145%, and the Chinese market is expected to reach 48 billion RMB, accounting for 55.4% of the global market share [5][6] Xi'an Technology Enterprises - Xi'an's high-tech enterprises are increasingly globalizing, with a foreign trade import and export value of 283.12 billion RMB in 2024, a year-on-year increase of 24.3% [5][6] - The region's tech companies are diversifying their overseas strategies, moving from traditional goods export to cross-border R&D, overseas investment, and cultural exports [5][6] - The cross-border GEO market in China has reached 19.8 billion RMB, with a year-on-year growth of 93.1%, indicating a significant increase in marketing budget allocations for GEO among outbound enterprises [6][7] Industry Trends - The GEO service market is becoming increasingly competitive, with major players like Semrush and Profound leading the charge, while Chinese GEO service providers leverage multilingual optimization capabilities to gain a first-mover advantage in emerging markets [7][8] - The industry is transitioning from "traffic speculation" to "value cultivation," with a consensus emerging around the importance of high-quality content driving AI recommendations [7][8] - Companies are encouraged to establish a multi-dimensional GEO effect evaluation system, focusing on new core metrics such as answer position ratio and AI recommendation rates [9][10] Technological Framework - The RAG (Retrieval-Augmented Generation) architecture is identified as a core technological support for GEO optimization, ensuring high availability of AI-generated content [8][9] - Companies like Beijing Haiying Cloud Holdings have developed comprehensive GEO optimization solutions, achieving significant improvements in brand visibility and inquiry volumes through their services [9][10] - The ongoing evolution of AI technology is expected to enhance the intelligence and automation levels of GEO optimization, making it more accessible for small and medium-sized enterprises [16][17]

Group 1 - The core viewpoint of the article highlights that Weimob Group is a leading AI+SaaS service provider in China, with its product Xingqi GEO successfully commercialized, expected to contribute to performance growth by 2026 [1] - In H1 2025, the company achieved total revenue of 775 million yuan, a decrease of 10.6%, primarily due to the impact of merchant solution rebate policies; however, after adjustments, total revenue increased by 7.8% [1] - Subscription solution revenue was 438 million yuan, down 10.1%, mainly due to the loss of small merchants under economic pressure and challenges in acquiring new customers, but revenue showed signs of stabilization and recovery [1] Group 2 - The GEO market is projected to grow significantly, with a forecasted global market size of approximately 11.2 billion USD by 2025 and 100.7 billion USD by 2030; in China, the GEO market is expected to reach about 2.9 billion yuan by 2025 and 24 billion yuan by 2030 [2] - As of now, around 420 million people are using AI for search queries, accounting for half of the total search engine users, indicating a potential 50% penetration rate of GEO compared to SEO [2] - Xingqi has completed full coverage of AI focus areas, with applications including AI visibility monitoring, source analysis, sentiment analysis, content optimization, and distribution, creating a closed-loop GEO marketing system [2] Group 3 - The company is recognized as a leading AI+SaaS service provider within the WeChat ecosystem, with the current rollout of AI products and the upgrade of GEO expected to enhance customer numbers, stickiness, and ARPU [3] - Revenue projections for 2025-2027 are 1.571 billion yuan, 1.763 billion yuan, and 1.891 billion yuan, with corresponding net profits of -156 million yuan, -18 million yuan, and 74 million yuan, indicating a potential turnaround by 2027 [3] - The company is rated as "Accumulate," with a projected PE of 117.96X and PS ratios of 5.53, 4.93, and 4.60 for the respective years [3]

Core Viewpoint - The article discusses the rapid rise of AI marketing, particularly focusing on the transition from traditional SEO to GEO (Generative AI Optimization), which is reshaping the marketing landscape and the role of marketing companies in the digital space [1][4]. Group 1: Transition from SEO to GEO - Traditional SEO relies on keyword and link optimization to improve search rankings, while GEO shifts user behavior from "keyword search + click" to "AI inference providing direct answers" [1]. - The emergence of generative search as a new main entry point for information distribution is leading to a decline in traditional webpage traffic and exposure [1]. - Marketing companies are evolving from mere traffic executors to builders of "brand knowledge and standard answers" in the GEO model [1][4]. Group 2: Market Size and Growth - The traditional search market, primarily driven by advertising, is valued at $100 billion with a growth rate of 20% [1]. - The general search market is estimated at $200 billion, growing at a rate of 9.3% according to third-party statistics [1]. - The global search market for advertising purposes is valued at $252.5 billion, with an 11% growth rate [2]. Group 3: Changes in Marketing Dynamics - The shift to GEO is expected to lead to a significant transformation in marketing strategies, moving away from low-margin traffic buying to a focus on technology-driven marketing [4][6]. - Companies must adapt by translating product advantages into AI-understandable fields to effectively reach downstream users [5]. - The ranking of products may be reshaped under the new rules, where previously lower-ranked products could rise to prominence based on changes in data parameter weights [6].