Core Insights - The collaboration model of "Human + AI Agent" is reshaping consumer pathways and driving structural marketing changes in the AI era [2] - AI is evolving beyond a simple Q&A assistant to become an agent that proactively understands user intent and executes decision-making tasks [2] - Brands must focus on how to ensure their products are recommended by AI to remain competitive in the market [2] Group 1: AI-Driven Traffic Growth - AI-driven traffic to retail websites is projected to increase by 4700% year-on-year by July 2025, according to Adobe Analytics [3] - Ahrefs data shows that AI tools have contributed to a consistent monthly increase in website traffic across various industries, with ChatGPT averaging a 14.1% increase over the past nine months [3] - Early adopters of AI optimization strategies will gain a competitive edge in the market [3] Group 2: GEO Marketing Strategy - GEO is identified as a key strategy for winning the user mindset battle in the AI era, focusing on optimizing existing website content for AI language models [3] - The core of GEO involves deep value extraction from content, understanding user needs, and building semantic relevance to ensure effective AI recognition and engagement [3] - Achieving this will lead to both "content value realization" and "AI adaptation efficiency" [3] Group 3: Unified Information Principles - The ultimate goal of marketing is to deliver the right information to the right people at the right time and place [4] - The three unified information principles proposed by Linghu for GEO marketing are: 1. Consistency in the entire content publishing process to ensure uniformity from production to distribution [4] 2. Unified core keyword information across e-commerce platforms to avoid discrepancies in AI recognition [4] 3. Consistent content display on brand websites to reinforce core brand values [4] - Implementing these principles will enhance AI's ability to accurately identify product value and user needs, driving traffic and growth for brands [4]

Group 1 - The core reason for the emergence of GEO is the shift in traffic entry points brought about by AI, leading to changes in marketing entry and methods [1] - The essence of GEO is to optimize advertising content for citation by AI search platforms, contrasting with traditional SEO which focuses on ranking [1][2] - The global GEO market is projected to reach $11.2 billion by 2025, with China's GEO market expected to grow to 2.9 billion yuan [3] Group 2 - The GEO market is anticipated to grow alongside the increase in traffic from large models, with more user time and advertising space expected to be captured [4] - In the short to medium term, GEO companies are positioned to benefit from a monetization vacuum as a significant portion of free traffic remains unmonetized [4] - Companies that are early adopters of GEO business and possess both technology and marketing expertise are likely to see rapid growth [4]

Core Viewpoint - The market is focusing on BlueFocus's developments in the AI marketing sector, highlighted by its significant stock price increase and recognition as a leading AI marketing agency [1] Group 1: Stock Performance - As of 10:55 AM, BlueFocus's stock rose by 20.02%, reaching a price of 20.62 yuan, with a total market capitalization of 74.03 billion yuan [1] - The company experienced a trading volume of 17.00 billion yuan and a turnover rate of 25.93% [1] Group 2: Business Developments - BlueFocus has received multiple awards for being a top AI marketing agency, indicating strong industry recognition [1] - The company reported impressive revenue from overseas advertising placements, showcasing its successful international expansion [1] - BlueFocus is focusing on AI agents and GEO business directions, enhancing its service offerings [1] Group 3: Strategic Partnerships - The company has deepened its collaboration with Volcano Engine, integrating AI and cloud computing technologies to transform marketing content production and service models [1] - Volcano Engine will be the exclusive AI cloud partner for the 2026 Spring Festival Gala of China Central Television, indicating a significant partnership [1] Group 4: AI Innovations - BlueFocus's AI-driven revenue has seen substantial year-on-year growth, with its self-developed platform covering most marketing work scenarios [1] - The company has incubated over a hundred AI agents, contributing to improved business efficiency and cost reduction [1]

报告导读： 随着大模型技术爆发，流量入口随之迁徙， GEO 营销新范式快速起量。 AI 带来流量入口迁移，催生 GEO 营销。 GEO 出现的根本原因在于 AI 带来流量入口的转移，从而营销入口及方式也随之迁移。 PC 互联网到移动互联网， 再到 AI 时代，流量入口和用户行为都在不断演变。用户信息获取渠道由谷歌百度等传统搜索引擎，迁移至抖音小红书等社媒平台，再到 DeepSeek 、豆包、 Kimi 等 AI 平台。搜索框不再是通往网页列表的入口，而是通往即时知识合成的界面。营销角度自然希望品牌和内容能在生成式引擎的对话结果中露出， GEO 随之诞生。 风险提示： 商业化不及预期、大模型用户增长不及预期、广告主缩减预算。 报告来源 GEO 的本质是优化广告内容，使其被 AI 搜索平台引用。 传统搜索和 AI 搜索时代，营销服务商核心工作都是基于平台算法规则，对广告内容进行优化，从 而使得广告内容在用户面前实现有效露出。传统搜索对应的优化方式叫 SEO （搜索引擎优化），核心机制是匹配。用户搜索关键词，搜索引擎进行匹配链 接， SEO 的核心是将广告链接排名靠前。 AI 搜索对应的优化方式是 GEO ，核心机 ...

Core Viewpoint - The AI marketing sector in the A-share market is experiencing significant activity, with multiple stocks hitting the daily limit up, indicating strong investor confidence in the commercialization of AI technology in marketing [1] Group 1: Market Performance - The AI marketing sector has seen a surge in stock prices, with several companies reporting daily gains of over 10% [1] - Notable performers include: - Liou Co., Ltd. (002131.SZ) with a stock price of 7.46 yuan and a daily increase of 10.03% [1] - BoRui Communication (600880.SH) at 6.47 yuan, also up by 10.03% [2] - Zhewen Interconnection (600986.SH) at 9.76 yuan, gaining 10.03% [3] - YiDianTianXia (301171.SZ) with a stock price of 52.69 yuan, up by 20.00% [4] - Tianlong Group (300063.SZ) at 10.85 yuan, increasing by 20.02% [6] - Kunlun Wanwei (300418.SZ) at 54.02 yuan, with a daily rise of 19.99% [8] - BlueFocus Communication Group (300058.SZ) at 17.18 yuan, up by 14.08% [9] Group 2: Company Highlights - Liou Co., Ltd. focuses on self-developed AIGC advertising material standards and tools, with its LEOAIAD platform enhancing AI-driven marketing [1] - BoRui Communication has upgraded its "Smart Creation Communication" AIGC platform to offer intelligent production services [2] - Zhewen Interconnection launched the "HochiGEO" intelligent system for monitoring AI search platforms [3] - YiDianTianXia is a global mobile marketing platform leveraging AI technology for overseas marketing [4] - Tianlong Group integrates AI technology into its digital marketing and fine chemical business [6] - BlueFocus Communication Group is embracing AIGC to drive intelligent upgrades across the marketing chain [9] - HuiChen Co., Ltd. specializes in AI-driven data analysis for commercial clients [10] - Qingmu Technology focuses on e-commerce data marketing, utilizing AI to enhance operational effectiveness [12] - ZhiDeMai operates a consumer content community, empowering content creation and marketing through AIGC technology [13]

Core Insights - The article emphasizes the need for businesses to adopt AI as a "second marketing team" to enhance brand visibility and conversion rates in the new marketing era driven by generative AI [1][4][16] Group 1: AI Marketing Strategy - Huang Bo, founder of Huameng New Media, suggests that every company should have its own AI marketing team to leverage AI as a growth engine [1][4] - The concept of GEO (Generative Engine Optimization) is introduced as a strategy to optimize content for AI search engines, making it easier for brands to be recommended by AI [4][12] - The article outlines a three-step approach for implementing GEO optimization: deepening semantics, providing data, and establishing authority [4][12] Group 2: AI Integration and Tools - Huameng New Media has integrated AI technology across various marketing sectors, including live streaming, short video marketing, and private domain marketing, achieving significant results for clients [3][4] - The "GEO Intelligent Customer Acquisition + AI Super Intelligent Agent" platform has been developed to enhance customer acquisition through AI-driven strategies [4][10] - The AI creation platform within this system can increase content production efficiency by 40 times and reduce content creation costs by 80% [11][10] Group 3: Performance Metrics and Outcomes - The platform aims to achieve a 70% share in AI recommendation results for core business keywords by 2025, addressing the challenge of content visibility [12][15] - The AI intelligent agent system automates customer engagement, improving lead filtering efficiency by 85% and reducing decision-making cycles by 40% [13][14] - The overall strategy is projected to lower customer acquisition costs by over 70% and increase lead volume by seven times [15][16] Group 4: Future Outlook - Huang Bo envisions AI as a long-term growth engine for brands, shifting the marketing paradigm from passive customer acquisition to proactive engagement [16] - The strategic implementation of AI is expected to redefine marketing logic, allowing businesses to thrive in a competitive landscape driven by AI [16]

Core Insights - The article emphasizes the transformative impact of AI on overseas marketing, particularly in content production and influencer marketing, marking a shift in business paradigms [1][4][8] Group 1: AI's Impact on Marketing - In 2025, AI models demonstrated significant value in overseas marketing, with practical cases showing brands achieving over 300 million exposures through AI-driven influencer matching [1][4] - AI has penetrated various marketing scenarios, with influencer marketing's AI penetration rate reaching 73%, and programmatic advertising entering a new phase driven by large models [2][4] - AI's capabilities in content production have drastically improved efficiency, with generative AI increasing content production speed by five times and enhancing conversion rates by 30% through dynamic creative optimization [4][8] Group 2: Case Studies and Practical Applications - A robot brand achieved over 300 million exposures in the U.S. market by utilizing AI for influencer matching, demonstrating the effectiveness of AI in enhancing marketing efficiency [7][8] - Uniqlo's targeted marketing for overseas tourists resulted in a 234% click-through rate by leveraging AI for user segmentation and dynamic location-based services [9][11] - SHEIN utilized AI to enhance its marketing efficiency, achieving a 30% increase in user interaction rates and a 40% rise in purchase conversion rates through data-driven solutions [11][12] Group 3: Future Trends and Developments - The emergence of "SuperAgent" signifies a new standard in marketing, capable of solving complex problems and driving self-evolving marketing strategies [13][14] - AI is shifting influencer marketing from emotional collaboration to rational operations, enabling precise quantification of influencer contributions and optimizing advertising strategies [14][15] - The upcoming global intelligent marketing ecosystem summit by iFLYTalent aims to explore the new possibilities of AI-driven marketing, focusing on the integration of SuperAgent in various marketing scenarios [3][15][16]

Core Viewpoint - The growth of the media and internet industry in China is driven by performance and AI empowerment, with a focus on increasing AI investments and the long-term benefits of core internet assets in the Hong Kong stock market [1] Group 1: Film Industry - The performance of imported films has been strong, with a significant year-on-year increase in box office revenue [2] - In December 2025, the national box office reached 3.713 billion yuan, a year-on-year increase of 57.93% and a month-on-month increase of 4.50% [2] - The film "Zootopia 2" achieved a monthly box office of 2.098 billion yuan, accounting for 56.5% of the total box office for the month [2] - A total of 83 films were released in December, representing a year-on-year increase of 43.10% and a month-on-month increase of 56.60% [2] - An estimated 29 new films are expected to be released in January 2026 [2] Group 2: Gaming Industry - The domestic gaming market achieved a record sales revenue of 350.789 billion yuan in 2025, with a year-on-year growth of 7.68% [3] - The user base reached 683 million, marking a year-on-year increase of 1.35% [3] - The mobile gaming market generated 257.076 billion yuan in revenue, with a year-on-year increase of 7.92% [3] - The client-based gaming market saw a significant revenue increase of 14.97%, totaling 78.16 billion yuan [3] - A total of 1,676 domestic game licenses were issued in 2025, a nearly 30% increase compared to the previous year [3] Group 3: Marketing Industry - The overall advertising market expenditure increased by 5.4% year-on-year from January to November 2025, with November showing a 16.6% year-on-year increase [4] - Specific industries such as telecommunications, personal care, entertainment, and IT services saw significant advertising expenditure growth, with increases of 86.1%, 62.0%, 22.9%, and 17.8% respectively [4] - Conversely, industries like pharmaceuticals, alcoholic beverages, and cosmetics experienced declines in advertising expenditure, with decreases of -14.6%, -10.3%, and -6.3% respectively [4] Group 4: AI Industry - Meta completed the acquisition of Manus, marking its third-largest acquisition since its inception [5] - Domestic AI company DeepSeek released two new models, achieving performance levels comparable to GPT-5 [5] - Two companies, Zhiyu Huazhang and MiniMax, are expected to go public in early 2026 after passing the Hong Kong Stock Exchange's listing hearing [5] Group 5: Investment Recommendations - Focus on Hong Kong internet companies with stable growth and improving profitability, particularly in the internet video platform sector and leading domestic AI video tool companies [6] - Emphasize AI applications and related industry chains, as well as content production sectors [6] - Consider traditional publishing companies that are exploring new business opportunities as the Lunar New Year approaches [6]

证券日报网讯1月6日，浙文互联（600986）在互动平台回答投资者提问时表示，公司数字文化、数字营 销均服务于消费市场的发展。比如，AI营销方面，公司HochiGEO聚焦"AI搜索"，助力大模型时代的搜 索引擎优化，帮助品牌信息精准触达目标用户，满足用户更好更高效的消费需求，在汽车、快消品领域 有较好的应用场景。数字文化方面，公司旗下星巢网络服务于游戏电竞文化出海，公司以此为抓手，持 续探索服务文化、电竞游戏、新消费、文博文创等形式的中华文化价值提升及出海路径。 ...

Core Insights - The rise of generative AI tools like DeepSeek and Kimi is transforming the flow of information from "webpage redirects" to "AI direct responses" [1] - Generative Engine Optimization (GEO) is emerging as a necessary marketing paradigm for brands to enhance their visibility and authority in AI-generated answers [1][2] Group 1: GEO Overview - GEO optimizes content's semantic expression, structure, credibility, and multimodal adaptability to increase brand information's citation rate and visibility in AI responses [1] - The essence of GEO is to systematically convert brand information into AI-understandable and trustworthy knowledge assets, enhancing brand visibility and conversion efficiency in an AI-dominated information landscape [1] Group 2: HochiGEO Development - The recently launched HochiGEO is built on the brand's AI content repository and integrates over 20 years of marketing methodologies to provide efficient Q&A training and content restructuring [2] - HochiGEO aims to not only influence AI responses but also to achieve stable exposure and dynamic adaptation of brand information, focusing on long-term knowledge system construction [2] Group 3: Market Potential - According to MarkNtel Advisors, the global SEO market is projected to reach $81.46 billion in 2024, with GEO expected to gradually take over and even reshape this market in the AI era [2] - The shift from traditional SEO, which relies on user clicks, to GEO, which ensures content is understood and trusted by AI, represents a significant evolution in marketing strategies [3] Group 4: Marketing Evolution - The transition to GEO is driving a shift in the marketing industry's business model from creative strategy and media services to integrated solutions that combine technology services [3] - GEO is positioned as a key solution to align with new user cognitive paths and habits, ultimately providing brands with broader visibility, more accurate recognition, and deeper understanding [3]