景德镇鸡排哥的爆火，给所有营销人上了一堂" 流量觉醒课 "—— 他靠"痛苦面具炸鸡排"8天涨粉8.8万 ， 连 AI 都追着给他喂流量 ；而拿着百万预算的营销人，却还在为搜索结果排不上首页发愁。 更气人的是，他的"三秒递鸡排法"被AI拆成服务案例，"炸不好就砸锅"的碎碎念成了AI推荐金句，而我们花300万拍的品牌故事，AI连看都不看一眼。 原来不是我们不会做营销，是我们没搞懂： 2025年的流量，早被AI按"能不能拆"的标准重新分配了。 其实他能火，不是运气好，而是无意间踩中了生成式引擎优化（GEO）的3个核心真相。这3个真相，决定着2025年你的营销预算能不能花在刀刃上。 今天这篇，所有还在为流量焦虑的营销人，建议认真读到最后。 一、鸡排哥的"流量密码" 藏在生成式引擎的算法里 很多品牌学鸡排哥，只看到了"碎碎念金句""学生优惠"，却没看懂他无意间踩中的GEO（Generative Engine Optimization）三大红利： • 情绪标签自动化抓取 ："炸不到位无法原谅自己"的匠人语录，被AI自动归类为"责任感""幽默"标签，当用户搜索"有态度的小吃摊"时优先推荐； • 流程场景化拆解 ："三秒递鸡 ...

格隆汇9月30日丨三人行(605168.SH)投资者互动平台表示，公司近期与深圳市科通技术股份有限公司 （以下简称"科通技术"）签订了《战略合作框架协议》，并于2025年8月27日签署了对科通技术投资的 协议。科通技术作为知名的芯片应用设计与分销服务商，拥有丰富的芯片原厂资源，作为NVIDIA（英 伟达）中国区总代理可提供英伟达高端GPU等关键AI芯片产品，保障算力中心业务中算力需求的硬件 基础，同时提供芯片应用技术支持。科通技术不仅是NVIDIA（英伟达）中国区总代理，还与全球80余 家领先的芯片原厂紧密合作，覆盖全球主要芯片厂商以及众多国内芯片厂商，获得了Xilinx（赛灵 思）、AMD（超威半导体）、Intel（英特尔）、SanDisk（闪迪）、Osram（欧司朗）、Microchip（微 芯）、Skyworks（思佳讯）、瑞芯微、全志科技、兆易创新等国内外知名原厂的产品线授权，构建起完 备的AI芯片矩阵。经过多年发展，科通技术沉淀了深厚的应用技术与丰富的产业资源，业务下游主要 覆盖智能汽车、数字基建、工业互联、能源控制、大消费等五大领域。三人行多年来持续为大型国有汽 车主机厂、三大电信运营商、大型国有 ...

Group 1 - The core viewpoint of the articles highlights the performance of the China-Hong Kong-Macau gaming and cultural media index, with mixed results among constituent stocks, particularly noting the rise of China Ruyi and the decline of China Film [1][2] - The AI-generated short drama "In My Heart, You Are Unique" premiered on September 15, showcasing the potential of AI in content creation, with episodes lasting no more than 2 minutes and featuring AI-generated characters [1] - Huayuan Securities suggests focusing on AI applications with revenue-generating structures, particularly in education, e-commerce, marketing, gaming, and short dramas, indicating a clear shift in industry progress [1] Group 2 - The China-Hong Kong-Macau gaming and cultural media index comprises 50 listed companies involved in gaming, film, broadcasting, marketing, publishing, education, and cultural performances, reflecting the overall performance of this theme in the markets [2] - As of August 29, 2025, the top ten weighted stocks in the index include Kuaishou-W, Tencent Holdings, and Bilibili-W, collectively accounting for 54.14% of the index [2]

Core Viewpoint - The company has rebranded itself as "Shaanxi Hanxiang Urban Marketing Co., Ltd." to adapt to market conditions and expand its business scope beyond real estate marketing [2] Group 1: Company Overview - The company is the first in Shaanxi to adopt the term "urban marketing," which is derived from the concept of "national marketing" proposed by Philip Kotler [2] - The new business philosophy combines the ideas of Guiguzi and American management expert Scott McKain, aiming to provide higher-dimensional marketing services related to urban development [3] Group 2: Business Modules - **Real Estate Agency**: Offers comprehensive marketing services from site selection to liquidation, including marketing consulting, sales agency, online sales, and special property sales [4] - **Cultural Tourism Planning**: Focuses on tourism project planning, online sales, cultural resource activation, and the commercialization of cultural IP [5] - **Live Performance Creation**: Provides full-service planning and execution for immersive night performances in cities or large scenic areas, including scriptwriting, directing, and stage construction [6] - **Local Specialty Marketing**: Aims to enhance the value of local products such as food, tea, and handmade goods by tapping into local culture [7] - **City Brand Promotion**: Extracts and promotes city brands based on cultural heritage and resource endowments through multi-dimensional communication [8] - **Public Relations Management**: Utilizes legal and compliant methods to manage public sentiment and mitigate negative publicity [9] Group 3: Strategic Collaborations - The company has established strategic partnerships with elite teams in the industry to leverage collective wisdom and integrate resources, particularly in cultural tourism planning and live performance creation [10]

Investment Rating - The report maintains a "Positive" investment rating for the media internet industry [10] Core Insights - The media internet industry continues its recovery trend, with revenue growth of 4.17% year-on-year in the first half of 2025, reaching 265.8 billion yuan [5][20] - The performance of different segments within the industry is accelerating in divergence, with significant improvements in profitability observed [5][20] - The gaming sector is experiencing a sustained recovery driven by new game releases and advancements in AI technology [6][38] - The internet sector shows steady growth in overall traffic, but performance varies significantly among companies [53] - The advertising market is showing signs of weak recovery, with certain segments like elevator advertising demonstrating resilience [7] - The film industry is under pressure, with box office performance declining significantly in the second quarter of 2025 [7] - The publishing sector maintains stable profitability despite a decline in the overall retail book market [8] Summary by Sections Overall Industry - The media internet industry achieved a revenue of 265.8 billion yuan in the first half of 2025, marking a 4.17% increase year-on-year [5][20] - The net profit attributable to shareholders reached 25.2 billion yuan, up 20.3% year-on-year [5][22] Gaming Sector - The gaming sector's revenue in Q2 2025 was 24.4 billion yuan, reflecting a year-on-year increase of 27.1% [6][38] - The net profit for the gaming sector in Q2 2025 was 3.8 billion yuan, showing a remarkable growth of 108.8% year-on-year [6][38] - The sector has seen nine consecutive quarters of year-on-year revenue growth since Q2 2023 [38] Internet Sector - The internet sector's revenue in Q2 2025 was 8.9 billion yuan, down 2.9% year-on-year, with a net profit of 0.83 billion yuan, a decline of 20.1% [53] - The overall mobile internet user base reached 1.267 billion by June 2025, with average monthly usage time exceeding 171 hours [47][50] Marketing Sector - The advertising market saw a slight increase of 0.6% year-on-year in overall spending, with elevator LCD and poster advertising growing by 11.0% and 9.2%, respectively [7] - The marketing sector's revenue in Q2 2025 was 49 billion yuan, up 9.0% year-on-year [7] Film Industry - The film box office in Q2 2025 was 4.82 billion yuan, a decrease of 34.7% year-on-year, leading to overall pressure on the film industry [7] Publishing Sector - The publishing sector's revenue in Q2 2025 was 34.33 billion yuan, down 11.9% year-on-year, while net profit was 5.03 billion yuan, up 7.1% [8]

Core Insights - The iPX2025 China Outbound Marketing Summit, hosted by impact.com, gathered over 600 participants to discuss how Chinese brands can reshape growth logic and achieve sustainable business in the context of AI technology and global market changes [1] - Jennifer Zhang, Managing Director of impact.com Greater China, emphasized the importance of "reshaping," steady "growth," and "co-prosperity" with partners as essential strategies for building global competitiveness for Chinese brands [1] Group 1 - The summit highlighted the evolution of Chinese brands over the past two decades, driven by breakthroughs in AI, the rise of high-end manufacturing, and innovations in smart hardware [1] - The underlying logic of this transformation is the partnership model, as contemporary consumers, especially Gen Z and younger generations, initiate their shopping journeys through social circles rather than traditional retail [1] - Community-driven and creator-led partner marketing is becoming a crucial entry point for brands to engage with younger users [1] Group 2 - Brands must proactively expand cooperation models and reshape performance marketing to build a more resilient and sustainable global ecosystem [2] - SAP's CRM cloud solutions expert emphasized that Chinese brands need to deepen their Direct-to-Consumer (DTC) strategy, shifting from transaction-centric to customer interaction-focused approaches [2] - AI-enabled user operations are key to marketing innovation, allowing brands to achieve personalized interactions and enhance customer lifetime value (CLV) through insights and predictive analytics [2] Group 3 - Participants noted a shift in outbound marketing strategies, moving from product-driven approaches to long-term brand establishment [2] - Brands need to focus on differentiated value, refined operations, and continuous user experience to win in the market [2] - Current outbound efforts are not just about product export but also about expressing global ideas and mindsets, requiring brands to integrate local user habits and content ecosystems for effective localization [2]

Core Viewpoint - WanKa YiLian's stock price increased by 7.29%, currently trading at 1.03 HKD, with a transaction volume of 16.1957 million HKD [1] Group 1: Company Developments - WanKa YiLian announced a comprehensive cooperation memorandum with Alibaba Cloud, effective August 29, 2025 [1] - The partnership will leverage Alibaba Cloud's Tongyi Qianwen large model and global cloud infrastructure, combined with WanKa YiLian's expertise in mobile advertising and smartphone ecosystem [1] - The collaboration aims to create "AI Marketing Intelligence" and "AI Smartphone Intelligence" as dual engines to promote the intelligent upgrade of the global marketing industry [1]

Summary of Key Points from the Conference Call Industry Overview - The AI Agent industry is experiencing increasing application penetration, with core components including user input, environmental sensors, control centers, and perception effectors, enabling autonomous decision-making and actions [1][3] - The global market for AI Agents is projected to reach $52.6 billion by 2030, with significant growth expected in high-frequency, structured data scenarios [1][7] Core Insights and Arguments - The AI industry has shown strong performance in the secondary market, particularly in AI computing themes such as Chiplet Packaging Optimization and liquid cooling [2] - AI Agents are categorized into general agents and industry-specific agents, with applications across gaming, healthcare, marketing, education, finance, and office environments [7] - In the gaming sector, AI is primarily used to enhance development efficiency, with 80% of surveyed developers reporting efficiency improvements of over 20% [8] - In healthcare, AI applications include medical imaging analysis and electronic medical record management, with the AI healthcare market in China expected to grow from 97.3 billion RMB in 2023 to 159.8 billion RMB by 2028 [9] - Marketing challenges such as customer insight and personalized marketing are being addressed through AI-driven data integration and personalized recommendations [10] Important but Overlooked Content - The current AI Agent architecture is based on large language models (LAM) and features a modular design that integrates perception, action, and core modules [6] - The three modes of human-AI collaboration are embedding, copilot, and agent modes, with the agent mode allowing AI to perform most tasks while humans set goals and evaluate outcomes [5] - Recent market dynamics indicate a high level of activity in the A-share market, with significant capital flow into consumer electronics and AI-related concepts, and a record high margin balance of 2.24 trillion RMB [16] - The Chinese government has issued policies to promote AI development, aiming for over 90% penetration of new intelligent terminals by 2030 [17][19]

Core Insights - The report emphasizes the rapid development and potential of AI Agents across various industries, highlighting their ability to enhance efficiency and automate tasks in sectors such as gaming, healthcare, marketing, education, finance, and office work [2][15][27][31][41][47]. Market Review - The A-share market saw a 1.9% increase during the week of August 25-29, with significant activity in sectors like optical modules and GPUs. The average daily trading volume reached 29.82 billion yuan, up by 3.975 billion yuan from the previous week [3][50]. - The report notes a decrease in the number of stocks rising daily, with 2,317 stocks up on average, down by 806 from the previous week. The number of stocks hitting the daily limit fell from 92 to 73, indicating a weakening profit effect [3][50]. Policy Dynamics - The State Council issued an opinion on the implementation of "Artificial Intelligence+" actions, aiming for widespread integration of AI in six key areas by 2027, with a target application penetration rate exceeding 70% for new intelligent terminals and agents [4][27]. - The Ministry of Industry and Information Technology released guidelines to promote the development of the satellite communication industry, supporting telecom operators in exploring high-orbit satellite applications [4][27]. Industry Trends - The report highlights the World Robot Conference and the approval of the "special edition" Blackwell AI chip for sale in China, indicating advancements in AI technology and robotics [5]. - In the AI gaming sector, AI is primarily focused on efficiency improvements, with future developments expected to introduce more native AI gameplay. A survey indicated that around 80% of game developers believe AI can enhance project efficiency by over 20% [25][26]. - The AI healthcare market is projected to grow from 97.3 billion yuan in 2023 to 159.8 billion yuan by 2028, with a compound annual growth rate of 10.5% [27][28]. AI Applications - AI in marketing addresses challenges such as customer insight and personalized marketing, with content generation being a prominent application. The report notes that young consumers increasingly value personalized experiences [31][32]. - In education, policies are actively promoting the integration of generative AI, with a focus on transforming teaching methods and environments [37][40]. - The financial sector is seeing continuous penetration of AI across various functions, particularly in risk management and compliance, with a shift towards edge deployment of AI models for enhanced data security [41][42]. AI Agent Investment Landscape - The global AI Agent market is expected to grow from $5.25 billion in 2024 to $52.62 billion by 2030, with a compound annual growth rate exceeding 40% [15]. - AI Agents are particularly suited for high-frequency, repetitive tasks, significantly reducing manual intervention and improving efficiency in structured data environments [15][19].

Core Insights - The company reported a significant increase in revenue and net profit for the first half of 2025, with total revenue reaching 1.22 billion yuan, a year-on-year growth of 11.58%, and a net profit of 22.88 million yuan, up 115.08% [1][2] Group 1: Financial Performance - The digital retail business emerged as a key revenue driver, generating 532 million yuan, a year-on-year increase of 32.16%, accounting for 43.65% of total revenue [1] - B2C revenue reached 348 million yuan, showing a substantial growth of 63.46%, while B2B revenue was 185 million yuan, experiencing a slight decline of 2.86% [1] Group 2: Business Development - The company deepened collaborations with key brand clients and increased investments in e-commerce channels, with community group buying and Pinduoduo generating revenues of 234 million yuan and 101 million yuan, respectively, reflecting year-on-year growth of 84.41% and 44.51% [2] - The company actively expanded new brand partnerships, including with paper products brand Nipiao and kitchen appliance brand Aishiyi [2] - Instant retail business achieved revenue of 37 million yuan, marking a remarkable growth of 285.45% [2] Group 3: Strategic Focus - The company has established a comprehensive experiential marketing service system, leveraging technology, creative design, and a nationwide execution network [2] - In 2025, the company aims to continue focusing on existing key clients while exploring new industries and clients, maintaining strict cost control [2] - As of the end of June, the company had a cash balance of 625 million yuan, providing a solid financial foundation for future market competition [2]