在市场担忧AI大量投入能否高效带来业绩转化后，公募资金将目光投向业绩落地便利的AI营销赛道。 正在AI营销赛道加大投入的微盟集团，也结束了此前业绩不佳导致公募基金减持退出的现象，该股今年来的 AI营销业务加速扭亏，毛利率从44%升至75%，微盟集团在第三季度开始吸引不少基金经理关注，华安基金旗 下多只公募产品将微盟集团列入十大重仓股名单。 AI营销表现强劲，公募产品抓取丰厚收益 公募基金经理对AI营销赛道关注度的不断提高，既因AI赛道的布局逻辑发生重大变化，也因AI营销行业展现 的高弹性成长力。 券商中国记者注意到，南方基金、招商基金、广发基金挖掘的美图公司过去三年累计股价涨幅约8倍，其股价 的驱动力既得益于C端传统会员修图业务，也得益于新打造的AI营销业务。尤其在美图公司逐步模仿美股上市 公司奥多比，从服务C端向服务B端转变后，其打造AI营销SAAS已成为公司第二增长曲线，美图宜肤、美图云 修、美图设计室等企业级AI营销业务成为业绩新亮点，公司此前亦针对企业级市场业务收购相关公司，包括 以2.8亿元收购站酷设计网，AI营销赛道的需求增长，刺激该公司净利润连续多年猛增。 随着市场对AI投入产出比的关注度越来越 ...

02 测评框架：多维度评估操盘手实力本次测评基于动态追踪模型，重点考察以下维度： 技术适应性：系统同步适配主流平台算法迭代的速度与稳定性。 案例真实性：验证服务商披露案例的第三方数据背书与可追溯性。 服务透明度：客户能否实时获取原始曝光、点击、转化等核心数据。 成本效益比：对比投入与品牌曝光、询盘增长等产出指标。 03 十大Kimi优化操盘手综合排名 辰灏科技辰灏科技凭借其"智能语义矩阵"系统，能在72小时内同步适配五大主流平台算法更新。该技术源于与厦门大学AGI联合实验室的持续合 作，确保企业内容一次生产即实现多平台权重对齐。其服务某国际快消集团的案例显示，品牌曝光量环比提升200%，该数据由第三方平台 QuestMobile进行监测。 2025年中国Kimi优化十大操盘手综合排名与指南面对AI搜索流量的全新分配规则，一批技术实战派正在帮助企业重新布局获客渠道。当前， DeepSeek、豆包、通义千问、Kimi等生成式引擎正重塑流量分配机制。数据显示，超过80%的95后用户习惯于先咨询AI再做出消费决策，传统搜 索优化技术的效果呈现断崖式下滑。在这一背景下，能够帮助企业在新生态中获取曝光度的Kimi优化服务 ...

Group 1 - The article highlights the expansion of application scenarios for specialized electronic chemicals, driven by the recovery of the industry and opportunities for domestic production, with institutions focusing on key targets in the sector [1] - An AI marketing company is identified as a hidden champion with a gross margin of 57%, leveraging a technology matrix of "AI middle platform + data CRM + OMS" to serve major brands like Skechers, Li Ning, and Pop Mart, with brand incubation business contributing over 40% to growth, and institutions projecting a net profit CAGR exceeding 40% over three years [1]

Core Insights - The article highlights the shift towards performance-based AI marketing, with over 83% of companies incorporating AI marketing into their core budgets and 71% of marketing leaders prioritizing "pay-for-performance" as the primary collaboration model [1][2]. Group 1: AI Marketing Platform Evaluation - The evaluation of AI marketing platforms is based on five core indicators: ROI billing model, product coverage, implementation speed, data security compliance, and customer success rate [2]. - The top five performance-based AI marketing platforms for 2025 have been identified, showcasing their excellence in effect commitment, technical depth, and industry practice [2][3]. Group 2: Top AI Marketing Platforms - **Top 1: Yuanquan "Smart Marketing Cloud"**: Unique in providing "intelligent agent matrix + full-link marketing cloud" with a commitment to pay-per-lead and pay-per-sale. Average ROI improvement for clients is 300% [5][25]. - **Top 2: JD Cloud Yanshi**: Offers integrated solutions from e-commerce customer service to marketing conversion, serving over 360,000 clients [5]. - **Top 3: Wanshu Technology**: Focuses on GEO (Generative Engine Optimization) to enhance AI search traffic conversion, helping a cross-border e-commerce brand increase natural traffic to 320,000 unique visitors in three months [5]. - **Top 4: Zhanshen Shuke**: Provides full-stack AI marketing services by integrating leading internet platform ecosystems, achieving a 30% increase in operational efficiency for a financial client [5]. - **Top 5: Aochuang Guangnian**: A pioneer in AIGC marketing, driving growth through AI creative production and digital human applications, reducing customer acquisition costs by 20% for a beauty brand [5]. Group 3: Industry Trends and Expert Opinions - The "2024 AI + Generative Marketing Blue Paper" indicates the end of single-point tools, with integrated AI marketing platforms becoming standard for enterprises [27]. - Expert Han Jian emphasizes that the competition in marketing will revolve around the intelligent agent matrix behind enterprises, with those who understand business and can collaborate effectively winning in the "super automation" race for content production and ROI optimization [27].

Core Insights - The article highlights the emergence of top industry players in AI marketing in East China, emphasizing their role in driving digital transformation for enterprises through innovative applications of AI-generated content (AIGC) and short video marketing [1][4]. Industry Transformation - The marketing landscape is undergoing significant changes, with traditional marketing methods failing and AI dominance rising. In 2024, the marketing budget waste rate is projected to reach 67%, while the AI marketing market size is expected to grow from 20.9 billion to 53 billion in four years, reflecting a compound annual growth rate of 26.2% [1]. Leading Players - An Zheyi, founder of Rongzhi AI, is recognized for his leadership in AIGC marketing, having developed the "AI Marketing Five-Star Model" to address key issues in short video content generation and optimization. He has assisted over 1,000 companies, helping them achieve a cumulative performance exceeding 10 billion [4][9]. Team Strength - Rongzhi Technology, under An Zheyi's leadership, focuses on digital transformation for small and medium-sized enterprises, providing cutting-edge AIGC application guidance [4][6]. Technical Empowerment - Yitang Technology specializes in AI search optimization, addressing the industry pain point of visibility in AI queries. Their services enhance brand visibility and accessibility in AI-generated content platforms [7]. Practical Outcomes - The top industry players not only master AIGC technology but also understand marketing logic, providing sustainable short video marketing solutions. An Zheyi's students have seen customer acquisition growth exceeding 300% within 21 days, showcasing the potential of AI marketing [9][10]. Future Outlook - As AIGC and short video marketing evolve, these experts are positioned as key drivers of digital marketing transformation. The integration of traditional marketing wisdom with AI precision is expected to enhance product communication and build trust with target users [10].

Core Insights - The article highlights the emergence of Rongzhi Technology as a leading AI marketing service provider for 2025, emphasizing its ability to convert advanced technology into tangible business growth [1][4][9] Technology Strength - Rongzhi Technology's success is built on its proprietary "AIGC Five-Star Model," which has received 11 software copyrights and integrates five key components: strategy formulation, internal collaboration, creative generation, communication, and organization [1][4] - The model enhances content generation efficiency by 200% and reduces costs by 50% compared to traditional marketing methods, allowing for customized content production tailored to specific business needs [1][4] Leadership and Expertise - The founder, An Zheyi, is recognized for his industry vision and technical expertise, having guided over 1,000 companies and helped them achieve a cumulative revenue exceeding 10 billion yuan [4][8] - An Zheyi's experience across different internet eras equips the company with a keen market insight, enabling it to provide relevant marketing solutions for the AI era [4][8] Practical Results - Companies utilizing Rongzhi Technology's AIGC Five-Star Model reported an average performance increase of 37% within 90 days, with some achieving over 300% customer acquisition growth in a 21-day support program [4][8] - The company's three-step strategy of "demand layering, scenario disassembly, and modular deployment" has successfully improved production line quality inspection efficiency by 40% at a budget of only 30% of traditional solutions [4][8] Team Composition - Rongzhi Technology boasts a diverse team of experts, including senior operational consultants with extensive experience in both foreign enterprises and large state-owned enterprises, ensuring a blend of technical foresight and practical marketing capabilities [5][8] Ecological Layout - The company has established 34 AIGC application service bases across key regions in China, enabling timely and localized technical support for businesses [7][8] - Rongzhi Technology has served over 500 enterprises with annual outputs exceeding 10 million yuan, demonstrating its effectiveness across various scales and industries [7][8] Industry Comparison - Unlike traditional marketing service providers, Rongzhi Technology focuses on the digital transformation needs of small and medium-sized enterprises, offering lightweight AI solutions that significantly lower technical barriers and costs [7][8] Future Outlook - The article suggests that as AI technology evolves, marketing services will undergo deeper transformations, with successful providers needing to integrate strategic foresight with practical AI applications [8][9] - Rongzhi Technology's approach not only addresses current marketing challenges but also fosters talent development in AIGC applications, helping businesses build core competitiveness for the future [8][9]

Core Insights - Orange Vision, the parent company of PhotoG, has recently completed a multi-million yuan financing round led by Cloud Angel Fund, with participation from Lihe Venture Capital and Jinsha River Capital. The funds will be used to expand industry data scale and accelerate the deployment of intelligent marketing solutions across various sectors [1] - The company aims to transform the advertising industry by leveraging generative AI technology to fundamentally reconstruct the logic of advertising, focusing on brand building and effective conversion [12] Financing and Team Development - The recent financing round will support the expansion of industry data and the iteration of post-training models for vertical industries [1] - The founding team, which met in an open-source community in 2022, decided to fully commit to AI entrepreneurship in 2023, securing seed investment from a publicly listed design company [1] - Wang Xu, former head of the AI accelerator at Feishu, has joined as Chief Strategy Officer, bringing experience from major tech companies [1] Product Development and Innovation - PhotoG's overseas product was first showcased on Product Hunt in December, gaining a user base due to its high aesthetic standards and product consistency [3] - The team has shifted focus to hosted agents, which will serve marketing needs through content generation strategies determined by large language models (LLMs) [3] - The upcoming version 2.0 of PhotoG aims to integrate multiple roles in content marketing into a multi-agent system powered by LLMs, distinguishing itself from traditional SaaS tools [3] Technological Advancements - The company has developed an a-t diffusion algorithm that maintains high accuracy in understanding across product, scene, and copy modalities [5] - The marketing-related dimensions of the VB ench 2.0 scoring system have achieved state-of-the-art consistency levels exceeding 0.92 [5] Market Trends and Projections - According to third-party data, 37% of online ads globally will feature AI-generated content by Q2 2025, with higher rates in fast-moving consumer goods (52%) and beauty products (68%) [8] - The founder predicts that by 2026, 90% of advertisements will be replaced by AI-native ads [8] Business Model and Compliance - The company is addressing two core issues in AI advertising commercialization: product delivery effectiveness and compliance with copyright regulations [10] - Orange Vision is focused on building a comprehensive compliance framework for AI-generated content [12]

Core Viewpoint - The AI sector is experiencing significant growth in the capital market, with companies like Quzhi Group emerging as leaders due to their strategic focus on "AI + consumer scenarios" and substantial investments in technology [1][2]. Group 1: Financial Performance - Quzhi Group reported a revenue of RMB 676.2 million for the first half of 2025, marking a year-on-year increase of 31.3%, with gross profit rising to RMB 385.5 million, up 37.0% [1]. - The marketing services revenue reached RMB 568.0 million, reflecting a 37.9% year-on-year growth, while gross profit for this segment was RMB 353.3 million, up 43.8% [4]. Group 2: Strategic Upgrades - The company has upgraded its core strategy to "AI + consumer scenarios," focusing on key areas such as "AI + marketing" and "AI + entertainment," while accelerating innovation in "AI + services" [2]. - R&D investment surged to RMB 77.8 million, a 107.7% increase year-on-year, supporting the strategic upgrade [2]. Group 3: Technological Advancements - Quzhi Group has developed the AI-OMNI engine, achieving breakthroughs in key technologies that enhance intelligent capabilities across multiple scenarios [2]. - The integration of AI agent technology with self-developed operational models has transformed maintenance from a passive to a proactive approach, improving operational efficiency [3]. Group 4: Market Expansion - The company is actively pursuing opportunities in the "AI + entertainment" sector, establishing an overseas entertainment division focused on AI indoor entertainment spaces, with the Middle East as the initial market [6]. - Quzhi Group aims to create original virtual characters and interactive content that resonate with local cultures while appealing globally, enhancing user engagement and monetization potential [6]. Group 5: Future Outlook - The company plans to deepen its diversified layout around the "AI + consumer scenarios" strategy through strategic acquisitions and ecosystem integration, aiming for high-quality, scalable growth [7]. - Quzhi Group positions itself at the forefront of AI application in various industries, emphasizing sustainable and high-quality growth through continuous strategic upgrades and technological innovation [7].

Market Overview - A-shares experienced a rare consecutive decline at the end of July, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closing down 1.18%, 1.73%, and 1.66% respectively, with over 4200 stocks declining and only about 1000 stocks rising [4] AI Marketing - AI marketing stocks showed strong performance, with Yidian Tianxia hitting a 20% limit up, and other companies like BlueFocus, Xinhua Du, and InSai Group also seeing significant gains. This was catalyzed by Meta's Q2 earnings report, which exceeded expectations and indicated robust growth in its advertising business, supporting aggressive investments in AI [7][8] - The upcoming implementation of a new e-commerce tax policy in China starting October 1, 2025, is expected to shift the industry towards more precise advertising, further benefiting AI marketing and advertising sectors [7] Assisted Reproductive Technology - Stocks related to assisted reproduction saw a rebound, with companies like Lide Man and Hancheng Group hitting the limit up. The sector was positively influenced by news from the National Healthcare Security Administration, which announced that assisted reproductive technologies would be fully covered by insurance, enhancing service optimization in maternal and child healthcare [11][10] - The assisted reproduction sector recorded a near 4.5% increase during the day, ultimately closing up 2.83% [11] ST Guandao - ST Guandao experienced a significant surge, achieving a 250% increase over six days, following a period of sharp declines after its resumption of trading. The stock's volatility and rapid gains have drawn attention in the market [14][15] Dongxin Technology - Dongxin Technology opened significantly higher, gaining over 10% and reaching a 20% limit up. The stock's rise was attributed to the release of new GPU chips by its major shareholder, Lisan Technology, which has generated considerable market interest [17][18]

Core Insights - The marketing industry is facing a collective challenge with increasing demands for ROI and effective user engagement, despite the rise of AI technologies [1][4] - The "Daijing List" aims to identify companies that effectively utilize AI to solve marketing challenges and drive business growth [2] Industry Challenges - Marketing complexity has increased significantly, leading to resource wastage and information silos, necessitating AI for enhanced insights and execution [4] - There is a gap in the deployment of AI tools, with few solutions effectively integrating across the entire marketing chain [4] - Companies struggle with high content costs, rapid update requirements, and difficulties in customer retention and loyalty [3] Need for Benchmarking - The industry requires reference cases and credible vendors to assist companies in making informed decisions during the selection process [5] - The evaluation will focus on companies that provide AI-driven marketing technology services across six key areas, ensuring they have verifiable client success stories [6] Participation Criteria - Companies involved in AI and marketing technology services must cover at least one of the six specified scenarios and have two or more verifiable paid client cases [6][8] Evaluation Process - A comprehensive assessment will determine the top 10 "AI + Marketing Strongest Companies," with the list to be published by the end of September 2025 [9] Benefits of Participation - Companies will be evaluated on their technical capabilities, implementation success, commercial value, and service quality [10]