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吉宏股份(2603.HK)事件点评:依托GEO等技术 持续深耕小语种市场
Ge Long Hui· 2026-01-18 20:12
GEO(Generative Engine Optimization,生成式引擎优化)是适配生成式AI 信息检索范式的新型优化技 术,核心目标是通过系统性手段提升如品牌、产品、内容在AI 生成式搜索结果中的可见性、准确性及 权威性。 企业营销转向GEO 或将成为必然趋势。据Gartner 预测,至2026 年传统搜索引擎的搜索量将下降 25%; 至2028年,传统搜索引擎流量预计将下降 50%。用户正从"搜索-点击链接"转向通过豆包、DeepSeek、 Kimi 等AI 平台以对话获取答案。直接驱动企业营销预算从传统SEO 向GEO 的结构性倾斜。据AdAge 数据,2025 年国内65%的中大型企业已将GEO 纳入年度核心营销预算,较2024 年增长28pct。 技术升级与市场拓展双管齐下。依托GEO 等AI 技术,公司构建了场景、痛点、解决方案三位一体的结 构化商品语料库,结合社交媒体热点词语动态更新,可实现30 分钟内自动完成标题与脚本迭代。其 中,多模态GEO 技术能够同步生成文本、口播视频、图文卡片等多元化内容,全面覆盖网站搜索与推 荐核心入口,大幅提升营销效率。未来公司将重点打造GEO 技术矩阵与 ...
吉宏股份(02603):依托GEO等技术,持续深耕小语种市场
HUAXI Securities· 2026-01-18 13:10
Investment Rating - The investment rating for the company is "Buy" [1] Core Insights - The company is leveraging Generative Engine Optimization (GEO) technology to enhance visibility and accuracy in AI-generated search results, with a significant shift in marketing budgets expected towards GEO by 2025 [2][3] - The company has developed a structured corpus of product information that can dynamically update based on social media trends, allowing for rapid content iteration [3] - The AI system supports 28 languages, enabling localized marketing strategies that adapt to cultural nuances and consumer preferences in various regions [4] Financial Projections - Revenue is projected to grow from 76.38 billion CNY in 2025 to 122.78 billion CNY in 2027, with year-on-year growth rates of 38%, 28%, and 25% respectively [5] - Net profit is expected to increase from 2.69 billion CNY in 2025 to 5.15 billion CNY in 2027, with a compound annual growth rate of 38.3% [5] - Earnings per share (EPS) are forecasted to rise from 0.60 CNY in 2025 to 1.14 CNY in 2027, with corresponding price-to-earnings (PE) ratios of 22.2X, 14.9X, and 11.6X [5][8]