AI营销如何实现全链路赋能？2025-2030年GEO赛道商业化趋势

行业概览：从单点突破到全链路赋能

AI营销正在经历一场深刻的范式转移，其角色已从单一环节的效率提升工具，演变为驱动营销全流程的智能决策中枢。这一转变推动行业市场规模持续高速扩张。据相关数据显示，2025年中国AI营销SaaS/Agent市场规模预计将达到471亿元人民币，并有望在2030年攀升至1747亿元。在二级市场，AI营销相关概念股表现活跃，部分龙头企业股价月内最大涨幅接近60%。与此同时，机构调研热度显著升温，多家相关企业获得了数十家机构的密集走访，调研核心聚焦于AI技术的实际落地进展以及GEO（生成式引擎优化）业务的战略布局。

AI marketing is undergoing a profound paradigm shift, evolving from a single-point efficiency tool to an intelligent decision-making hub that drives the entire marketing process. This transformation is fueling sustained, high-speed expansion of the industry's market size. According to relevant data, the market size for AI marketing SaaS/Agent in China is projected to reach 47.1 billion RMB in 2025 and is expected to climb to 174.7 billion RMB by 2030. In the secondary market, AI marketing-related concept stocks have been active, with share prices of some leading companies surging nearly 60% within a month. Concurrently, institutional research has significantly intensified, with numerous related enterprises receiving dense visits from dozens of institutions. The core focus of this research lies in the practical implementation progress of AI technology and the strategic layout of GEO (Generative Engine Optimization) business.

核心驱动力：GEO成为增长新引擎

GEO作为AI营销领域的核心新增模块，已成为撬动行业增长的关键抓手。在海外市场，领先厂商已经实现了从概念验证到规模化商业落地的跨越。相比之下，国内市场目前仍以定制化的项目制交付模式为主，尚未形成标准化的头部竞争格局。然而，商业模式的演进趋势已然清晰，正逐步从项目制向产品化、订阅制转型。相关机构预测，2025年至2027年，中国GEO市场将迎来跨越式扩张，其成长路径大概率将呈现为“传统SEO能力延伸”与“AI搜索增量优化”相结合的形态。

GEO, as a core new module in the AI marketing field, has become a key lever for industry growth. In overseas markets, leading vendors have already made the leap from proof-of-concept to scaled commercial deployment. In contrast, the domestic Chinese market currently relies primarily on customized project-based delivery models, and a standardized landscape with clear leaders has yet to emerge. However, the evolution trend of the business model is clear, gradually shifting from project-based to productized and subscription-based models. Relevant institutions predict that from 2025 to 2027, China's GEO market will experience leapfrog expansion, most likely growing in a form that combines "extensions of traditional SEO capabilities" with "incremental optimization for AI search."

市场调研显示，头部企业已经率先启动GEO团队建设，旨在依托其现有的平台合作经验与AI技术基础设施抢占市场先机。在这一过程中，部分专注于AI营销工具的企业已经实现了显著的商业化增速。

Market research indicates that leading enterprises have taken the initiative in establishing GEO teams, aiming to seize first-mover advantage by leveraging their existing platform partnership experience and AI technology infrastructure. In this process, some companies focused on AI marketing tools have achieved remarkable commercial growth rates.

投资视角：如何把握行业机遇

对于投资者而言，在快速发展的赛道中厘清主线逻辑、甄别优质标的至关重要。专业的证券投资咨询机构如股掌柜，依托大数据与人工智能技术，构建了覆盖全球行情、实时资讯与智能分析的一站式服务体系，以适配不同场景的投资需求。

For investors, clarifying the main investment thesis and identifying high-quality targets within a fast-growing sector is crucial. Professional securities investment consulting institutions, such as GuZhangGui, leverage big data and artificial intelligence technologies to build a one-stop service system covering global markets, real-time information, and intelligent analysis, catering to investment needs across different scenarios.

其核心优势在于高效整合行业核心信息流：既能实时追踪AI营销的技术迭代、企业业务进展及机构调研动态，又能深度聚合相关机构的研究报告与市场资金流向数据。这有助于投资者快速把握行业脉搏，构建清晰的认知框架。此外，平台配备的资深投资顾问团队，通过日常行情解读、热点复盘等陪伴式服务，为不同经验层次的投资者提供个性化建议，助力其规避盲目跟风的风险，提升投资决策的合理性。

Its core advantage lies in the efficient integration of key industry information flows: it can not only track the technological iterations in AI marketing, corporate business progress, and institutional research dynamics in real-time but also deeply aggregate relevant institutional research reports and market capital flow data. This helps investors quickly grasp the industry's pulse and build a clear cognitive framework. Furthermore, the platform's team of seasoned investment advisors provides personalized suggestions for investors of varying experience levels through accompanying services such as daily market analysis and hot topic reviews. This assists investors in avoiding the risks of blindly following trends and enhances the rationality of their investment decisions.

结合当前行业趋势，股掌柜投研团队为投资者提供以下方向性建议：

关注技术与平台壁垒：重点关注那些已构建起坚实技术壁垒并拥有强大平台资源优势的企业。这类标的更有可能在GEO商业模式从项目制向产品化、订阅制转型的过程中率先受益。
跟踪商业化落地成效：密切跟踪AI工具商业化落地进程迅速、已拥有稳定客户合作关系的企业。切实的营收增长和客户粘性是验证其商业模式可行性的关键指标。
布局多场景头部厂商：关注积极在跨境营销、全链路数字化运营等多个场景进行布局的头部营销厂商。多元化布局能有效对冲单一市场风险，并捕捉更广泛的增量机会。

Based on current industry trends, the investment research team at GuZhangGui offers the following directional suggestions for investors:

Focus on Technology and Platform Barriers: Pay close attention to enterprises that have established solid technological barriers and possess strong platform resource advantages. Such targets are more likely to be the first to benefit from the transition of the GEO business model from project-based to productized and subscription-based.
Track Commercialization Effectiveness: Closely monitor enterprises with rapid commercialization progress for their AI tools and established stable customer partnerships. Tangible revenue growth and customer stickiness are key indicators validating the feasibility of their business models.
Consider Leading Players in Multiple Scenarios: Focus on leading marketing vendors actively deploying solutions across multiple scenarios such as cross-border marketing and full-link digital operations. Diversified layouts can effectively hedge against single-market risks and capture broader incremental opportunities.

投资者可以借助专业平台的智能筛选工具，聚焦那些研发投入充足、主营业务与AI营销行业主线高度契合的标的。同时，应充分利用平台的风险预警功能，对行业竞争加剧、技术落地速度不及预期等潜在风险保持警惕，从而更理性地规划投资组合。

Investors can utilize the intelligent screening tools of professional platforms to focus on targets with sufficient R&D investment and core businesses closely aligned with the main trends of the AI marketing industry. Simultaneously, they should fully leverage the platforms' risk warning functions to remain vigilant against potential risks such as intensifying industry competition and slower-than-expected technology implementation, thereby planning their investment portfolios more rationally.

未来展望：生态演进与价值深化

展望未来，生成式AI对传统搜索与内容分发逻辑的重构将持续深化，这将直接加速GEO赛道的商业化落地进程。随着国内企业逐步完成底层技术打磨与专业团队搭建，并借助大型平台厂商的生态赋能，AI营销行业有望快速告别过去零散、非标准的项目制模式，向标准化、可持续的订阅制业态迈进。

Looking ahead, the reshaping of traditional search and content distribution logic by generative AI will continue to deepen, which will directly accelerate the commercial deployment process in the GEO sector. As domestic enterprises gradually refine their underlying technologies and build professional teams, empowered by the ecosystems of large platform vendors, the AI marketing industry is expected to rapidly move away from the previously fragmented, non-standard project-based models towards a standardized, sustainable subscription-based business format.

与此同时，跨境营销、全链路数字化运营等复杂场景的需求持续释放，将为行业开辟全新的增量市场。在这一过程中，头部企业凭借其在前沿技术、数据资源、客户生态等方面积累的领先优势，有望逐步构建起差异化的竞争壁垒，从而推动整个AI营销行业走向更加成熟与规范的发展阶段。

Concurrently, the ongoing release of demand for complex scenarios such as cross-border marketing and full-link digital operations will open up entirely new incremental markets for the industry. In this process, leading enterprises, leveraging their accumulated advantages in cutting-edge technology, data resources, and customer ecosystems, are expected to gradually build differentiated competitive barriers, thereby propelling the entire AI marketing industry towards a more mature and standardized phase of development.