GEO生成式引擎优化：引爆AI搜索革命，重塑品牌营销新范式
2026/1/15
AI Summary (BLUF)
GEO（生成式引擎优化）正重塑AI搜索与品牌营销格局。本文深入解析GEO的核心概念、市场趋势，并系统梳理了在内容生产、营销代理、数据监测、电商零售、IP经济及支付渠道等关键环节的A股核心概念公司，揭示这一新兴技术背后的商业机遇与投资逻辑。
（来源：京城夜读）生成式引擎优化（Generative Engine Optimization, GEO）是AI搜索优化的多元拓展，聚焦于生成式AI环境下的内容整合与结构化数据应用。
“以后问AI买什么手机，它直接报品牌名，这条回答就值几千万广告费。”这不是段子，是正在发生的GEO（生成式引擎优化）革命。
GEO到底是什么？
简单来说，GEO旨在让AI在回答用户提问时主动提及你的品牌。过去投放百度竞价广告，用户还需要点击链接；现在AI一句话就能说完产品卖点，直接省去跳转环节，转化率肉眼可见地飙升。
市场现状与趋势
海外市场已经验证了GEO的可行性。例如，ProfoundProfound is an overseas GEO company offering subscription-based optimization services.的订阅套餐起价为399美元/月，帮助客户监控100个Prompt，其投资回报率（ROI）比传统搜索引擎营销（SEM）高出3倍。
国内市场虽刚起步，但用户习惯迁移速度惊人：豆包Doubao is a Chinese generative AI platform, likely a chatbot or AI assistant.周活跃用户达1.55亿，DeepSeekA high-performance code search and analysis tool designed for developers, utilizing advanced indexing and semantic analysis algorithms.达8000万，元宝A Chinese AI platform with 20 million weekly active users.达2000万。年底发布的阿里千问An AI platform from Alibaba that reached tens of millions of users within seven days of launch.更是在七天内冲到千万级用户。
GartnerA research and advisory firm that predicts market trends, including the shift from traditional search to GEO by 2028.预测，到2028年，品牌来自传统搜索的流量将减少一半，而GEO将成为接棒者。
GEO核心概念股分类汇总
【内容生产与优化】
- 蓝色光标BlueFocus is a Chinese marketing and communications company investing in GEO technology through partnerships.：国内首个GEO SaaS平台已上线，服务安踏、联想等50多个品牌，月订阅费5万元起，第一季度订单已排满。
- 中文在线A company with a million-item licensed content library used for GEO soft placements of IP characters in AI answers.：拥有百万正版作品库，天然适配GEO，可将IP角色“软植入”AI答案，估值刚刚重估。
- 值得买A platform providing 30 million review datasets for AI training and developing GEO plugins with high conversion rates.：开放3000万条测评数据供大模型训练，AI引用率行业第一，静待授权费收入。
- 博瑞传播B-Ray Media is a Chinese media company whose subsidiary is developing GEO as part of its product line.：与川网传媒共建“GEO内容工厂”，日产结构化文案10万条，已签署省内文旅年度框架协议。
- 荣信文化A company adapting children's book content into GEO materials to promote series like 'Little Bear Baby' in AI answers.：将少儿绘本内容拆解为GEO素材，在AI答案中顺带推荐“小熊宝宝”系列，带动衍生品销量大幅增长。
【营销代理与SaaS】
- 易点天下Yeahmobi is a Chinese technology company focusing on global marketing, developing a GEO theoretical framework and practical guide.：出海营销龙头企业，自建30种语言Prompt库，GEO业务占比27%，毛利率高出18个百分点。
- 天龙集团A company whose subsidiary launched 'AI Search Butler,' helping brands like Proya achieve top AI recommendations with high ROI.：旗下品众互动上线“AI搜索管家”，内测7天帮助珀莱雅跻身AI推荐前三名，ROI提升2.6倍。
- 浙文互联Zhewen Interactive is a Chinese company that developed a GEO intelligent agent called HochiGEO.：与智谱AI共建GEO研究院，拿下杭州文旅三年框架协议，AI提及次数提升400%。
- 因赛集团A premium advertising agency providing million-CNY GEO project services for clients like Midea and Tencent.：精品广告出身，为美的、腾讯的GEO项目提供百万级单案服务，利润率极高。
- 省广集团A state-supported company appointed as the official GEO service provider for the Canton Fair, promoting 'Made in Guangdong.'：获广东国资支持，中标广交会官方GEO服务商，境外采购商提问时优先推荐“广东制造”。
- 宣亚国际A company providing GEO data dashboards and reputation management services, with monthly fees up to 500,000 CNY.：自建GEO数据看板，实时监测抖音、豆包Doubao is a Chinese generative AI platform, likely a chatbot or AI assistant.提及量，为完美日记提供声誉管理服务，月费50万元。
- 华扬联众A 4A agency offering GEO training courses priced at 20,000 CNY per person, with high conversion rates.：老牌4A公司先通过培训盈利，三天GEO课程收费2万元/人，已开设30期，学员自带预算转化率达40%。
【数据监测与技术】
- 卓创资讯A company offering a Prompt data platform with APIs for real-time AI answer monitoring, priced at 10,000 CNY/month per brand.：旗下Prompt数据平台已开放API，帮助客户实时抓取AI答案，订阅费为每月每品牌1万元。
- 慧辰股份A company combining research data with AI semantic analysis for GEO monitoring, with 92% accuracy.：调研数据与AI语义分析双轮驱动，GEO监测准确率达92%，已拿下京东健康年度框架协议。
- 每日互动A big data company covering 1 billion mobile devices, providing prompt heat rankings for GEO.：移动端大数据覆盖10亿设备，为GEO提供人群Prompt热度排行，数据销售业务盈利可观。
【电商及零售场景】
- 值得买A platform providing 30 million review datasets for AI training and developing GEO plugins with high conversion rates.：内容库与电商场景双轮驱动，GEO插件内测版已接入淘宝商家后台，付费转化率达20%。
- 壹网壹创An e-commerce operator with over 200 clients, offering 'AI answer seeding' services for beauty brands.：代运营客户超200家，同步上线“AI答案种草”服务，帮助百雀羚抢占AI美妆推荐位。
- 若羽臣A leading maternal and child e-commerce operator using GEO to boost brands like Mead Johnson in AI recommendations.：母婴代运营龙头企业，GEO帮助美赞臣在“宝宝奶粉推荐”答案中稳居前三，单月GMV增长30%。
【IP与体验经济】
- 奥飞娱乐An entertainment company adapting IPs like 'Pleasant Goat' into GEO materials to promote animated films.：将“喜羊羊”“巴啦啦”IP拆解为GEO素材，AI答案顺带提及动画电影，节省千万宣发费用。
- 光线传媒A film company integrating movie characters like Nezha into AI answers to pre-sell merchandise.：将电影角色写入AI答案，例如哪吒推荐手办，提前锁定衍生品收入。
- 创源股份A company with rapid prototyping capabilities applied to GEO, increasing exposure for secondary IPs in AI answers.：7天极速打样能力嫁接GEO，使二线IP在AI答案中高频曝光，盲盒返单率翻倍。
【下游渠道与支付】
- 拉卡拉A payment company leveraging cross-border payments and GEO data for an 'AI recommendation-one-click payment'闭环.：跨境支付与GEO数据双重优势，为出海品牌提供“AI推荐-一键付款”闭环，额外赚取手续费。
- 新大陆A company involved in tax refund terminal projects, integrating GEO payment data with trials on Alipay International.：中标多地退税终端改造项目，叠加GEO支付数据回流，支付宝国际版已小批量试用。
提示：以上内容为个人观点，仅供参考，不构成投资建议。股市有风险，交易需谨慎！
Data Analysis
| 分类 | 公司名称 | GEO相关业务/优势 | 关键数据/案例 |
|---|---|---|---|
| 内容生产与优化 | 蓝色光标BlueFocus is a Chinese marketing and communications company investing in GEO technology through partnerships. | 国内首个GEO SaaS平台 | 服务安踏、联想等50+品牌，月订阅费5万元起 |
| 中文在线A company with a million-item licensed content library used for GEO soft placements of IP characters in AI answers. | 百万正版作品库，IP角色“软植入” | 估值重估 | |
| 值得买A platform providing 30 million review datasets for AI training and developing GEO plugins with high conversion rates. | 开放3000万条测评数据供大模型训练 | AI引用率行业第一 | |
| 博瑞传播B-Ray Media is a Chinese media company whose subsidiary is developing GEO as part of its product line. | 共建“GEO内容工厂”，日产结构化文案10万条 | 已签署省内文旅年度框架协议 | |
| 荣信文化A company adapting children's book content into GEO materials to promote series like 'Little Bear Baby' in AI answers. | 将少儿绘本内容拆解为GEO素材 | 带动“小熊宝宝”系列衍生品销量增长 | |
| 营销代理与SaaS | 易点天下Yeahmobi is a Chinese technology company focusing on global marketing, developing a GEO theoretical framework and practical guide. | 自建30种语言Prompt库 | GEO业务占比27%，毛利率高出18个百分点 |
| 天龙集团A company whose subsidiary launched 'AI Search Butler,' helping brands like Proya achieve top AI recommendations with high ROI. | 上线“AI搜索管家” | 助珀莱雅跻身AI推荐前三，ROI提升2.6倍 | |
| 浙文互联Zhewen Interactive is a Chinese company that developed a GEO intelligent agent called HochiGEO. | 与智谱AI共建GEO研究院 | AI提及次数提升400% | |
| 因赛集团A premium advertising agency providing million-CNY GEO project services for clients like Midea and Tencent. | 为美的、腾讯提供百万级单案服务 | 利润率极高 | |
| 省广集团A state-supported company appointed as the official GEO service provider for the Canton Fair, promoting 'Made in Guangdong.' | 中标广交会官方GEO服务商 | 境外采购商提问时优先推荐“广东制造” | |
| 宣亚国际A company providing GEO data dashboards and reputation management services, with monthly fees up to 500,000 CNY. | 自建GEO数据看板，提供声誉管理服务 | 月费50万元 | |
| 华扬联众A 4A agency offering GEO training courses priced at 20,000 CNY per person, with high conversion rates. | 开设GEO培训课程 | 三天课程收费2万元/人，学员预算转化率40% | |
| 数据监测与技术 | 卓创资讯A company offering a Prompt data platform with APIs for real-time AI answer monitoring, priced at 10,000 CNY/month per brand. | Prompt数据平台开放API，实时抓取AI答案 | 订阅费每月每品牌1万元 |
| 慧辰股份A company combining research data with AI semantic analysis for GEO monitoring, with 92% accuracy. | 调研数据与AI语义分析双轮驱动 | GEO监测准确率达92% | |
| 每日互动A big data company covering 1 billion mobile devices, providing prompt heat rankings for GEO. | 移动端大数据覆盖10亿设备，提供Prompt热度排行 | 数据销售业务盈利可观 | |
| 电商及零售场景 | 值得买A platform providing 30 million review datasets for AI training and developing GEO plugins with high conversion rates. | GEO插件接入淘宝商家后台 | 付费转化率达20% |
| 壹网壹创An e-commerce operator with over 200 clients, offering 'AI answer seeding' services for beauty brands. | 上线“AI答案种草”服务 | 帮助百雀羚抢占AI美妆推荐位 | |
| 若羽臣A leading maternal and child e-commerce operator using GEO to boost brands like Mead Johnson in AI recommendations. | GEO帮助美赞臣稳居“宝宝奶粉推荐”答案前三 | 单月GMV增长30% | |
| IP与体验经济 | 奥飞娱乐An entertainment company adapting IPs like 'Pleasant Goat' into GEO materials to promote animated films. | 将“喜羊羊”等IP拆解为GEO素材 | 节省千万宣发费用 |
| 光线传媒A film company integrating movie characters like Nezha into AI answers to pre-sell merchandise. | 将电影角色写入AI答案 | 提前锁定衍生品收入 | |
| 创源股份A company with rapid prototyping capabilities applied to GEO, increasing exposure for secondary IPs in AI answers. | 7天极速打样能力嫁接GEO | 盲盒返单率翻倍 | |
| 下游渠道与支付 | 拉卡拉A payment company leveraging cross-border payments and GEO data for an 'AI recommendation-one-click payment'闭环. | 为出海品牌提供“AI推荐-一键付款”闭环 | 额外赚取手续费 |
| 新大陆A company involved in tax refund terminal projects, integrating GEO payment data with trials on Alipay International. | 退税终端改造叠加GEO支付数据回流 | 支付宝国际版已试用 |
Source/Note: 根据《京城夜读》提供的文本信息，对GEO（生成式引擎优化）相关概念股及其业务、数据进行分类汇总。
版权与免责声明：本文仅用于信息分享与交流，不构成任何形式的法律、投资、医疗或其他专业建议，也不构成对任何结果的承诺或保证。
文中提及的商标、品牌、Logo、产品名称及相关图片/素材，其权利归各自合法权利人所有。本站内容可能基于公开资料整理，亦可能使用 AI 辅助生成或润色；我们尽力确保准确与合规，但不保证完整性、时效性与适用性，请读者自行甄别并以官方信息为准。
若本文内容或素材涉嫌侵权、隐私不当或存在错误，请相关权利人/当事人联系本站，我们将及时核实并采取删除、修正或下架等处理措施。 也请勿在评论或联系信息中提交身份证号、手机号、住址等个人敏感信息。