Soochow: AI marketing reconstructs the entire chain and GEO becomes a new growth driver.

Soochow released a research report stating that AI marketing replaces experiential driving with data intelligence driving, achieving precise delivery and efficiency improvement. The domestic AI marketing application market is expected to reach 97.6 billion yuan by 2029, with a CAGR of 36.5%. GEO (Generative Engine Optimization) as an emerging trend, targeting the dividend of AI search traffic distribution, the market size in 2030 may reach 24 billion yuan, with a high CAGR of 53%. Soochow's main points are as follows: AI Marketing: Using AI as a carrier to achieve full-chain digital reconstruction The essence of AI marketing is to upgrade marketing logic from "experience-driven" to "data intelligence-driven" using AI methods. AI marketing, with data and intelligence as its core, relies on technologies such as machine learning, natural language processing, and generative AI to accurately capture user needs and respond in real time, breaking the limitations of traditional marketing such as "scalable coverage" and "expansive operations". It achieves precise marketing delivery and efficiency improvement throughout the entire chain, not only personalized marketing for "thousands of people, thousands of faces," but also multi-dimensional and multi-journey marketing for "one person, thousands of faces." In different marketing stages of "strategic planning-execution transformation-growth optimization," AI marketing can mainly be divided into four core functions: data insight, content generation, process execution, and interactive assistance. AI Marketing Commercial Acceleration, Expected to Reach Trillion-Level Market Size 1) For service providers that integrate data insight, process execution, interactive assistance, etc., Software as a Service (SaaS) is one of the most common and mature carrier models for delivering commercial AI marketing intelligence. Currently, leading marketing SaaS services such as Salesforce, Tencent Business Point, MARKETINGFORCE, etc., have successfully integrated AIAgent technology and achieved positive results in commercial payments. 2) According to Frost Sullivan's prediction, the domestic AI marketing application market is entering a period of rapid growth, with the potential to reach a trillion-level scale in the medium to long term. In 2024, the revenue scale of the AI application market for marketing and sales decision-making in China was 20.6 billion yuan; driven by the demand for enterprise digital transformation, the growth of massive data, and technological progress, the market size is expected to reach 97.6 billion yuan by 2029, with a corresponding CAGR of 36.5% in the next 5 years. 3) Currently, domestic enterprise-level AIAgent service providers have formed a three-tier competitive ladder of "Internet Leading manufacturers, vertical category merchants, entrepreneurial companies breaking through within their original ecosystem, seeking breakthroughs with platform capabilities or differentiated technologies such as long text, code generation, voice interaction. AI Marketing New Trend, GEO Application Emerging 1) With the migration of traffic entry, GEO (Generative Engine Optimization) aims to significantly improve traffic acquisition efficiency by optimizing the visibility and credibility of content in AI generative engines. Compared to SEO (traditional search engine optimization), the essence of GEO is still the optimization of traffic distribution efficiency, but it has shifted from how to efficiently be recommended by traditional search platforms (catering to traffic ranking, keyword matching logic) to how to be recommended by AI search platforms (combining user semantic recognition, precise matching of more credible brands), and effectively shortening the consumer shopping process (questioning-recommendation-ordering). Compared to the simple and direct matching comparison of SEO, GEO is more suitable for high unit price, high information density purchasing decision scenarios, helping users combine multidimensional information references to complete order conversion. Currently, industry-leading brand marketing service providers such as Profound, Weimeng Xingqi, etc., have integrated technology capabilities with deep industry knowledge to help brands establish quantifiable competitive advantages in the new AI traffic ecosystem. 2) According to calculations by the Mio Marketing Science Institute, the domestic GEO marketing service market size in 2025 is 2.9 billion yuan, and it is expected to reach 24 billion yuan by 2030, with a corresponding CAGR of 53%. 3) The GEO market competition presents a characteristic of "technology-driven leading, deep cultivation of vertical scenes, and ecological-friendly coexistence", with different tier service providers occupying a place in the market based on differentiated advantages. Among them, e-commerce operation companies also actively strengthen GEO adaptation services on top of their original marketing business. AI Empowerment, Marketing Services Listed Companies Ride the Wave New Huadu Supercenter: In 2026, it released the strategic-level AI product "Maisan AI Intelligent Body Matrix," which has long-term marketing accumulation in areas such as graphic and video content generation, precise advertising delivery, user behavior data analysis, etc. Hangzhou Onechance Tech Corp.: From a "comprehensive e-commerce operation service provider" to an "expert + AI SaaS tool" AI e-commerce service model transformation, collaborated with Aliyun to develop the AIAgent intelligent business system, deeply involved in Ali's platform marketing activities. Qingmu Tec Co., Ltd.: Driven by self-owned brand incubation and AI + upgrade TP services, it has formed a synergistic closed loop and independently developed AI shopping steward "Qingmu Woodpecker" and "Qingling AI Center" platforms. MARKETINGFORCE: As a leading "AI + SaaS" intelligent marketing cloud platform in China, it has launched the Marketingforce platform and AI Agentforce center, possessing advantages in SaaS platformization in terms of the breadth of product lines and integrated capabilities. Risk Warning: Intensified industry competition, macro demand below expectations, technology development falling short of expectations.