614 lines
41 KiB
HTML
614 lines
41 KiB
HTML
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<title>深度研报：AI营销</title>
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<div class="background-glow"></div>
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<div class="container mx-auto p-4 md:p-8 lg:p-12">
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<!-- Header -->
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<header class="text-center mb-12 md:mb-20">
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<h1 class="text-5xl md:text-7xl font-bold tracking-tighter bg-clip-text text-transparent bg-gradient-to-br from-white to-blue-300">
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AI营销 深度研报
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</h1>
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<p class="mt-4 text-lg text-gray-400 max-w-3xl mx-auto">
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北京价值前沿科技有限公司 AI投研agent：“价小前投研” 呈现。本报告基于海量公开数据AI合成，观点仅供参考，投资需谨慎。
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</p>
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</header>
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<!-- Insight Section -->
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<section id="insight" class="mb-16">
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<h2 class="section-title mb-8">概念洞察 (Insight)</h2>
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<div class="grid grid-cols-1 lg:grid-cols-3 gap-6">
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<!-- Core View -->
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<div class="lg:col-span-3 glass-card p-6 md:p-8">
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<h3 class="sub-title flex items-center gap-3">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-blue-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 10V3L4 14h7v7l9-11h-7z" /></svg>
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核心观点摘要
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</h3>
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<p class="text-gray-300">
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AI营销已跨越纯粹的概念炒作阶段，进入了 <strong class="text-blue-300">技术商业化验证与产品密集落地的初期</strong>。其核心驱动力源自 <strong class="text-purple-300">“投放端”的效率革命</strong> 与 <strong class="text-green-300">“内容端”的成本颠覆</strong> 双轮驱动。当前市场正处于将海外成功模型（如AppLovin）映射至国内公司的关键时期，未来潜力巨大，但需警惕短期内的叙事宏大与实际落地进展之间的预期差。
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</p>
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</div>
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<!-- Core Logic -->
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<div class="lg:col-span-2 glass-card p-6 md:p-8">
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<h3 class="sub-title flex items-center gap-3">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-blue-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 3v2m6-2v2M9 19v2m6-2v2M5 9H3m2 6H3m18-6h-2m2 6h-2M12 6V3m0 18v-3" /></svg>
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核心逻辑：双轮驱动模型
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</h3>
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<div class="space-y-4">
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<div>
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<h4 class="font-semibold text-blue-300">1. 投放端效率革命 (“把钱花得更准”)</h4>
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<p class="text-gray-400 text-sm">当前商业价值最坚实的支撑。通过AI广告引擎（如AXON2.0），对海量用户数据进行高维度分析，实现预测性竞价和动态出价优化，大幅提升ROI。汇量科技的TargetROAS功能贡献流水已超 <strong class="text-white">60%</strong>，是直接证据。</p>
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</div>
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<div>
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<h4 class="font-semibold text-purple-300">2. 内容端成本颠覆 (“让物料更多更快更省”)</h4>
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<p class="text-gray-400 text-sm">由AIGC技术带来的降本增效变革。可将短视频素材制作成本降低 <strong class="text-white">60%-70%</strong>（快手），营销内容成本降低 <strong class="text-white">30%-50%</strong>（亿滋集团），使广告主能以更低成本、更高频率测试和迭代营销素材。</p>
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</div>
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<div>
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<h4 class="font-semibold text-yellow-300">预期差分析：重“内容”轻“投放”</h4>
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<p class="text-gray-400 text-sm">市场普遍关注数字人、文生视频等AIGC应用，但当前真正驱动业绩爆发的是技术壁垒更高的 <strong class="text-white">投放端AI引擎</strong>。利欧股份明确指出其研发重点在占业务90%以上的投放端，这是一个关键的预期差。</p>
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</div>
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</div>
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</div>
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<!-- Catalysts -->
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<div class="glass-card p-6 md:p-8">
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<h3 class="sub-title flex items-center gap-3">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-blue-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M17.657 18.657A8 8 0 016.343 7.343S7 9 9 10c0-2 .5-5 2.986-7.C14 5 16.09 5.777 17.657 7.343A8 8 0 0117.657 18.657z" /></svg>
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关键催化剂
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</h3>
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<ul class="space-y-3 text-sm text-gray-300 list-disc list-inside">
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<li><strong class="text-white">近期 (3-6个月):</strong>
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<ul class="list-disc list-inside pl-4 text-gray-400">
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<li>标杆公司业绩持续验证 (AppLovin, 汇量科技)</li>
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<li>重磅产品发布 (迈富时8月Agent发布会)</li>
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<li>电商大促“AI战报” (双十一GMV增长数据)</li>
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</ul>
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</li>
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<li><strong class="text-white">长期:</strong>
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<ul class="list-disc list-inside pl-4 text-gray-400">
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<li>技术从工具化赋能向Agent化执行演进</li>
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<li>商业模式从SaaS收费向“AI成果付费”变革</li>
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</ul>
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</li>
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</ul>
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</div>
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</div>
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<!-- Development Path Chart -->
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<div class="mt-6 glass-card p-6 md:p-8">
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<h3 class="sub-title flex items-center gap-3">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-blue-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M7 12l3-3 3 3 4-4M8 21l4-4 4 4M3 4h18M4 4h16v12a2 2 0 01-2 2H6a2 2 0 01-2-2V4z" /></svg>
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未来发展路径
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</h3>
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<div id="developmentPathChart" style="width: 100%; height: 400px;"></div>
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</div>
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<!-- Industry Chain & Risks -->
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mt-6">
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<div class="glass-card p-6 md:p-8">
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<h3 class="sub-title flex items-center gap-3">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-blue-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 11H5m14 0a2 2 0 012 2v6a2 2 0 01-2 2H5a2 2 0 01-2-2v-6a2 2 0 012-2m14 0V9a2 2 0 00-2-2M5 11V9a2 2 0 012-2m0 0V5a2 2 0 012-2h6a2 2 0 012 2v2M7 7h10" /></svg>
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产业链图谱
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</h3>
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<ul class="space-y-2 text-sm">
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<li><strong class="text-purple-300">上游：AI基础能力层</strong><p class="text-gray-400 pl-4">大模型提供商 (火山引擎, 智谱AI, 百度), 数据与算力 (华为云, 阿里云)。</p></li>
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<li><strong class="text-blue-300">中游：AI营销解决方案 (核心)</strong><p class="text-gray-400 pl-4">出海龙头 (易点天下, 蓝色光标), 综合集团 (利欧股份), AI原生工具商 (天娱数科)。</p></li>
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<li><strong class="text-green-300">下游：广告主与应用平台</strong><p class="text-gray-400 pl-4">电商 (京东, 阿里), 游戏 (腾讯游戏), 媒体平台 (抖音, 快手, 百度)。</p></li>
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</ul>
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</div>
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<div class="glass-card p-6 md:p-8">
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<h3 class="sub-title flex items-center gap-3">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-blue-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" /></svg>
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潜在风险与挑战
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</h3>
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<ul class="space-y-2 text-sm text-gray-300 list-disc list-inside">
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<li><strong class="text-white">技术风险:</strong> 模型幻觉与行业知识缺乏, 技术同质化。</li>
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<li><strong class="text-white">商业化风险:</strong> 成本与定价难题, 市场接受度待考。</li>
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<li><strong class="text-white">政策与竞争风险:</strong> 监管趋严 (打击AI仿冒), 赛道竞争加剧。</li>
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<li><strong class="text-white">信息交叉验证风险:</strong> 警惕夸大宣传, 营收增长的AI归因需甄别。</li>
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</ul>
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</div>
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</div>
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<!-- Conclusion & Investment Insights -->
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<div class="mt-6 glass-card p-6 md:p-8">
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<h3 class="sub-title flex items-center gap-3">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-blue-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9.663 17h4.673M12 3v1m6.364 1.636l-.707.707M21 12h-1M4 12H3m3.343-5.657l-.707-.707m2.828 9.9a5 5 0 117.072 0l-.548.547A3.374 3.374 0 0014 18.469V19a2 2 0 11-4 0v-.531c0-.895-.356-1.754-.988-2.386l-.548-.547z" /></svg>
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综合结论与投资启示
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</h3>
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<div class="space-y-4 text-gray-300">
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<p>AI营销正处在 <strong class="text-white">从主题炒作向基本面驱动过渡的关键阶段</strong>。以 <strong class="text-blue-300">投放优化</strong> 为代表的应用已展现出强大的盈利能力，逻辑坚实；而以 <strong class="text-purple-300">内容生成</strong> 为代表的应用则处于大规模商业化的前夜，空间广阔。当前投资的核心是寻找那些能够将AI技术切实转化为 <strong class="text-green-300">可量化的客户ROI提升</strong> 或 <strong class="text-green-300">显著的成本节约</strong> 的公司。</p>
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<div>
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<h4 class="font-semibold text-blue-300">最具投资价值的细分环节：</h4>
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<ol class="list-decimal list-inside text-sm text-gray-400 mt-1 space-y-1">
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<li><strong>出海AI营销平台：</strong>逻辑最清晰，商业模式已验证，直接受益于中国企业出海大趋势。(典型代表: 易点天下, 汇量科技)</li>
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<li><strong>具备核心AI投放引擎的综合营销商：</strong>能将AI能力与庞大客户基础深度结合，业绩弹性巨大。(典型代表: 利欧股份)</li>
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</ol>
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</div>
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<div>
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<h4 class="font-semibold text-blue-300">需重点跟踪验证的关键指标：</h4>
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<p class="text-sm text-gray-400 mt-1">
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<span class="badge badge-info badge-outline mr-2">ROAS</span> (广告支出回报率),
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<span class="badge badge-primary badge-outline mr-2">CPA/CPI</span> (单次行为/安装成本),
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<span class="badge badge-secondary badge-outline mr-2">AIGC素材渗透率</span>,
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<span class="badge badge-accent badge-outline mr-2">AI业务收入占比及毛利率变化</span>
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</p>
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</div>
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</div>
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</div>
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</section>
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<!-- Supporting Data Section -->
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<section id="supporting-data" class="mb-16">
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<h2 class="section-title mb-8">源数据聚合分析</h2>
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<div x-data="{ tab: 'news' }" class="glass-card p-4 md:p-6">
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<div class="tabs tabs-boxed bg-black/20 mb-6">
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<a class="daisy-tab flex-1" :class="{ 'daisy-tab-active': tab === 'news' }" @click="tab = 'news'">新闻数据</a>
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<a class="daisy-tab flex-1" :class="{ 'daisy-tab-active': tab === 'roadshow' }" @click="tab = 'roadshow'">路演纪要</a>
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<a class="daisy-tab flex-1" :class="{ 'daisy-tab-active': tab === 'research' }" @click="tab = 'research'">研报精粹</a>
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</div>
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<div x-show="tab === 'news'" x-transition class="space-y-3">
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<div class="daisy-collapse daisy-collapse-arrow">
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<input type="checkbox" />
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<div class="daisy-collapse-title text-lg font-medium">一、 AI营销产品、平台与解决方案发布</div>
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<div class="daisy-collapse-content text-sm text-gray-400 space-y-2">
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<p><strong>腾讯企点营销云:</strong> 三大升级，通过Customer AI实现精准营销，Magic Agent解放营销人员。</p>
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<p><strong>速卖通 (AliExpress):</strong> 推出AI Agent“新品闪电推”，AI自动整合资源，智能决策快速出单。</p>
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<p><strong>京东云:</strong> 618期间向POP商家开放五大免费AI营销产品（直播数字人、智能体等），并发布“AI营销搭子”——言犀智能营销平台。</p>
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<p><strong>易点天下:</strong> 发布全球跨渠道全托管AI营销专家AdsGo.ai，5分钟启动全球投放。</p>
|
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<p><strong>因赛集团:</strong> 计划明年年初上线营销方案生成、视频智能剪辑等AI产品。</p>
|
||
<p><strong>快手可灵AI:</strong> 全球上线AI模特功能，支持一键生成高质量AI模特，配合AI换装与图生视频，实现降本提效。</p>
|
||
<p><strong>迈富时:</strong> AI+SaaS营销龙头，Agent产品已上线，推出AI外贸员工EVA，预计8月举办Agent中台新品发布会。</p>
|
||
<p><strong>瓴羊 (阿里巴巴):</strong> 推出企业级营销Agent，由五大子Agent组成，助力全营销链路智能化。</p>
|
||
</div>
|
||
</div>
|
||
<div class="daisy-collapse daisy-collapse-arrow">
|
||
<input type="checkbox" />
|
||
<div class="daisy-collapse-title text-lg font-medium">二、 企业AI营销动态与合作</div>
|
||
<div class="daisy-collapse-content text-sm text-gray-400 space-y-2">
|
||
<p><strong>蓝色光标:</strong> 入股AI营销公司清蓝智汇，与火山引擎深度合作，广告素材平台BlueAI接入豆包视频模型，并与微软、谷歌、智谱合作发展营销行业模型。</p>
|
||
<p><strong>易点天下:</strong> 与火山引擎达成数据合作，赋能KreadoAI的视频生成和数字人能力。</p>
|
||
<p><strong>快手:</strong> 可灵AI已与数千家国内外企业合作，磁力引擎将全面升级为下一代AI智能商业引擎。</p>
|
||
<p><strong>因赛集团:</strong> 并购智者品牌，自研多模态营销AIGC大模型，已服务腾讯游戏等大客户。</p>
|
||
</div>
|
||
</div>
|
||
<div class="daisy-collapse daisy-collapse-arrow">
|
||
<input type="checkbox" />
|
||
<div class="daisy-collapse-title text-lg font-medium">三、 AI在营销领域的具体应用与成效</div>
|
||
<div class="daisy-collapse-content text-sm text-gray-400 space-y-2">
|
||
<p><strong>效率与成本:</strong> 快手AIGC预计可将素材制作成本降低60-70%，Q4日均消耗超3000万元。亿滋集团利用AI将内容制作成本降低30-50%。</p>
|
||
<p><strong>决策与精准度:</strong> 速卖通“新品闪电推”带动新品7天破零数量翻倍。AppLovin受AI广告引擎AXON2.0赋能，业绩高增长。汇量科技TargetROAS功能贡献超60%流水。</p>
|
||
<p><strong>全链路赋能:</strong> 京东云言犀帮助超80万商家，AIGC内容使用率高达80%，平均转化率提升30%。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div x-show="tab === 'roadshow'" x-transition class="space-y-3">
|
||
<div class="daisy-collapse daisy-collapse-arrow">
|
||
<input type="checkbox" />
|
||
<div class="daisy-collapse-title text-lg font-medium">利欧股份：聚焦AI投放端，效果显著</div>
|
||
<div class="daisy-collapse-content text-sm text-gray-400 space-y-2">
|
||
<p><strong>核心价值:</strong> 将AI研发重点放在占业务90%以上的投放端，通过自研“归一营销大模型”及AI投手工具，提升广告匹配度和投放效率。</p>
|
||
<p><strong>数据验证:</strong> 双十一期间，通过AI放大电商平台投放效果，收入同比提升40%，投放效率同比提升9倍。用户30天内可见广告位从3个增至13-23个。</p>
|
||
<p><strong>展望:</strong> 短期AI工具已落地，中长期强化与手机厂商合作，布局AI入口商业化。</p>
|
||
</div>
|
||
</div>
|
||
<div class="daisy-collapse daisy-collapse-arrow">
|
||
<input type="checkbox" />
|
||
<div class="daisy-collapse-title text-lg font-medium">易点天下：AI驱动的出海营销龙头</div>
|
||
<div class="daisy-collapse-content text-sm text-gray-400 space-y-2">
|
||
<p><strong>技术壁垒:</strong> 通过AI驱动的X2.0广告引擎及自研工具，实现精准广告投放与转化率提升，尤其在中长尾媒体程序化投放业务上毛利率显著。</p>
|
||
<p><strong>数据验证:</strong> X2.0引擎推出后，游戏类广告转化率提升20%+。广告创意效率提升超30%。</p>
|
||
<p><strong>行业对标:</strong> 逻辑与AppLovin相似，均通过程序化广告+AI技术提升效率，AppLovin的业绩验证了此逻辑。</p>
|
||
</div>
|
||
</div>
|
||
<div class="daisy-collapse daisy-collapse-arrow">
|
||
<input type="checkbox" />
|
||
<div class="daisy-collapse-title text-lg font-medium">Applovin & 汇量科技：AI商业化落地标杆</div>
|
||
<div class="daisy-collapse-content text-sm text-gray-400 space-y-2">
|
||
<p><strong>增长驱动力:</strong> 智能出价系统升级是核心。汇量科技的智能出价功能（tROAS）上线后，贡献了平台60%的流水。</p>
|
||
<p><strong>技术赋能:</strong> AI广告引擎通过机器学习优化广告投放ROI。动态创意生成、自助服务工具等技术使CPS低于行业30%，广告素材成本降至传统1/5。</p>
|
||
<p><strong>趋势验证:</strong> 业绩表现证明AI技术对广告营销效率的实质性提升，是行业投资逻辑的核心验证。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div x-show="tab === 'research'" x-transition class="space-y-3">
|
||
<div class="daisy-collapse daisy-collapse-arrow">
|
||
<input type="checkbox" />
|
||
<div class="daisy-collapse-title text-lg font-medium">核心概念与市场背景</div>
|
||
<div class="daisy-collapse-content text-sm text-gray-400 space-y-2">
|
||
<p><strong>市场规模:</strong> 预计AIGC营销涉及的市场规模可参考MarTech，2025年将达到千亿级别。</p>
|
||
<p><strong>投入意愿:</strong> 90%广告主企业计划增加对营销数字化的投入。</p>
|
||
<p><strong>行业痛点:</strong> 流量见顶，买量成本攀升，素材同质化严重。</p>
|
||
</div>
|
||
</div>
|
||
<div class="daisy-collapse daisy-collapse-arrow">
|
||
<input type="checkbox" />
|
||
<div class="daisy-collapse-title text-lg font-medium">百度营销科学AIA模型与AI产品矩阵</div>
|
||
<div class="daisy-collapse-content text-sm text-gray-400 space-y-2">
|
||
<p><strong>AIA模型:</strong> 刻画用户心智旅程（认知A1 -> 兴趣I1 -> 互动I2 -> 转化A2）。关键的“黄金I2人群”转化率是A1/I1人群的60倍。</p>
|
||
<p><strong>AI Native营销平台“轻舸”:</strong> 全球首个AI Native营销平台，支持自然语言表达，实现从“人力基建”到“脑力决策”的转变。</p>
|
||
<p><strong>AIGC创意内容平台“擎舵”:</strong> 基于文心一言，提供文案、图片、数字人视频制作能力。</p>
|
||
<p><strong>智能体商业产品:</strong> 品牌智能体、商家智能体，重构商家经营平台和广告投放模式。</p>
|
||
</div>
|
||
</div>
|
||
<div class="daisy-collapse daisy-collapse-arrow">
|
||
<input type="checkbox" />
|
||
<div class="daisy-collapse-title text-lg font-medium">价值、挑战与未来趋势</div>
|
||
<div class="daisy-collapse-content text-sm text-gray-400 space-y-2">
|
||
<p><strong>核心价值:</strong> 降本增效（素材成本-56%，运营成本-60%），破圈增长，内容创新。</p>
|
||
<p><strong>专家观点:</strong> “AI是撬动创意的杠杆，是创意价值的放大器。”——爱奇艺姚培娜；“企业要用好AI，不能先考虑如何用AI减员，而是如何把AI转化为营销业务的生产力。”——秒针谭北平。</p>
|
||
<p><strong>未来趋势:</strong> 营销全面AI化，多模态生成，智能体商业生态，个性化与精准化。47%的广告主表示未来一年会使用AI营销。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data Section -->
|
||
<section id="stock-data">
|
||
<h2 class="section-title mb-8">核心标的梳理</h2>
|
||
|
||
<div class="space-y-12">
|
||
<!-- Table 1 -->
|
||
<div>
|
||
<h3 class="sub-title">AI营销核心公司概览</h3>
|
||
<div class="overflow-x-auto glass-card p-4">
|
||
<table class="table daisy-table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>核心逻辑/业务进展</th>
|
||
<th>业务分类</th>
|
||
<th>营收规模 (2024年)</th>
|
||
<th>信源</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300058" target="_blank" class="link link-hover text-blue-300">蓝色光标</a></td>
|
||
<td>全球前十营销集团，获多项AI营销奖，全面拥抱AI。</td>
|
||
<td class="text-purple-300">出海</td>
|
||
<td>境外营收483亿元</td>
|
||
<td>年报</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=301171" target="_blank" class="link link-hover text-blue-300">易点天下</a></td>
|
||
<td>谷歌、微软、阿里等紧密AI合作伙伴，逻辑最接近AppLovin。</td>
|
||
<td class="text-purple-300">出海</td>
|
||
<td>境外营收22亿元</td>
|
||
<td>年报</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002131" target="_blank" class="link link-hover text-blue-300">利欧股份</a></td>
|
||
<td>将全面拥抱AI技术，聚焦投放端AI优化，自研归一营销大模型。</td>
|
||
<td class="text-green-300">其他</td>
|
||
<td>数字营销4.58亿元</td>
|
||
<td>年报</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603598" target="_blank" class="link link-hover text-blue-300">引力传媒</a></td>
|
||
<td>优化迭代“核力星推”、“核力智选”社交AI营销系统，覆盖多平台。</td>
|
||
<td class="text-gray-400">国内营销</td>
|
||
<td>数字营销61.91亿元</td>
|
||
<td>公告</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300781" target="_blank" class="link link-hover text-blue-300">因赛集团</a></td>
|
||
<td>自研InsightGPT，将陆续上线AI电商、AI策划案、AI视频等产品。</td>
|
||
<td class="text-purple-300">出海</td>
|
||
<td>境外营收2.32亿元</td>
|
||
<td>互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002354" target="_blank" class="link link-hover text-blue-300">天娱数科</a></td>
|
||
<td>AI营销SaaS平台为品牌客户、中小商家提供全链路AI营销服务。</td>
|
||
<td class="text-green-300">其他</td>
|
||
<td>数据流量15.37亿元</td>
|
||
<td>年报</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002995" target="_blank" class="link link-hover text-blue-300">天地在线</a></td>
|
||
<td>与聆心智能合作打造营销行业模型；开发企业AI助手、AI数字人等。</td>
|
||
<td class="text-green-300">其他</td>
|
||
<td>数字营销12.14亿元</td>
|
||
<td>调研</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300612" target="_blank" class="link link-hover text-blue-300">宣亚国际</a></td>
|
||
<td>基于OrangeGPT研发AI智能体—汽车新媒体营销助手。</td>
|
||
<td class="text-green-300">其他</td>
|
||
<td>数智营销1.36亿元</td>
|
||
<td>互动</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Table 2 -->
|
||
<div>
|
||
<h3 class="sub-title">市场热点关联个股</h3>
|
||
<div class="overflow-x-auto glass-card p-4">
|
||
<table class="table daisy-table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>关联逻辑</th>
|
||
<th>标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=000676" target="_blank" class="link link-hover text-blue-300">智度股份</a></td><td>AppLovin是其合作伙伴。</td><td class="badge badge-info badge-outline">涨停个股</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=300459" target="_blank" class="link link-hover text-blue-300">汤姆猫</a></td><td>子公司移动互联网广告业务与AppLovin等合作。</td><td class="badge badge-info badge-outline">涨停个股</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=300418" target="_blank" class="link link-hover text-blue-300">昆仑万维</a></td><td>业务包含网络广告服务。</td><td class="badge badge-info badge-outline">涨停个股</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=600986" target="_blank" class="link link-hover text-blue-300">浙文互联</a></td><td>全面推进“AI+营销”，覆盖数据洞察、内容工厂、精准投放等。</td><td class="badge badge-primary badge-outline">相关个股</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=300766" target="_blank" class="link link-hover text-blue-300">每日互动</a></td><td>推出“AITA智选人群”产品，融入AI技术改变广告投放方式。</td><td class="badge badge-primary badge-outline">相关个股</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Table 3 -->
|
||
<div>
|
||
<h3 class="sub-title">异动个股深度解析</h3>
|
||
<div class="overflow-x-auto glass-card p-4">
|
||
<table class="table daisy-table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>异动日期</th>
|
||
<th>涨幅</th>
|
||
<th>核心驱动逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600556" target="_blank" class="link link-hover text-blue-300">天下秀</a></td>
|
||
<td>2025-11-03</td>
|
||
<td class="text-success">+9.98%</td>
|
||
<td>“红鼻子”AI营销模型海外授权(5年保底2.7亿美元) + 国内首批生成式AI备案 + 跨境电商AI工具税收政策，三箭齐发。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002291" target="_blank" class="link link-hover text-blue-300">遥望科技</a></td>
|
||
<td>2025-06-16</td>
|
||
<td class="text-success">+9.95%</td>
|
||
<td>数字人直播与618电商大促概念共振，叠加数字营销板块整体走强。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002264" target="_blank" class="link link-hover text-blue-300">新华都</a></td>
|
||
<td>2025-09-10</td>
|
||
<td class="text-success">+10.05%</td>
|
||
<td>淘天“小时达”频道扩容及流量补贴，公司作为淘天五星服务商直接受益。内部已部署AI生成商品脚本与短视频。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002315" target="_blank" class="link link-hover text-blue-300">焦点科技</a></td>
|
||
<td>2025-08-01</td>
|
||
<td class="text-success">+5.71%</td>
|
||
<td>旗下AI智能体“A麦可”商业化进展显著(现金收入超4500万)，是A股少数AI智能体已盈利公司，与国家“人工智能+”政策利好共振。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
</div>
|
||
</section>
|
||
</div>
|
||
|
||
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|
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