KEEP(HK:03650) Zhi Tong Cai Jing·2025-08-13 07:18Core Viewpoint - Keep has reported a significant improvement in its financial performance, with an adjusted net profit of approximately RMB 10 million for the first half of the year, attributed to business restructuring and enhanced revenue quality, alongside the integration of AI technology [1][2] Financial Performance - Keep's stock price increased by over 9%, currently trading at HKD 6.82, with a trading volume of HKD 26.516 million [1] - The company achieved a turnaround in profitability, exceeding expectations and validating its AI strategy [1] AI Strategy and Business Model Transition - The company's commitment to an "all in AI" strategy was emphasized by its CEO, Wang Ning, in a company-wide letter earlier this year [1] - The introduction of AI Coach is expected to transform Keep's service delivery model from content sales to a comprehensive fitness service, potentially increasing the Average Revenue Per User (ARPU) by nearly tenfold [2] - The shift to AI-driven services is not only strategic but also essential for the company's survival in a competitive market [2]