KEEP(HK:03650) Jin Rong Jie·2026-02-24 14:30Core Viewpoint - Keep has announced a profit forecast for the fiscal year ending December 31, 2025, indicating a significant reduction in losses and a return to adjusted net profit, primarily driven by strategic focus on AI development and business optimization [1][2]. Group 1: Financial Performance - For the fiscal year 2025, Keep expects a loss attributable to shareholders of approximately 72 million RMB, a reduction of about 87% compared to a loss of 535 million RMB in the previous year [1]. - Under non-IFRS measures, Keep anticipates an adjusted net profit of around 25 million RMB for 2025, recovering from an adjusted net loss of 470 million RMB in 2024 [1]. Group 2: Strategic Focus - The company's strategic priorities are centered around two main pillars: enhancing AI capabilities and upgrading proprietary brand products [2]. - In AI development, Keep plans to accelerate the exploration and development of large language models, AI agents, and AIGC to enhance user engagement and improve content generation [2]. - For proprietary fitness product upgrades, Keep aims to develop and iterate on high-potential product categories while optimizing channel strategies to expand market coverage [2]. Group 3: Innovations and Developments - In early 2025, Keep's founder Wang Ning announced a commitment to AI, leveraging a decade of accumulated sports data to transition online fitness from recommendation to generation [2]. - Keep has launched a dedicated model in the sports health vertical, Kinetic.ai, and introduced the first general AI coach, Kaka, which has multiple features including smart training guidance and dietary tracking [2].