Workflow
卡卡(Kaka)
icon
Search documents
Keep再涨超6% 创始人称上半年的盈利状况可持续 公司即将推出完整版本的第一代AI Coach
Zhi Tong Cai Jing· 2025-08-07 02:08
Core Viewpoint - Keep has experienced a significant stock price increase of over 22% this week, with a current price of 6.31 HKD and a trading volume of 6.34 million HKD, following the announcement of a profit increase for the first half of the year [1] Financial Performance - Keep reported an adjusted net profit of approximately 10 million RMB for the first half of the year, attributed to optimized business structure and improved revenue quality, leading to a higher gross margin [1] - The company has successfully reduced operating expenses while enhancing operational efficiency and organizational productivity through AI technology [1] Strategic Developments - The founder of Keep, Wang Ning, emphasized that the company's profitability is sustainable and reflects a significant transformation, eliminating unhealthy growth [1] - In February, Wang expressed a commitment to fully invest in AI, leading to the launch of a dedicated model, Kinetic.ai, in March, which supports the development of a general AI coach named Kaka [1] - The AI coach has been updated to provide personalized training plans, intelligent training guidance, and features for tracking exercise and diet [1] - Future plans include upgrading the AI coach from a personalized trainer to a professional coach, with a more comprehensive version of the first-generation AI coach set to be released soon [1]
KEEP盘中涨超9% 预计中期经调整利润扭亏为盈 AI战略得到初步验证
Zhi Tong Cai Jing· 2025-08-04 06:53
Core Viewpoint - KEEP is experiencing significant improvement in its financial performance, with a projected net loss reduction and a return to adjusted profitability, primarily driven by business restructuring and AI technology integration [1][2] Financial Performance - KEEP expects a net loss of approximately 36 million RMB for the first half of 2025, a substantial decrease from a net loss of 163 million RMB in the same period of 2024 [1] - The adjusted net profit is projected to be around 10 million RMB, compared to an adjusted net loss of 161 million RMB in 2024 [1] Business Strategy and AI Integration - In February 2025, KEEP announced its "All in AI" strategy, marking a significant shift towards integrating AI into its business model [2] - The company launched its first dedicated model in the sports health vertical, Kinetic.ai, in March, followed by the introduction of a general AI coach named Kaka [2] - The new version of the AI coach released in May includes multi-modal capabilities, offering users intelligent workout plans, training guidance, and dietary tracking [2] Strategic Goals - KEEP set a target to return to profitability in 2025, and the recent half-year profit marks a critical validation of its AI strategy [2] - The achievement of this interim profitability indicates a successful transition from an internet-based model to an AI-driven agent model, showcasing the potential of AI to reshape its business operations [2]