顺丰同城骑士运动圈
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KEEP涨超6% 联合顺丰同城推骑士健康运动计划 机构看好AI贡献业绩增量
Zhi Tong Cai Jing· 2025-09-16 02:03
Core Viewpoint - Keep has entered a strategic partnership with SF Express, which is expected to enhance its user engagement and revenue potential through various initiatives, including online and offline activities, as well as the development of AI-driven features in its app [1][2] Group 1: Strategic Partnership - Keep's collaboration with SF Express includes the launch of the "SF Express Knight Sports Circle" for riders, potentially increasing daily active users by 30,000 [1] - SF Express plans to host eight offline events annually, incentivizing participation with Keep-branded medals [1] Group 2: Financial Performance - In the first half of the year, Keep achieved a turnaround in adjusted profits, attributed to successful advancements in AI coaching [2] - According to a report from Founder Securities, Keep's revenue is expected to stabilize and improve, with a projected net profit margin exceeding 5% in the second half of the year [2] - The company is anticipated to resume growth as it refines its AI capabilities and product lines, following a strategic contraction of inefficient operations [2]
港股异动 | KEEP(03650)涨超6% 联合顺丰同城推骑士健康运动计划 机构看好AI贡献业绩增量
智通财经网· 2025-09-16 02:01
Core Viewpoint - Keep has entered a strategic partnership with SF Express, enhancing its service offerings and aiming for growth in user engagement through various initiatives [1][2] Group 1: Strategic Partnership - Keep's collaboration with SF Express includes both online and offline components, with the launch of the "SF Express Knight Sports Circle" for riders, potentially increasing daily active users to 30,000 [1] - SF Express plans to host eight offline events annually, incentivizing participation with Keep-branded medals [1] Group 2: Financial Performance - In the first half of the year, Keep achieved a turnaround in adjusted profits, with positive progress in AI coaching [2] - According to a report from Founder Securities, Keep's revenue is expected to recover in the second half of the year, with continuous improvement in profits [2] - The company is anticipated to return to a growth trajectory in the second half, supported by the enhancement of AI features and product lines, with adjusted net profit margins projected to exceed 5% [2] Group 3: Future Developments - Keep plans to upgrade its app to version 8.0 in 2025, followed by a new 9.0 AI version, leveraging large models to create an AI Agent [1] - Kinetic.ai is developing a specialized model for Keep in the sports health sector, marking an industry first [1]
Keep与顺丰同城达成战略合作,推骑士健康运动计划
Xin Lang Zheng Quan· 2025-09-15 03:58
Group 1 - Keep has formed a strategic partnership with SF Express, covering online, offline, and rider festival modules [1] - The online aspect includes the launch of "SF Express Rider Sports Circle" by Keep, providing course resources and showcasing rider performance data, with an expected daily active user count of 30,000 [1] - SF Express will host eight offline events annually, incentivized with Keep medals, and special gifts will be provided for riders during the Rider Festival [1] Group 2 - Keep has launched an AI coach named Kaka, which customizes training plans based on user needs and supports basic Q&A [1] - The company plans to upgrade its app to version 9.0 by 2025, leveraging large models to create an AI Agent for the smart era [2] - Kinetic.ai has developed a specialized model for Keep, enhancing its performance in the sports health sector based on extensive data and expertise [2] Group 3 - Keep is projected to achieve profitability in the first half of 2025, marking its first semi-annual profit since inception [3]